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U.S. tariffs to heavily impact HDD and SSD manufacturers, increasing costs | Storage could get significantly more expensive due to tariffs.
Storage could get significantly more expensive due to tariffs.
However, it looks like HDD and SSD makers will suffer the most despite Trump’s 90-day suspension of country-specific tariffs starting April 10, whereas producers of tapes will rejoice, notes Blocks & Files. Although Seagate, Toshiba, and Western Digital have different supply chains, their setups are subject to risks of substantial U.S. import tariffs, particularly on drives produced in China (124%), Malaysia (24%), the Philippines (17%), and Thailand (36%). There are only six companies in the world that produced 3D NAND memory in high-volume — Kioxia, Micron, Sandisk, Samsung, SK hynix, and YMTC — but there are dozens of SSD makers, most of which conduct operations in China and other countries with low labor costs.
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