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Silicon Motion increases sales of SSD controllers amid NAND shortage, but expects NAND shortages to get worse in 2027 published 4 June 26

Silicon Motion, a key player in the SSD controller market, reported a rise in sales as NAND memory shortages constrain supply and elevate demand for integrated storage solutions. The commentary notes that the NAND shortage is expected to worsen into 2027, implying that the memory supply chain will remain tight for several years. This dynamic underscores how downstream hardware suppliers rely on adjacent memory supply constraints, potentially affecting pricing, lead times, and product availability across data-center and consumer SSDs. While the sales uptick reflects resilience in controller demand, the longer-term outlook introduces uncertainty for revenue visibility and capacity planning across the broader storage ecosystem. Analysts and investors will be watching how memory manufacturers respond with capacity expansions and how other controller vendors perform in a tightened market.