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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 read / write load / write intensify Enterprise SSD breakdown.
As AIDC enters a high-power era, competition shifts to power and cooling infrastructure. Power architectures move toward HVDC, while cooling upgrades to liquid systems. Leading firms are integrating "Gray" and "White" space technologies, pivoting CapEx toward advanced power modules and liquid cooling, marking the next critical frontier in AI hardware.
Samsung currently leads HBM4 validation due to process improvements enhancing stability. SK hynix retains volume leadership despite re-sampling, while Micron trails slightly. Given robust AI demand and tight capacity, NVIDIA is expected to engage all three suppliers to secure the Rubin platform's supply chain.
Driven by AI adoption and Nvidia's new architecture, Enterprise SSD demand is skyrocketing. With suppliers prioritizing DRAM, NAND capacity remains constrained, pushing contract prices to record highs. Buyers are locking in long-term deals despite soaring costs, cementing SSDs as critical components.
TrendForce offers you a complete analysis on DRAM industry supply/demand sufficiency, cost analysis and price forecast.
TrendForce offers you a complete analysis on DRAM industry supply/demand sufficiency, cost analysis and price forecast.
Looking ahead to 2026, major global CSPs are significantly increasing capital expenditures on AI infrastructure, focusing on high-density GPU racks and self-developed ASICs to optimize costs. North American giants are leading the adoption of NVIDIA solutions and proprietary chips, driving the share of AI servers and ASICs. Meanwhile, OEMs like Dell and IEIT are aggressively deploying AI solutions amidst intense competition and geopolitical challenges.
In 2026, the HBM market continues to grow, with SK hynix maintaining its lead and Samsung recovering significantly via HBM3e and HBM4 contributions. Micron also expands aggressively. While HBM3e dominates and HBM4 adoption begins, overall growth momentum slows due to chip upgrade delays and inventory buildup, leading to a converging supply-demand scenario.
Global Server Market – Trends and Outlook for 1Q26
NVIDIA and CSPs drive sustained AI growth through aggressive investment in GPUs, ASICs, and rack-scale infrastructure. Geopolitics reinforce ecosystem trends, benefiting supply chains. Surging AI workloads boost HBM demand and pricing premiums, with Samsung potentially leading the next-gen HBM4 race.
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