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Silicon Motion increases sales of SSD controllers amid NAND shortage, but expects NAND shortages to get worse in 2027 — 'supply conditions will become even worse'
- Silicon Motion reports rising SSD controller sales in 2026, led by high-end PCIe 4.0 and 5.0 controllers.
- First-quarter 2026 revenue reached $342.1 million, with SSD controllers up 40–45% year over year.
- SMI expects NAND supply constraints to worsen through 2027, with data-center demand absorbing allocable supply.
- The company notes enterprise demand remains robust as consumer NAND shortages persist.
- NAND suppliers are prioritizing data-center allocations, limiting consumer supply.
- SMI notes drive makers may cut capacity yet increase controller purchases to meet demand.
- The interview signals a positive near-term outlook for enterprise SSDs despite consumer constraints.
- Tom's Hardware reports a broader market context of NAND price pressures and AI/data-center demand.
- SMI Chief says data-center demand supports revenue momentum despite consumer headwinds.
- The article notes an upcoming interview with Silicon Motion's Nelson Duann for deeper insights.
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