Disruptionother · August 21, 2026

Enterprise SSDs cost 18.6 times more than HDDs as 30TB drives hit $22,600 - hard drive supply is sold out through 2027

A severe shortage is implied for enterprise hard drives and SSDs, with supply sold out through 2027 and prices surging.

The trace

How it reaches your house.

Starting from Servers and cloud hardware, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.

First impact
NAND Flash Storage (SSD) →Stands to benefit
Samsung SemiconductorSSNLF
As a major NAND/SSD supplier with a 32.3% supply share and long replacement lead time, Samsung Semiconductor is positioned to benefit from tight supply and higher pricing.
81% confidence
NAND Flash Storage (SSD) →Stands to benefit
SK HynixHXSCL
SK Hynix has a large NAND market share, so the shortage should improve pricing power and revenue for its SSD/NAND business.
80% confidence
NAND Flash Storage (SSD) →Stands to benefit

Where it lands

What you buy, and what you own.

Goods you buy

Computers and laptops · Servers and cloud hardware

Companies you may own

SSNLFHXSCLMUKioxia HoldingsWestern Digital

Tap a company to see what it told the SEC could break it.

In the MyPRIA app, this is checked against your own holdings.

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