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September SLC/MLC NAND Flash prices surged, fueled by robust niche demand, strategic supply contraction, and capacity shift to high-margin products. October anticipates further gains and tighter supply.
AI demand boosts storage; HDD scarcity shifts orders to enterprise SSDs, strengthening NAND Flash market sentiment. Supplier inventories are healthy, projecting widespread 4Q25 contract and spot price hikes.
AI's surge is transforming data center storage. HDD faces high costs and long lead times due to new tech hurdles, creating a significant supply gap. This opens a key opportunity for QLC Nearline SSDs. NAND suppliers are accelerating advanced process transitions to dominate the AI-driven high-capacity storage market, positioning Nearline SSDs as the future mainstream.
4Q25 memory prices continue upward. Strong AI demand from US CSPs and HDD shortages boosting enterprise NAND Flash are key. Suppliers prioritize profit, tightening old process supply.
TrendForce notes surging AI inference drives high-capacity storage demand. HDD shortage pushes CSPs to Nearline SSDs. NAND Flash vendors accelerate QLC validation & expansion. Future sees wider SSD adoption in AI, boosting enterprise SSD demand. NAND Flash expands to AI training, diversifying tech. Supply chain faces bottlenecks, requiring expansion & innovation.
The NAND Flash market is reversing upwards, fueled by HDD shortages driving robust enterprise QLC SSD demand. Contract and spot prices are climbing. Suppliers prioritize QLC output and process upgrades, expecting sustained price increases from 4Q25 through 3Q26 due to anticipated supply tightness.
TrendForce indicates AI-driven data explosion causes structural changes in data center storage. HDD shortage accelerates QLC SSD demand, especially high-capacity products. Despite cost considerations, the widening HDD gap prompts North American CSPs to evaluate QLC SSD as cold data storage alternative. Supplier capacity constraints and CSP price sensitivity lead to short-term price negotiations, but in the long run, unresolved HDD issues will lead to explosive growth in QLC SSD demand.
Nearline HDD shortages are driving QLC SSD demand. Suppliers foresee tight supply and rising NAND contract prices next year, despite spot market resistance. AI-driven data center needs make QLC SSD a critical, indispensable solution for future growth.
Strong 4Q25 enterprise SSD demand boosts prices. Yet, 1H26 NAND Flash faces server platform shifts, weak smartphone demand, and supply expansion, dimming its outlook.
AI compute faces memory bottlenecks. HBM's capacity/cost are limits. NAND Flash, via HBF (high-capacity near-memory) and AI SSD (intelligent preprocessing), optimizes AI architecture, redefining its value and role.
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