Hard Drive Shortage Extends to 2028; Filecoin Capacity Already Online
DRAM prices surged up to 95% in early 2026, and Western Digital and Seagate are sold out of hard drives into 2028, with prices up nearly 50%. Meanwhile, SK Hynix CEO warns semiconductor supply won't catch demand beyond 2030, while Filecoin's pre-built storage capacity offers an alternative.
🧵A hard drive ordered today might not ship until 2028 TL;DR: DRAM prices rose up to 95% quarter over 1Q in early 2026. Western Digital and Seagate are sold out of hard drives into 2028. Prices are up nearly 50%. Filecoin capacity was already built before any of this started.
A new semiconductor fab costs $10 billion to $20 billion and takes four to five years from groundbreaking to volume production. SK Hynix CEO says even that isn't enough, supply won't catch demand beyond 2030. Filecoin's storage capacity didn't wait on one being built. https://t.co/BCS4BIVFH5
A new semiconductor fab costs $10 billion to $20 billion and takes four to five years from groundbreaking to volume production. SK Hynix CEO says even that isn't enough, supply won't catch demand beyond 2030. Filecoin's storage capacity didn't wait on one being built.
A new semiconductor fab costs $10 billion to $20 billion and takes four to five years from groundbreaking to volume production. SK Hynix CEO says even that isn't enough, supply won't catch demand beyond 2030. Filecoin's storage capacity didn't wait on one being built.