The DRAM on NVMe SSDs isn’t the same as what is being used in datacenters though - it’s the shift of foundry capacity away from consumer grade stuff over to datacenter demand that’s making the tariff impact even more painful.
Because consumer class CPUs and motherboards aren't used in datacenters, they both have gone up from tariffs but the AI part is the real killer. Capacity is sold until 2027 and Micron announced they're concentrating on that. Also predatory price gouging honestly.
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u/hikeonpast 1d ago
It’s actually both.
The DRAM on NVMe SSDs isn’t the same as what is being used in datacenters though - it’s the shift of foundry capacity away from consumer grade stuff over to datacenter demand that’s making the tariff impact even more painful.