SSD

Per JPM using Gartner data, enterprise storage is tilting fast to SSD. eSSD TAM is modeled to overtake business critical and nearline HDD in 2025 and be roughly 2x HDD by 2027, while eSSD still prices at about 6x to 8x HDD. JPM says this memory upcycle may be the longest and strongest on record. They model about 420B dollars of memory and storage TAM in 2027 and apply a 3.5x sales multiple, which gets to roughly 1.5T of combined market cap, still over 50% upside from here. On supply and pricing, JPM argues DRAM stays tight into 2027 even with new fabs. HBM soaks up capacity, AI inference uses around 3x the memory of training, and AI servers carry about 3x the SSD content of normal servers, so they model DRAM ASP up 53% and NAND up 30% in FY26. JPM see HBM share of total DRAM capacity rising from about 19% in 2025 to 28% in 2027 and an 8% to 12% supply gap that could last through 2028, as CSP demand for $NVDA class GPUs and custom ASICs keeps forcing DRAM makers to shift wafers into HBM.

The Lenovo Legion Go S handheld has seen another major price increase. >Z1 Extreme model (32GB RAM, 1TB SSD, SteamOS version): Now priced at $1,579.99 at Best Buy. This is up from around $899–$900 in recent weeks and much higher than Black Friday prices near $650. >Z2 Go model: Now listed at $989.99, up from approximately $649. This has reduced its value for many potential buyers. Current options worth considering: >Open-box Z1 Extreme units in fair condition are appearing around $1,144. >Other handhelds such as the Steam Deck OLED or ROG Ally X may now provide better value.

🚨 PlayStation 6 leaks are sparking debate According to Kepler_L2, the next generation may launch without a disc drive to reduce game prices. Details suggest the console will feature: 🔸 A 1TB SSD 🔸 No disc drive 🔸 AI technology to significantly reduce game file sizes

🚨NEW: Nintendo is slashing Switch 2 production by over 30% after seeing less than anticipated demand.

Who needs a gaming PC?

Current Prices of All SSD Drives