Western Digital says it has misplaced no less than 6.5 exabytes (6.5 billion gigabytes) of flash storage attributable to contamination points at its NAND manufacturing services. The contamination might see the worth of NAND — the principle part of SSDs — spike as much as 10 p.c, in line with market analysis agency TrendForce. Any potential NAND shortages or value fluctuations might have an effect on the PC market over the following few months, which had one other huge 12 months in 2021 regardless of world chip shortages and demand for GPUs.
The contamination of supplies used within the manufacturing processes seems to have been detected in late January at two crops in Japan, with Western Digital’s three way partnership companion, Kioxia (beforehand Toshiba), revealing it has affected BiCS 3D NAND flash reminiscence.
Western Digital and Kioxia’s partnership quantities to round 30 p.c of the NAND flash market, in line with TrendForce. Each Western Digital and Kioxia primarily provide SSD and eMMC storage drives for PCs, and Western Digital is without doubt one of the main suppliers within the business.
It’s not clear what brought about the contamination, whether or not merchandise available on the market will should be recalled, or when manufacturing will resume. Western Digital says it’s “working carefully with its three way partnership companion, Kioxia, to implement essential measures that can restore the services to regular operational standing as rapidly as doable.”