AFAIK this has already been a problem, you can find Samsung M.2 SSDs for cheaper than Samsung SATA SSDs at the same capacity, because their cloud customers have all flown past classic SATA/SAS for NVME U.2 and U.3, which is much more similar to M.2 due to NVME. I was planning on adding a big SSD array to my server which has a bunch of external 2.5 SAS slots, but it ended up being cheaper and faster to buy a 4 slot M.2 PCIe card and buy 4 M.2 drives instead. Putting it on a x16 PCIe slot gives me 4 lanes per drive with bifurication, which gets me the advertised maximum possible speed on PCIe 4. Whether or not the RAM surge will affect chip production capacity is the real issue. It seems all 3 OEMs could effectively reduce capacity for all other components after slugging billions of dollars into HBM RAM. It wouldn’t just be SSDs, anything that relies on the same supply chain could be heavily affected.