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Mobile DRAM and Mobile NAND Flash latest market supply/demand update.
The Enterprise SSD market saw a strong 3Q25 recovery, with prices and volumes rising due to AI inference and server build-out. Cautious supply combined with explosive demand for ultra-large capacity products is leading to 4Q25 shortages, significant price hikes, and a scramble for materials.
The NAND Flash industry saw Q3 revenue growth driven by strong enterprise SSD demand from AI servers. ASP rose due to production cuts and higher enterprise SSD mix. For Q4, AI applications and HDD shortages will sustain price increases across segments, leading to further revenue growth and improved vendor profitability.
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.
AI demand and HDD supply issues spur Enterprise SSD rush orders. Suppliers significantly boost 4Q25 contract prices, anticipating sustained tight supply and further increases. AI is redefining storage, pushing CSPs to validate large-capacity SSDs.
The NAND Flash market is facing supply shortages from 4Q25 due to the surging enterprise SSD demand and limited supply growth. Spot market prices are soaring, and supplier inventories are rapidly depleting. PC OEMs, module houses, hyperscalers, and smartphone brands show varied inventory levels, reflecting different market dynamics. Overall, short-term NAND Flash shortages and price increases are unlikely to ease.
TrendForce Offers you a complete analysis on NAND Flash industry wafer input, production output, technology node…etc. by each company.
TrendForce offers you a complete analysis on NAND Flash industry supply/demand sufficiency, cost analysis and price forecast.
Memory is entering a strong upward cycle, driving a significant rise in overall device BOM cost. To maintain profit margins, brands are adjusting their high-, mid-, and low-tier product mixes and implementing tiered hikes on retail prices. Soaring memory prices, coupled with a weak macro economy, create dual headwinds that will suppress production and shipment momentum for consumer electronics in 2026.
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