It'll be fine. The supply chain for these components is inelastic, but that means once manufacturing capacity increases, it'll stay there. We'll see lower prices, especially if there is an AI crash and a mass hardware selloff like some people are predicting.

The number of HDDs sold has been in decline for over a decade. I doubt there is massive appetite for expanding production capacity

On the other hand the total storage capacity shipped each year has risen, as a combination of HDDs getting larger and larger, and demand shifting from smaller consumer HDDs to larger data center, enterprise and NAS HDDs. I'm not sure how flexible those production lines are, but maybe the reaction will be shifting even more capacity to higher-capacity drives with cutting-edge technology

Server grade hardware (rack blades) is already poor fit for consumer needs and AI dedicated hardware straight up requires external liquid cooling systems. It will be expensive to adopt them.

If it takes 2 years to increase, after 2 years everything will be thin clients already. Completely locked in, fully under control and everybody used to it. Very dystopian TBH.

> According to Mosley, Seagate is not expanding its production capacities for now. Growth is to come only from higher-capacity hard drives, not from additional unit numbers.

True if production capacity increases but it's an oligopoly and manufacturers are being very cautious because they don't want to cut into their margins. That's the problem with concentration. The market becomes ineffective for customers.