Contract Prices of NAND Flash Retain Strong Momentum for 3Q25 as AI Demand Triggers Robust Enterprise SSD Growth

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2025-05-20

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According to TrendForce, the NAND Flash market has maintained equilibrium in early 2025 due to conservative capacity strategies by suppliers. However, sudden US tariffs disrupted this balance, leading some PC OEMs to stockpile, but overall shipment momentum was weak. The retail market's declining demand and uncertain outlook for enterprise and consumer applications have led suppliers to remain cautious on capacity expansion. Entering Q3 2025, the enterprise SSD market is expected to experience a substantial demand increase, driven primarily by North American cloud service providers' investments in AI. The rising demand is not only from Chinese AI deployments but also expanding in North America, supporting the global growth of enterprise SSD and leading to higher NAND Flash prices in 2025.

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Category: Semiconductors , Artificial Intelligence

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