NAND Flash Market Bulletin - Sep. 10, 2025

Last Modified

2025-09-10

Update Frequency

Weekly

Format

PDF

Nearline HDD shortages are driving QLC SSD demand. Suppliers foresee tight supply and rising NAND contract prices next year, despite spot market resistance. AI-driven data center needs make QLC SSD a critical, indispensable solution for future growth.

Key Highlights

Contract Market Outlook: Nearline HDD supply shortages are accelerating QLC SSD demand. Suppliers anticipate tight supply conditions and continued increases in NAND contract prices for the coming year.
Spot Market Dynamics: Attempts by suppliers to raise prices are meeting resistance due to current weak end-user demand, preventing effective transmission to the retail sector.
Strategic Industry Shift: The AI-fueled data deluge has created an unprecedented Nearline HDD supply crisis, compelling data centers to evaluate and increasingly adopt high-capacity QLC SSDs as an essential alternative. Despite initial cost and supply negotiations, QLC SSDs are poised for explosive growth.