Micron has begun shipping its massive 245TB 6600 ION data center SSD, underscoring the semiconductor industry's intense focus on enterprise AI infrastructure. This enterprise push coincides with rising consumer SSD prices, as manufacturers navigate constrained supply chains and prioritize profit margins by slow-walking production increases. While some fear an eventual overcapacity bust reminiscent of the dot-com era, others argue that the underlying demand for AI-driven silicon is a sustainable, long-term trend.