AI agents are driving up demand for KV cache and token storage, reshaping memory architecture. Cost considerations are pushing token storage down from expensive HBM and DRAM to SSDs. NAND suppliers ar...
The supply gap in consumer DRAM persists, keeping prices on a slight upward trend. However, as buyer cost tolerance reaches its limit, contract price growth is moderating. With suppliers locking in mo...
As NAND suppliers shifted capacity and compressed the consumer market, manufacturers fully expanded high-margin enterprise SSDs. Driven by generative AI and cloud infrastructure expansion, both shipme...
SSD Datasheet provides you with latest SSD density and shipment forecast in PC, server, disk on module and MID market.
Enterprise SSD Datasheet provides you with the latest SSD density and shipment forecast for server equipment and data centers. Also, enterprise SSD interface, form factor breakdown, and read / mixed r...
Driven by surge in AI server demand, enterprise SSD shortages have catapulted average selling prices and gross margins to record highs, pushing the sector into a supercycle. Despite weakening consumer...
Growth in client SSD contract prices has slowed sharply under multiple market pressures. Surging costs from other component shortages and excess system inventory forced buyers into cautious procuremen...
Capital expenditure in artificial intelligence infrastructure has significantly boosted demand for enterprise solid-state drives and high-capacity storage, driving top memory suppliers to record reven...
Global server demand remains solid, sustaining stable Enterprise SSD orders. As suppliers boost production, improved supply has eased urgent order pressures and moderated quarterly contract price incr...
Driven by robust AI server demand and capacity displacement from HBM, combined with delayed output from new fabs, DRAM supply remains tightly constrained, sustaining a seller's market. Conver...
Long-term agreements and server demand provide a solid foundation for the contract market, while consumer memory procurement remains conservative due to cost pressures. The spot market saw a brief pri...
Driven by AI server demand, 3Q26 memory contract prices continue to rise. However, due to high baselines and consumer cost limits, overall price growth will decelerate.
As AI power and heat surge, legacy storage faces thermal bottlenecks. Giants driving thin, blade-like form factors to optimize airflow and surface area. While legacy builds dominate short-term due to...
The contract market growth slows into a plateau due to weak terminal demand and high costs, while the spot market stabilizes amidst cautious sentiments and low trading volumes. Despite escalating geop...
Large firms' long-term agreements transition NAND markets to structural stability. AI architecture shifts toward storage-centric designs, elevating enterprise SSDs. Inference demands driv...
