According to TrendForce, a respected research firm, the contract price for enterprise NAND flash memory is projected to see a 5-10% rise quarter-over-quarter in the October-December 2025 period. This expected increase surpasses the growth rate observed in the July-September quarter.
This sustained price surge is primarily driven by two critical factors. Firstly, there has been a significant increase in SSD procurement by data center operators. As the backbone of the digital economy, data centers are constantly expanding and upgrading their storage infrastructure. Secondly, the market is facing difficulties in securing Nearline HDDs due to persistent supply capacity issues. This bottleneck has compelled businesses to pivot towards SSDs, further amplifying demand.
The most pronounced impact is expected in the server SSD sector, where prices are forecasted to jump by approximately 20% during the same period. This strong market dynamic has positioned suppliers to adopt a more aggressive pricing strategy, indicating confidence in continued demand and tight supply conditions. Businesses relying on large-scale storage solutions should prepare for sustained price pressures in the immediate future.
