Product & chips · Jul 22, 2026

Two market reads on the memory supercycle: consumer SSD prices are rising faster than enterprise; the "ASIC order cuts" rumor gets rebutted.

Chips & Semiconductors · Trend watch (backfill; events dated 2026-01)

From the Jul 22, 2026 daily brief

Two January episodes of Gooaye, the Taiwanese retail-investing podcast hosted by Hsieh Meng-kung, offer market-level readings: storage maker SanDisk has quoted enterprise SSD prices up roughly 50% and consumer SSDs up more than 100% (Gooaye EP626, 2026-01) — consumer rising harder, which he reads as datacenter demand crowding consumer parts out of capacity. He also twice rebutted Korean-media rumors of "Google TPU and AWS order cuts" as basically all wrong, on the logic that cutting orders when capacity is this tight means handing your share to someone else (Gooaye EP624, 2026-01). Six months on, the memory-tightness storyline has tracked this direction. Honest flag: this is a retail-investor podcast speaking from the gut, with no pricing-agency data behind it — use it as a market-sentiment reading, not a pricing basis. Today's biggest chip story is lead #2 (Meta's custom hardware).

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Two market reads on the memory supercycle: consumer SSD prices are rising faster than enterprise; the "ASIC order cuts" rumor gets rebutted.

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More in this section

Customers of chip-design tool vendors have started capping tokens engineer by engineer — and a year ago nobody cared what that line cost.

The new flagship's enterprise edition went live with its first published prices, and its own account of the mechanism doubles as an audit cost.

OpenAI says its first in-house inference chip delivers 1.5 to 1.9 times the throughput per watt of "the commercial systems tested" — and does not say which systems those were.

Meta launched a personal AI agent called Muse, and the part worth recording is not what it does but that a payment network has written terms for a non-human buyer for the first time.