Global server demand remains solid, sustaining stable Enterprise SSD orders. As suppliers boost production, improved supply has eased urgent order pressures and moderated quarterly contract price increases. Looking ahead, rising supply and delayed platform shipments will further cool price gains. Concurrently, the widening unit capacity price gap between high-density SSDs and HDDs is eroding total cost of ownership advantages, posing long-term growth challenges under strict enterprise cost controls.

Key Highlights

• Solid Server Demand Meets Recovering Supply: Global server growth keeps orders steady, while suppliers' capacity adjustments have boosted fulfillment rates and eased urgent order pressures.
• Buyer Cost Resistance Moderates Contract Prices: Despite supplier efforts to maintain margins, buyer resistance to rising costs successfully moderated quarterly contract price increases.
• Delayed Platform Shipments Further Cool Price Momentum: Expanding supply alongside weaker-than-expected momentum from next-generation platform updates will further ease supply tightness and slow future price gains.
• Widening HDD Price Gap Challenges High-Density SSD Growth: The expanding unit capacity price gap relative to HDDs diminishes total cost of ownership advantages, threatening long-term growth as enterprises rigidly control infrastructure costs.

Table of Contents

1. Contract Price Hikes on Enterprise SSD Subsided to 20-25% in 3Q26 under Inhibition by Suppliers’ Expanded Product Availability
2. Per GB Price Difference between Unit Prices of QLC and HDD Expanded to 15 Times; QLC Enterprise SSD Faces Long-Term Predicaments
   • Enterprise SSD Contract Price Update

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