Hard drives on backorder for two years as AI data centers trigger HDD shortage

https://www.tomshardware.com/pc-components/hdds/ai-triggers-hard-drive-shortage-amidst-dram-squeeze-enterprise-hard-drives-on-backorder-by-2-years-as-hyperscalers-switch-to-qlc-ssds

22•pabs3•2h ago

Comments

mock-possum•1h ago

> delivery times for enterprise-grade HDDs delayed by two years.

I sleep

> so hyperscalers are now switching to QLC NAND-based SSDs to avoid these backorders … This could lead to SSD prices rising worldwide

Real shit

BoredPositron•1h ago

The funniest thing about this is that, with high GPU prices, rising RAM costs, and now increasing SSD prices, Apple will end up producing the most affordable PCs.

ipsum2•59m ago

Apple uses the same RAM, SSD, etc as everyone else does. They don't have a magic supply chain that is unaffected by the broader world.

BoredPositron•56m ago

They don't use the same SSDs? They don't use the same RAM? They have their own supply chain in place? Whatcha talking about bud?

Incipient•53m ago

They use the same suppliers. The problem is the base chip, and also the wafer itself, all of which will impact apple.

(apple doesn't use hdds so not talking about that here).

BoredPositron•46m ago

The problem is not chip supply it's manufacturing. Apple has their own manufacturing suppply. This is not the chip crisis of the last years. Hyper scalers are switching to consumer hardware because there is nothing in storage for Prosumer anymore and the manufacturing pipelines for these are smaller and harder to scale than consumer ones.

siva7•48m ago

They have a magic supply chain that is unaffected by the broader world which is one of the reasons why Tim Apple was chosen by Steve Jobs as his successor.

jrvarela56•41m ago

If every other PC is more expensive, they will just increase prices.

HackerNewt-doms•14m ago

No, Apple has effectively promoted iCloud as the alternative to local storage as part of its product differentiation strategy in the lower price segment.

Apple will almost certainly introduce the same approach for the budget MacBook as well.

margalabargala•43m ago

This is a long term good thing.

It sucks right now and will probably suck through 2027.

By 2028 or so we'll have a 50% drop in price-per-storage for these components.

andy_ppp•25m ago

Will the AI bubble last until 2028? I’m still unclear how AI will return even 10% of this investment in profit.

chrismorgan•11m ago

> By 2028 or so we'll have a 50% drop in price-per-storage for these components.

Do you mean relative to six months ago, or now? Because a lot of the prices have already more than doubled.

(I’m upset because the computer I’ve been planning to build, which three months ago would have come to around ₹90,000, is now up to ₹1,20,000 and climbing week by week, half due to price increases on the same part, half due to forced substitutions on RAM since the cheaper 32GB 6400MT/s DDR5 sticks are completely unavailable. And looking into laptops, for the first time ever I’m seeing manufacturet SODIMM or SSD upgrades being cheaper than aftermarket.)

karlkloss•36m ago

And when the AI bubble bursts, "refurbished" HDDs and GPUs will flood the market. Save your money now and be prepared.

krackers•1m ago

>Picking QLC over TLC allows them to maintain costs while achieving sufficient endurance for cold storage.

How does that work, doesn't QLC have less write endurance?

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