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Driven by booming AI inference demand and HDD shortages, orders are shifting to high-capacity Enterprise SSDs. With manufacturers maintaining conservative expansion, supply cannot meet the explosive demand. This severe shortage is triggering sharp price hikes across the board, significantly boosting revenue.
Soaring memory prices increase system costs and retail prices, hurting the consumer market. TrendForce thus lowered 2026 shipment forecasts for smartphones, notebooks, and game consoles. Game console makers may abandon price cuts due to costs, shifting to high-price, profit-preserving strategies.
Due to tight supply and strong AI and enterprise SSD demand, NAND Flash wafer prices surged in November. Contract prices for some products rose significantly, with the uptrend likely to continue into December as enterprise demand dominates, despite limited consumer recovery.
Suppliers keep reducing SLC and MLC output while telecom and automotive demand stays strong, resulting in continued NAND Flash contract price rises. MLC sees higher increases; SLC demand is stable. Tight supply is expected to persist, keeping prices upward in the short term.
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.
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