(Revised) Enterprise SSD Contract Price 1Q26

Last Modified

2026-02-12

Update Frequency

Quarterly

Format

PDF

Driven by AI adoption and Nvidia's new architecture, Enterprise SSD demand is skyrocketing. With suppliers prioritizing DRAM, NAND capacity remains constrained, pushing contract prices to record highs. Buyers are locking in long-term deals despite soaring costs, cementing SSDs as critical components.

Key Highlights

Demand Shift: The rise of AI Agents and Nvidia's new DPU architecture has transformed high-capacity SSDs into critical components for computing efficiency, fueling exponential demand growth.
Supply Bottlenecks: Suppliers are prioritizing profitable DRAM over NAND Flash expansion. Reliance on process upgrades is insufficient, leading to prolonged capacity shortages.
Price Trajectory: Severe imbalances have forced buyers to accept record-breaking prices and long-term contracts to secure supply, with significant price hikes expected to continue despite high baselines.

Enterprise SSD Experienced another ASP Hike to Above 70% in 1Q26 amidst Initiated Negotiations for Long-Term Supply Contracts
NVIDIA Launched BlueField 4 for Optimization of GPU Performance; AI Agent Services to Expedite Demand for SSD
- Enterprise SSD Contract Price Update