Technology

Hard Disk Drives (HDDs) and Solid State Drives (SSDs) are among the most sought-after commodities in computing today, as the expansion of AI data centers consumes everything in its path. According to Seagate, Sandisk, and Western Digital, demand is so high that customers are signing long-term supply agreements lasting up to five years. This duration is significant because customers are now planning their contracts around demand expansion, which is not only substantial but will also bring better balance to the supply chain. With customers driving steady demand, HDD and SSD manufacturers know exactly how much spinning rust or NAND Flash to produce to meet this demand. Over time, this is a positive development for a supply chain that will adapt with expanding production capacity. However, it poses a short-term challenge for PC gamers.