AI Inference Pivot Ignites Enterprise SSD Shortage

Last Modified

2026-02-05

Update Frequency

Aperiodically

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PDF

AI shifting to inference drives a surge in enterprise SSD demand. With new fab capacity delayed by cleanroom construction, supply remains tight through the next two years. Top vendors focus on node upgrades and alliances, shifting pricing power to suppliers.

Key Highlights

Shift from training to large scale inference transforms storage architecture
Surging enterprise demand compresses supply for the consumer market
Strategic alliances and process migrations secure long term stability

Structural Shift in AI Inference Demand Tightens Supply of Enterprise SSDs
- YoY Changes in Global NAND Flash Production Capacity
Kioxia and SanDisk: Extending Joint Venture to Secure Long-Term Supply
Samsung and SK hynix: Acceleration on Transition to Advanced V9 Process to Magnify Output Bit
YMTC and Micron: Early Production and Expansion of New Fabs to Deal with Pressure from Future Supply
Schedule of Clean Room Establishment to Serve as a Key Bottleneck for Increment of Supply
- 2022-2027 NAND Flash Supply Bit Growth

YoY Changes in Global NAND Flash Production Capacity