- About Us
-
Research Report
Semiconductors
LED
Consumer Electronics
Emerging Technologies
- Selected Topics
- Membership
- Price Trends
- Press Center
- News
- Events
- AI Agent
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.
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).
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.
Fueled by robust AI demand, suppliers currently dominate the market while maintaining critically low inventory levels. Aggressive stockpiling by cloud giants sustains elevated prices. Meanwhile, despite weak consumer demand and mounting cost pressures, the PC, module, and smartphone sectors are forced to build defensive inventories to prevent supply chain disruptions.
Driven by the explosive demand for AI servers and high-capacity solid-state drives (SSDs), the NAND industry's quarterly revenue has reached a record high. Under the dual impact of limited capacity and traditional hard drive shortages, the soaring prices of enterprise products have boosted manufacturers' profits. Looking ahead, major suppliers are actively advancing high-capacity technologies, and the trend of undersupply and high prices is expected to persist in the long term.
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 read / write load / write intensify Enterprise SSD breakdown.
Research Areas:
Industry News
