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TrendForce’s latest investigations have revealed that with consumer demand was concentrated in the first half of the year, leading to the traditional second-half peak season underperforming. The market had expected NAND Flash prices to stabilize in 4Q25. However, HDD shortages and longer lead times have prompted CSPs to quickly redirect storage demand toward QLC enterprise SSDs. This urgent surge in orders has resulted in significant market volatility.
TrendForce’s latest investigations reveal that the three major DRAM suppliers continue to allocate advanced process capacity primarily to high-end server DRAM and HBM, crowding out capacity for PC, mobile, and consumer applications. Combined with diverging demand across end products, this dynamic is keeping legacy-process DRAM price hikes pronounced, while newer-generation products are seeing more modest gains. Overall, conventional DRAM prices are expected to rise 8–13% QoQ in 4Q25, and when HBM is included, the increase could widen to 13-18%.
TrendForce’s latest findings indicate that over the next two years, AI infrastructure will mainly focus on high-performance inference services. As traditional high-capacity HDDs face significant shortages, CSPs are increasingly sourcing from NAND Flash suppliers, boosting demand for nearline SSDs designed specifically for inference AI and catering to urgent market requirements.
TrendForce reports that NVIDIA has recently pressed key component suppliers of its Vera Rubin server racks to upgrade product specifications, specifically requesting that HBM4 speed per pin be raised to 10 Gbps, as AMD gets set to launch its MI450 Helios platform in 2026. Although whether these upgrades can be achieved remains uncertain, SK hynix is expected to maintain its leading position as the largest supplier in the early mass-production phase of HBM4.
TrendForce’s latest investigations reveal that the massive data volumes generated by AI are straining the global infrastructure of data center storage. Nearline HDDs, traditionally the backbone of large-scale data storage, are now facing severe supply shortages, pushing high-performance yet higher-cost SSDs into the market spotlight. In particular, shipments of high-capacity QLC SSDs could see explosive growth in 2026.
