According to Duann, PC makers have to buy from SSD module makers because NAND vendors reduced allocation to the client/consumer PC market and redirected most NAND supply to data center products.
As a result, PC OEMs like Acer, Asus, Dell, and HP cannot get enough NAND or SSD supply directly from NAND manufacturers and have to turn to module makers for solid-state drives. The latter traditionally served end-users and had plenty of aftermarket products with enhanced performance and cooling, but now they increasingly serve PC makers instead.
My dumpster dive SELF-built NAS is getting up there. It really needs replacement but I’m waiting. I have three dying drives and a worn ssd in it right now, going to have to bite the bullet and overpay for some refurbished enterprise drives, and a small nvme ssd (2x 4TB and a. 10TB parity drive to be replaced with 2 10TB refurbs). Would have cost about 200 bucks previously (used to pay about 80 bucks for one) but today it’s totaling over 600.
I’ll limp it along for a couple more years anyway but damn, this will cost nearly as much as all the drives I’ve previously purchased.