NuAxiSemiconductor trade intelligence
Gamers Will Cut RAM Before Settling for SSDs Smaller Than 512 GB, Lexar Says
What happened
Lexar reports PC gamers prioritize SSD capacity over RAM, refusing to buy SSDs below 512GB even as high DRAM prices force them to consider smaller RAM kits. This indicates inelastic demand for NAND capacity in gaming PCs, contrasting with more flexible demand for DRAM. Bullish: Sustained consumer preference for larger SSDs supports NAND demand, while DRAM demand remains exposed to price sensitivity.
Impact and signal
Medium impactImpact score: 65/100
Affected components and suppliers
DRAMNAND Flash
demand-shiftconsumer-behaviorprice-resilience
Source and time
Source: TechPowerUp · 4/15/2026 · View original source
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