Major flash‑memory vendors are consolidating and rebranding consumer SSD product lines while prioritizing higher‑margin, higher‑density enterprise and AI datacenter SKUs. That shift shows up as discontinued consumer sub‑brands, migration from QLC→TLC/PCIe5 on premium lines, and rising retail SSD prices as AI buildout soaks up capacity.
— If sustained, the retreat of consumer storage lines signals broader industrial reallocation driven by AI demand with effects on consumer prices, device repair/upgrade markets, supply‑chain resilience, and competition policy.
msmash
2026.01.05
100% relevant
SanDisk’s retirement of WD Blue/Black for an 'Optimus' line, the article’s note of SSD price climbs tied to AI datacenters, and Micron’s recent discontinuation of Crucial consumer drives illustrate the phenomenon.
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