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Driven by the dual impact of explosive demand for AI edge computing and production cuts in mature processes by suppliers, the NAND Flash market is experiencing skyrocketing prices this month. A critical supply shortage of SLC has sparked panic stockpiling, leading to rare and dramatic price hikes, while MLC is also maintaining strong upward momentum amid depleted inventories. With the supply imbalance unlikely to ease in the short term, quotes are expected to continue their upward trajectory.
Driven by robust demand for AI servers, enterprise storage products are yielding substantial profits, prompting suppliers to actively expand advanced manufacturing processes. However, high end-market costs have weakened consumer demand, bringing contract price negotiations to a stalemate. Meanwhile, the spot market is experiencing sluggish buying interest and downward price corrections due to inventory sell-offs.
Driven by AI, next-generation advanced NAND has become the mainstream. As traditional vertical stacking encounters physical limitations and performance degradation, the industry's focus is shifting toward architectural innovation. By leveraging heterogeneous integration technology—which separates the manufacturing of logic circuits and memory before vertically bonding them—manufacturers can overcome transmission bottlenecks and secure a future competitive advantage.
Driven by the artificial intelligence boom, soaring enterprise storage demand caused suppliers to heavily shift capacity, triggering severe consumer memory shortages and doubling prices. However, with sluggish consumer demand and buyers reaching cost limits, future price hikes are expected to narrow significantly.
Driven by the explosion in AI and enterprise demand, supplier capacity has severely crowded out consumer-grade SSDs, resulting in a structural supply shortage. Despite sluggish end-market demand caused by cost pass-throughs, suppliers remain dominant, aggressively driving massive spikes in contract prices. Looking ahead, as surging costs have reached buyers' tolerance limits, future price increases are expected to narrow significantly due to subdued demand.
Driven by the demand for both AI and general-purpose servers, enterprise SSDs are facing a severe supply-demand gap, leading to continuous surges in contract prices. Meanwhile, to address the pain point of high AI inference costs, suppliers are accelerating the rollout of low-latency, high-performance SSDs. This is driving a transformation in storage architectures and creating a high-margin blue ocean market.
Supported by AI demand, the contract market remains stable, while the spot market is experiencing a stalemate. Due to conservative expansion strategies by suppliers, NAND capacity growth remains slow. Fueled by the explosive storage demand driven by AI inference, the market will face structural tightening in the short to medium term, providing strong support for prices. Supply constraints will only ease when future new capacity comes online, hence buyers are advised to make strategic preparations in advance.
NAND Flash supplier inventory hits multi-quarter lows; strong AI server demand and strict capacity control drive sharp contract price hikes expected in 2Q26.
Arm's AGI CPU marks a strategic shift from IP licensor to platform provider, targeting AI data centers and accelerating Arm's gains against x86.
TrendForce combines its expertise in memory market and leverage it to provide a multi-faceted study of server market in this report. The content of it is as follows:
1. Server CPU Market: State of Competition and Market Shares
2. Server Procurement by Cloud Service Providers in North America and China
3. Projection on Shipments of Server Storage Products
4. Projection on Server Shipments for Current Year
5. Major ODM Partners of Critical Server Brands
6. Changes on Volumes in Server DRAM Procurement
7. Trends in SSD Procurement and Projections on Storage Form-Factors and Interfaces
8. Shares of Enterprise and Hyperscaler Servers in Memory Consumption.
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