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Driven by the AI Agent boom and Nvidia’s new DPU, Enterprise SSD demand has exploded. With suppliers prioritizing DRAM, severe shortages have triggered panic buying and record-breaking price hikes. As high-capacity SSDs become critical for AI, supply constraints and rising costs are expected to persist.
In 2026, benefiting from strong capital expenditure by North American CSPs, AI server shipments and revenue share are expected to rise significantly, driving supply chain expansion and the development of liquid cooling technologies. Industry players such as Foxconn, Quanta, Wistron, and MGCooling are actively deploying rack-level and data center system liquid cooling solutions as well as overseas production capacities. Despite lingering geopolitical variables, overall market momentum remains robust.
Driven by policy, Chinese firms accelerate HBM development to support domestic AI chips. CXMT targets advanced nodes while JHICC focuses on mature processes. Both face technical hurdles and are in early verification stages, having limited global impact but aiming for long-term self-sufficiency.
Micron acquires PSMC’s Tongluo facility to accelerate capacity expansion, alongside agreements for DRAM technology licensing and advanced packaging. This strategic partnership resolves Micron’s AI-driven bottlenecks and enhances PSMC’s mature process capabilities, significantly boosting future industry supply and technical depth.
Driven by robust Server and AI demand, the displacement of DDR5 capacity has triggered price surges. HBM3e prices are poised to rise due to increased orders and specification upgrades, strengthening supplier bargaining power. Although SRAM offers low latency, cost and capacity constraints ensure it remains complementary to HBM rather than a replacement.
Despite market headwinds, strategic pivots and supply chain optimization successfully offset revenue pressure. Cost controls significantly improved margins. With continued R&D investment strengthening competitive moats, analysts see robust long-term growth and maintain a positive outlook.
AIGC mass adoption drives AI Agent and inference demand. NVIDIA's BlueField-4 platform optimizes network architecture, expanding DDR5 memory pools and boosting high-performance SSD requirements to ensure model switching efficiency and maximize GPU ROI.
Driven by strong demand from US and China CSPs, 2026 AI server shipments will surge. Key drivers include NVIDIA and Google's ASICs, accelerating liquid cooling adoption. While general server refresh cycles aid growth, supply chain lead times remain a potential bottleneck.
NVIDIA's H200 supply upside is limited by tight advanced packaging and memory capacity prioritized for new platforms. While targeting the Chinese market, geopolitical risks are driving China to accelerate domestic chip autonomy and in-house ASIC development, expanding local market share.
Raised specs delayed HBM4 production, keeping HBM3e dominant. Samsung leads verification with advanced tech, while SK hynix retains the top share.
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