Samsung denied claims that it planned to phase out SATA SSD production, with its response also addressing rumors about other Samsung SSDs.
A Samsung Electronics spokesperson said: “The rumor regarding the phasing out of Samsung SATA or other SSDs is false.”
Micron announces Crucial consumer exit
Separately, Micron announced on December 3, 2025, that it would exit its Crucial consumer business, including sales of Crucial-branded consumer products through retailers, online retailers and distributors worldwide.
Micron said consumer-channel shipments would continue through the end of its fiscal second quarter in February 2026. It also said it would maintain warranty service and support for Crucial products and continue selling Micron-branded enterprise products to commercial channel customers globally.
Sumit Sadana, Micron’s executive vice president and chief business officer, attributed the decision to growing demand for memory and storage from AI data centers. He said the exit would help Micron improve supply and support for larger, strategic customers in faster-growing segments.
TrendForce forecasts tight NAND supply in 2026
In a November 13, 2025, report, research firm TrendForce forecast that NAND flash supply would remain tight throughout 2026. It attributed rising demand to AI storage requirements and hard-drive shortages that were prompting cloud service providers to shift orders toward enterprise SSDs.
TrendForce projected that NAND industry capital spending would increase by roughly 5%, from US$21.1 billion in 2025 to US$22.2 billion in 2026. It expected investment to concentrate on manufacturing process upgrades and hybrid bonding rather than capacity expansion, limiting growth in NAND output.
The firm also expected Samsung and SK hynix/Solidigm to reduce or limit NAND investment while focusing on high-bandwidth memory and DRAM. Those forecasts concerned investment and supply; they did not establish plans to discontinue Samsung’s SATA SSDs or quantify future consumer SSD price increases.
