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For the price chart of global end prices of SSD, TrendForce segments product categories in accordance with capacity (from 120GB to 2048GB and above) and user interface (SATA3, PCIe 3.0/4.0/5.0).
Large firms' long-term agreements transition NAND markets to structural stability. AI architecture shifts toward storage-centric designs, elevating enterprise SSDs. Inference demands drive interface upgrades and high-density liquid cooling, while edge storage advances. AI will remain the primary driver for long-term storage value growth.
Driven by the surge in AI applications and long-term cloud contract lock-ins, enterprise SSD demand is exceptionally strong. Conservative capacity expansion has created a structural imbalance, with suppliers prioritizing highly profitable server markets, squeezing consumer electronics. The industry is entering an AI-driven, high-margin cycle with surging contract prices.
Contract and spot markets stagnate due to weak demand. However, AI drives massive demand for high-capacity enterprise SSDs. While manufacturers accelerate high-stack technology migration, expansion capital remains conservative, prolonging supply shortages.
Capital shifts to high-performance chips have squeezed mature processes, triggering structural shortages in high-reliability memory. As value revaluation outpaces volume growth, market revenue surges. The industry enters a price plateau, shifting competition to supply stability and long-term contract management.
In May, the NAND Flash wafer market growth decelerated significantly. High wafer prices put severe cost and financial pressures on downstream module makers. With margins heavily squeezed and terminal demand remaining weak, buyers adopted a conservative watch-and-see procurement strategy. The market has entered a period of high prices with shrinking volumes, lacking substantive momentum for further upward movement in the short term.
Driven by surging demand across diverse niche markets like edge AI, automotive, and medical applications, alongside low manufacturer capacity, NAND Flash contract prices sustained robust growth this month. Although the upward momentum slowed slightly compared to last month, prices are expected to remain high due to persistent supply shortages and strong core demand.
Mobile DRAM and Mobile NAND Flash latest market supply/demand update.
The explosion in global AI service demand has triggered a severe supply-demand imbalance in the enterprise SSD market, driving quarterly revenue and contract prices to historic highs. Major suppliers are aggressively adjusting their capacity, shifting resources from consumer-grade to enterprise-grade products, and accelerating the development of next-generation, high-speed storage solutions. Consequently, SSDs are gradually transitioning into a computing-assistive role, and the market is expected to sustain a long-term upward trend.
The NAND market polarizes as robust cloud and enterprise demand drives LTA reforms and squeezes consumer bargaining power, while weak smartphone and spot markets, coupled with aggressive vendor expansion, pose long-term price risks. AI accelerates next-gen interfaces and custom storage, despite short-term component shortages.
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