Strong demand for AI and general server orders is driving up enterprise SSD prices. The aggressive procurement and rise of self-built SSD strategies by North American and Chinese CSPs are likely to limit future price increases, weaken supplier bargaining power, and push the market into a phase of capacity and inventory adjustment.

Key Highlights

• Strong AI and general server demand push enterprise SSD prices up, mainly led by North American and Chinese CSPs.
• Tight supply of key components supports price hikes, yet inventory clearance and cautious outlook limit increases.
• North American AI server deployments and general-purpose server construction drive parallel SSD demand; Chinese CSPs ramp up self-sufficiency via domestic SSDs.
• In-house SSD development spreads to US AI storage firms, marking a shift towards customized high-performance solutions and impacting standard products.
• Short-term pricing benefits from demand, but long-term, self-built trends and inventory pressure restrain further increases.
• OEMs will face diminishing pricing power and may resort to price adjustments, with the market entering a phase of capacity and stock optimization.

Table of Contents

1. Surge of AI and General-Purpose Server Orders Ascended Enterprise SSD Prices by 4-6%
2. Chinese CSPs' In-House SSD Solutions Account for Nearly 20%; YMTC’s NAND Flash Serves as Key Factor
   • Enterprise SSD Contract Price Update

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