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VOICE ARCHIVE

@zawy3

@zawy3
3 posts
2026-02-16
Hard drives have gone 2x in price in 18 months. Even older ones: I bought an 8 GB 4 years ago for $144 and now it's $180.
2026-02-16 View on X
Counterpoint Research

Analysis: DRAM and NAND memory prices have jumped 600%+ over the past year for routers and set-top boxes, hitting telcos targeting aggressive broadband rollouts

MS Hwang is a research director at Counterpoint, specializing in memory semiconductor research.

Hard drives have gone 2x in price in 18 months. Even older ones: I bought an 8 GB 4 years ago for $144 and now it's $180.
2026-02-16 View on X
Wccftech

Western Digital said on its Q2 earnings call it had “pretty much sold out” its 2026 HDD capacity, and that the consumer sector accounted for 5% of total revenue

HDD capacity from one of the world's largest manufacturers has started to run dry, according to Western Digital's CEO, as major LTAs have been signed out.

2026-02-15
Hard drives have gone 2x in price in 18 months. Even older ones: I bought an 8 GB 4 years ago for $144 and now it's $180.
2026-02-15 View on X
Wccftech

Western Digital said on its Q2 earnings call it had “pretty much sold out” its 2026 HDD capacity, and that the consumer sector accounted for 5% of total revenue

HDD capacity from one of the world's largest manufacturers has started to run dry, according to Western Digital's CEO, as major LTAs have been signed out.