SSDs are vital to enhancing user experience and system performance for PCs and client devices. Micron Technology, Inc. today announced the Micron 2600 NVMe SSD, a value client storage solution designed for OEMs. Built with the industry's first 9th-generation QLC NAND in an SSD, the 2600 SSD features Micron's innovative Adaptive Write Technology (AWT) to deliver exceptional PCIe Gen 4 performance with QLC economics. The Micron 2600 SSD achieves up to 63% faster sequential write and 49% faster random write speeds than competing value QLC and TLC SSDs, offering a best-in-class user experience for demanding client users.

"The Micron 2600 QLC SSD achieves superior performance compared to competitive value TLC drives," said Mark Montierth, corporate vice president and general manager of the Mobile and Client Business Unit at Micron Technology. "Micron's unparalleled combination of high-performance G9 NAND and innovative Adaptive Write Technology unlocks the performance previously only considered possible with TLC drives and is in qualification with Micron's OEM customers. This Micron innovation milestone allows for broader commercial adoption of QLC NAND."

KIOXIA America, Inc. today announced the development and prototype demonstration of its new KIOXIA CD9P Series PCIe 5.0 NVMe SSDs. These next-generation drives are the latest SSDs built with KIOXIA's 8th generation BiCS FLASH TLC-based 3D flash memory. KIOXIA BiCS FLASH features CBA (CMOS directly Bonded to Array) technology, a breakthrough architecture that significantly boosts power efficiency, performance, and storage density, while doubling the capacity available per SSD compared with the previous generation model.

As GPU-accelerated AI servers drive up the demands on storage infrastructure, maintaining high throughput, low latency, and consistent performance is critical - including keeping valuable GPUs highly utilized. The KIOXIA CD9P Series is purpose-built for these next-generation environments, delivering the speed and responsiveness required by AI, machine learning, and high-performance computing (HPC) workloads to ensure GPUs stay fed with data and operating at maximum efficiency.

TrendForce's latest investigations reveal that several negative factors weighed on the enterprise SSD market in the first quarter of 2025. These include production challenges for next-gen AI systems and persistent inventory overhang in North America. As a result, major clients significantly scaled back orders, causing the ASP of enterprise SSDs to plunge nearly 20%. This led to QoQ revenue declines for the top five enterprise SSD vendors, reflecting a period of market adjustment.

However, conditions are expected to improve in the second quarter. As shipments of NVIDIA's new chips ramp up, demand for AI infrastructure in North America is rising. Meanwhile, Chinese CSPs are steadily expanding storage capacity in their data centers. Together, these trends are set to reinvigorate the enterprise SSD market, with overall revenue projected to return to positive growth.

Silicon Motion at the 2025 Computex showed off its latest SSD and flash storage controller products. The star-attraction is the company's new SM2504XT, a DRAMless client NVMe SSD controller. The chip is built on the TSMC 6 nm process, with a power draw of just 2.4 W when active, and 1 mW when idling. The controller features 4 flash channels with 16 control elements, each with up to 3600 MT/s transfer speeds. It supports 3D TLC and 3D QLC NAND flash types from popular vendors. The reference SSD based on the SM2504XT was shown offering maximum sequential read speeds of 11.5 GB/s, and max sequential writes of 11 GB/s; with 1.7 million IOPS 4K random reads, with up to 2 million IOPS 4K random writes.

Next up, is the SM8366 enterprise SSD controller designed for PCI-Express Gen 5 x4 host interface across popular form-factors such as U.2, E1.S, and E3.S, including some extreme capacity drives. A demo drive showcased in the Silicon Motion booth had the NAND flash components spanning two PCBs that are interconnected by a ribbon cable. There are other interesting onboard devices such as DRAM cache, and capacitor-based power-loss protection. This controller was shown posting sequential read speeds of 14710 MB/s with QD128, and sequential writes of 3444 MB/s with QD128; and a sensational 3 million IOPS 4K random reads at QD512.Pictures of the SM8366 and its performance follow.

Silicon Motion Technology Corporation ("Silicon Motion"), a global leader in designing and marketing NAND flash controllers for solid-state storage devices, today announced that it will showcase its broad portfolio of products including two new SSD controllers at COMPUTEX 2025. The first is the SM2504XT, an ultra-low power PCIe Gen 5 DRAM-less controller offering industry-leading performance per watt. The second is the SM2324, the world's first true single-chip portable SSD controller supporting USB4 with built-in Power Delivery. Together, these innovations highlight Silicon Motion's leadership in enabling energy-efficient, high-performance SSD solutions for AI PCs, gaming systems, and portable devices.

SM2504XT Delivers High Performance and Low Power for AI-Driven Client SSDs
Built on TSMC's 6 nm process, the SM2504XT delivers up to 11.5 GB/s sequential read and 11.0 GB/s write speeds, with random IOPS reaching up to 1.7M read and 2.0M write—all while consuming under 5 W. Compared to the previous generation, it achieves an 11% gain on performance per watt and sets a new standard for power efficiency among PCIe Gen 5 client SSD controllers.

KIOXIA America, Inc. today announced the development and prototype demonstration of its new KIOXIA CM9 Series PCIe 5.0 NVMe SSDs. These next-generation drives are the first enterprise SSDs built with KIOXIA's 8th generation BiCS FLASH TLC-based 3D flash memory, which incorporates CBA (CMOS directly Bonded to Array) technology - an architectural innovation that delivers significant advances in power efficiency, performance and density, while doubling available capacity per flash device.

As the demands of modern computing intensify, applications such as AI, machine learning, and high-performance computing require a sophisticated solid state storage infrastructure - requiring not only enterprise-class performance but also higher power efficiency to ensure scalability and manageable operational costs. Addressing these requirements is central to the design of the KIOXIA CM9 Series, which is purpose-built to support next-generation data center workloads.

Setting a new standard for client SSDs, Sandisk today unveiled the powerful WD_BLACK SN8100 NVMe SSD with PCIe Gen 5.0 technology, a cutting-edge internal SSD delivering speeds up to 14,900 MB/s and capacities up to 8 TB, for high-performance gaming, content creation and artificial intelligence (AI) workloads.

With the evolution of gaming graphics, high-quality 4K and 8K content and AI applications, today's gamers and professionals need solutions to help maximize the performance of their PCs. The Sandisk WD_BLACK SN8100 NVMe PCIe Gen 5.0 SSD is built for hardcore PC gamers looking to add the most advanced combination of speed and reliability to their rig for peak performance and for professionals needing a top-of-the-line PC storage solution for intensive workflows and AI applications. In addition to blistering speeds, the new PCIe Gen 5.0 SSD is also 100% more power efficient than Sandisk's high-performance PCIe Gen 4.0 SSD.

Kingston FURY, the high-performance division of Kingston Technology Company, Inc., a world leader in memory products and technology solutions, announces its PCIe 5.0 NVMe M.2 SSD, Kingston FURY Renegade G5 for gaming and high-power users seeking maximum performance.

Kingston FURY Renegade G5 allows users to unleash the full capability of their system by leveraging the latest PCIe Gen 5 x 4 controller and 3D TLC NAND to reach extreme speeds up to 14,800/14,000 MB/s read/write and over 2M IOPS. Kingston FURY Renegade G5 is optimized for performance PC and workstations to eliminate storage bottlenecks and significantly reduce load times, making it the ideal drive for when you're deep in high-intensity gaming, editing, or a data-heavy workflow.

Silicon Power (SP) is proud to announce the launch of the Inspire microSDXC card, a powerful new memory solution tailored for content creation, 4K video production, and handheld gaming. With blazing fast read speeds up to 170 MB/s and write speeds up to 160 MB/s, the Inspire card offers the speed, reliability, and versatility that today's creators and gamers demand.

Built for Speed, Ready for Action
Designed with UHS-I U3 and V30 video speed ratings, the Inspire card is ideal for applications that demand high-speed data processing—from capturing ultra-high-definition 4K video on drones and action cameras to supporting mobile gaming and professional content creation on portable game consoles and Android devices. With capacity options of 128 GB, 256 GB, and 512 GB, users can choose the perfect fit for their storage needs. For power users who require even more storage, a 1 TB option is slated for release in Q2 of this year.

Last November, Western Digital introduced its WD_BLACK SN7100 NVMe SSD series—advertised as utilizing their: "latest TLC 3D NAND." This new SSD design offers: "speeds up to 7,250 MB/s read and 6,900 MB/s write (for 1 and 2 TB models), providing up to a 35% performance boost over our previous generation SSD." The manufacturer's official press material did not explicitly state that the SN7100 would serve as a natural replacement for their well-regarded SN770 (2022) product family, but W1zzard's recent glowing review (of the 2 TB variant) refers back to the forebear on multiple occasions.

As low-key teased by last November's press announcement, a 4 TB WD_BLACK SN7100 model is arriving in 2025—freshly updated listings indicate an imminent launch at retail/e-tail. Interestingly, WD's SN770 range never reached beyond a 2 TB barrier. Search engine results—when inputting the "WDS400T4X0E-00CJA0" identifier—point to a "March 2025" SN7100 series data sheet, and SanDisk's UK store accepting pre-orders for £255.99 (~$332 USD). Availability status is currently designated as: "within 1 week." Western Digital's spec comparison table (see below) proudly showcases the 4 TB variant's impressive endurance (TBW) credential: 2400. Its lower capacity siblings (1 TB and 2 TB) hold slight advantages in terms of read and write speeds. TechPowerUp's resident SSD reviewer deemed the SN7100 2 TB model worthy of an "Editor's Choice" badge, but wished for a larger capacity option. We hope that a 4 TB evaluation sample will make its way to W1zz HQ in the near future.

Samsung has officially released its next-generation 9100 PRO series solid-state drives to the masses, with availability starting today. The drives leverage PCIe 5.0 technology to deliver sequential read/write speeds of up to 14,800/13,400 MB/s—twice as fast as previous generation offerings—while random read/write performance reaches 2,200K/2,600K IOPS. The series, available in standard and heatsink variants, marks Samsung's first consumer NVMe offerings to reach 8 TB capacity. The 9100 PRO line integrates Samsung's 5 nm controller architecture, yielding up to 49% improved power efficiency compared to prior models. This efficiency gain comes without compromising the form factor, with the drives maintaining a slim 0.35-inch profile. The heatsink variant provides additional thermal regulation capabilities for sustained performance under demanding workloads, making it particularly suitable for AI content generation, 8K video editing, and high-performance gaming applications.

Currently available configurations include 1 TB, 2 TB, and 4 TB capacities, with pricing starting at $199.99 for the standard 1 TB model and $219.99 for the heatsink-equipped equivalent. The 2 TB models are priced at $299.99 and $319.99, respectively, while 4 TB variants command $549.99 and $569.99. Samsung has announced that 8 TB models will enter the market in H2 2025. Compatible with desktop PCs, laptops, and PlayStation 5 consoles featuring appropriate PCIe 5.0 slots, the drives incorporate Samsung's V-NAND TLC (V8) technology and LPDDR4X cache memory—ranging from 1 GB in the 1 TB model to 8 GB in the 8 TB version. Samsung's Magician Software suite provides management capabilities, including performance optimization and firmware update notifications.

Silicon Power (SP) is excited to launch the Endura series, a new SSD lineup featuring four models: E55, E60, ED90, and ES75. Designed with advanced 3D TLC NAND technology, these SSDs offer a comprehensive range of storage solutions catering to diverse user needs, all with the reliability- and performance-geared features that define TLC.

E55: 2.5" SATA III SSD
The E55 delivers robust and stable performance, making it an ideal choice for casual users and system integration builders seeking accessible, dependable storage. With a SATA III 6 Gb/s interface and capacities ranging from 512 GB to 2 TB, it offers broad compatibility for diverse devices and storage needs. Delivering speeds up to 500 MB/s read and 450 MB/s write - 15 times faster than a standard HDD - the E55 combines reliability and familiarity in a versatile, user-friendly solution.

Kingston has introduced its new DC3000ME line of enterprise-grade PCIe 5.0 SSDs. These top-tier storage devices come in a U.2 15 mm form factor (100.50 mm × 69.8 mm × 14.8 mm) and use 3D eTLC NAND flash memory. The drives include built-in power loss protection and AES 256-bit hardware-based encryption. Kingston DC3000ME SSDs are designed for server applications such as AI, HPC, OLTP, databases, cloud infrastructure, and edge computing. As an enterprise-grade product, the DC3000ME SSDs also feature various built-in telemetry such as media wear, temperature, health, etc.

At this moment, they are offered in three sizes: 3.84 TB, 7.68 TB, and 15.36 TB. Each version has 1DWPD durability with a 5-year warranty. In terms of power consumption, we have 8 W when idle and up to 24 W during writing operations. Kingston points out the drives' steady I/O performance and quick response times, with read delays under 10µs at 99% and write delays under 70µs. (up to 14,000/10,000 MB/s sequential read/write and up to 2,800,000/500,000 4k random read/write IOPS). The drives also have NVMe-MI 1.2b remote management, end-to-end data safety, and support for TCG Opal 2.0. Exact pricing is still to be announced, however we found them online at €686,9 (3.84 TB), €1226,9 (7.68 TB), €2252,9 (15.36 TB).

Micron Technology, Inc., today announced the Micron 4600 PCIe Gen 5 NVMe SSD, an innovative client storage drive for OEMs that is designed to deliver exceptional performance and user experience for gamers, creators and professionals. Leveraging Micron G9 TLC NAND, the 4600 SSD is Micron's first Gen 5 client SSD and doubles the performance of its predecessor.

The Micron 4600 SSD showcases sequential read speeds of 14.5 GB/s and write speeds of 12.0 GB/s. These capabilities allow users to load a large language model (LLM) from the SSD to DRAM in less than one second, enhancing the user experience with AI PCs. For AI model loading times, the 4600 SSD reduces load times by up to 62% compared to Gen 4 performance SSDs ensuring rapid deployment of LLMs and other AI workloads. Additionally, the 4600 SSD provides up to 107% improved energy efficiency (MB/s per watt) compared to Gen 4 performance SSDs, enhancing battery life and overall system efficiency.

Yangtze Memory Technologies Co. has begun shipping its fifth-generation 3D NAND memory chips, featuring 294 total layers and 232 active layers, according to an analysis from TechInsights. The new chips achieve bit density near 20 Gb per square millimeter (19.8 Gb/mm²), comparable to current offerings from SK Hynix and approaching Kioxia/Western Digital's latest products. YMTC's design uses hybrid bonding to connect the memory array with logic components, suggesting that Chinese memory makers are up to speed on the packaging standards that their non-sanctioned competitors use. The company has opted for a quiet release without formal announcements, a departure from typical industry practice. This low-key approach may be related to ongoing US trade restrictions on Chinese semiconductor companies.

While not setting records for active layers, SK Hynix's upcoming 321-layer chip leads in that metric, and YMTC's achievement in total layer count demonstrates continued technical progress. The chip uses string stacking technology, though the specific configuration of the layer arrays remains unclear. Other specifications show the new chip employs YMTC's Xtacking 4.0 architecture and triple-level cell (TLC) design. This matches major competitors' architecture type, though detailed performance metrics such as interface speeds have not been disclosed. The 5th generation NAND focuses on getting density on the right track. However, we expect YMTC to continue development at the same speed, match SK Hynix with 321-layer chips, and surpass it with Xtacking 5.0 in the near future.

Transcend Information Inc. (Transcend) a global leader in storage solutions, introduces the new ETD210T enterprise 2.5-inch SSD, designed to meet the read-intensive needs of business users. Featuring enterprise-grade TLC (eTLC) NAND flash and a SATA III 6 Gb/s interface, the ETD210T includes a built-in DRAM cache to deliver fast data transfer, exceptional Quality of Service (QoS), ultra-low latency, and superior endurance. Ideal for read-intensive and high-capacity storage workloads in cloud and data center applications, it provides a reliable and efficient storage solution for enterprise computing.

Designed for Enterprises, Optimized for Data Centers
The ETD210T supports various enterprise applications, including data centers, virtualized servers, and large-scale data processing. Equipped with high-endurance eTLC NAND flash, it delivers exceptional read and write performance. Its endurance rating of DWPD = 1 meets the requirements of most enterprise-class applications, while its read and write speeds of up to 530 MB/s and 510 MB/s, respectively, address the need for highly efficient storage.

An SSD from Chinese manufacturer Zhitai has demonstrated impressive performance metrics, reaching sequential read speeds of up to 14.5 GB/s. Under the hood, the TiPro9000 2 TB SSD combines domestic YMTC 5th Generation 3D TLC NAND technology with Silicon Motion's SM2508 controller. The drive's architecture features a 2 GB LPDDR4X DRAM chip and two 3D TLC NAND dies utilizing 232-layer YMTC's Xtacking 4.0 architecture. While initial testing revealed peak sequential read and write speeds of 14,527 MB/s and 13,869 MB/s respectively, these rates are sustained through the SLC cache for approximately 24 seconds. Performance testing showed distinct operational phases. After the initial burst speed period, transfer rates stabilize at around 4,000 MB/s for 325 seconds before dropping to 1,700-1,800 MB/s. The drive then demonstrates recovery capabilities, returning to 4,000 MB/s after 259 seconds.

Random performance specifications are equally impressive, with the manufacturer claiming up to 2 million IOPS for reads and 1.6 million IOPS for writes. The TiPro9000's performance metrics position it competitively among top-tier PCIe 5.0 x4 drives. This shows the capabilities of Chinese-manufactured YMTC NAND memory technology paired with Silicon Motion's controller expertise, putting a lot of faith in China-made NAND Flash. With growing needs for AI and big data applications, performant storage systems are becoming key to many systems. However, Chinese companies still need a solid (pun intended) controller to compete with Western technology to complete storage manufacturing. Alibaba is working on a RISC-V-based controller, while InnoGrit has also been sampling controllers. We have yet to see commercial applications based on these two.

Although it was revealed back in March this year, SK hynix new Platinum P51 PCIe 5.0 has only just now launched in South Korea and the specs have been boosted since March. The official sequential read speed is now rated at 14.7 GB/s vs. 13.5 GB/s in March and likewise, the sequential write speed has increased to 13.4 GB/s from 11.5 GB/s. We're also looking at a random IOPS read speed of up to 2,300k and random write IOPS of up to 2,400k. This compares really favourably compared to Phison E26 based SSDs, especially the random IOPS are very impressive.

However, it's not all good news, as the endurance tops out at 1200 TBW on the 2 TB SKU, which is pretty much what every other modern SSD offers today and somewhat disappointing considering that we're looking at SK hynix 238 layer 3D TLC NAND here. The 2 TB SKU is also the largest size available for now and the Platinum P51 will also come in 1 TB and 500 GB flavours. Another not so great, is the 10 W power consumption, even though SK hynix claims it's industry leading, but we know that this isn't true, as the Silicon Motion SM2508 controller is more power efficient than that. The drive has already been quickly benchmarked by South Korean hardware site Quasar Zone and it delivers in terms of the claimed speeds from the manufacturer, at least according to the CrystalDiskMark numbers. No pricing has tipped up as yet, so we'll have to wait to see how competitive the drive will be in an already crowded market. However, it's worth keeping in mind that SK hynix tends to charge a premium for its SSDs over many of its competitors.

Update Dec 14th: The 2 TB SKU has a retail price of 473,000 Korean Won, which equals about US$330, making it prohibitively expensive at the moment, even compared to most other PCIe 5.0 SSDs on the market. The 1 TB SKU comes in at 279,000 Korean Won, or about US$195. The Korean prices include 10% VAT/sales tax.

TrendForce's latest investigations found that the enterprise SSD market experienced significant growth in 3Q24, driven by robust demand from AI-related applications. Prices surged as suppliers struggled to keep pace with market needs, pushing overall industry revenue up by an impressive 28.6% QoQ. Demand for high-capacity models was especially strong, fueled by the arrival of NVIDIA's H-series products and sustained orders for AI training servers. As a result, the total procurement volume for enterprise SSDs rose 15% compared to the previous quarter.

Looking ahead to 4Q24, TrendForce forecasts a slowdown in enterprise SSD revenue as procurement demand begins to cool. Total procurement volume is expected to dip, with the peak buying period behind and server OEM orders being slightly revised downward. As shipment volume declines, overall industry revenue is also projected to decrease in the fourth quarter.

Solidigm, a leading provider of innovative NAND flash memory solutions, announced today the introduction of the world's highest capacity PCIe solid-state drive (SSD): the 122 TB (terabyte) Solidigm D5-P5336 data center SSD. The D5-P5336 doubles the storage space of Solidigm's earlier 61.44 TB version of the drive and is the world's first SSD with unlimited Random Write endurance for five years—offering an ideal solution for AI and data-intensive workloads. Just how much storage is 122.88 TB? Roughly enough for 4K-quality copies of every movie theatrically released in the 1990s, 2.6 times over.

Data storage power, thermal and space constraints are accelerating as AI adoption increases. Power and space-efficient, the new 122 TB D5-P5336 delivers industry-leading storage efficiency from the core data center to the edge. Data center operators can deploy with confidence the 122 TB D5-P5336 from Solidigm, the proven QLC (quad-level cell) density leader with more than 100EB (exabytes) of QLC-based product shipped since 2018.

SMART Modular Technologies, a global leader in integrated memory solutions, solid-state drives, and hybrid storage products, today announced its new ruggedized T6EN PCIe/NVMe flash drives for aerospace, defense, and industrial applications. This new family of SSDs is available in U.2, E1.S and M.2 2280 form factors, enabling flexibility for end users based on their specific application and configuration needs. These T6EN SSDs offer capacities up to 15 TB (terabytes) for the U.2 version and up to 8 TB for the E1.S and M.2-2280 versions. All three versions utilize 3D TLC flash memory.

"Our new T6EN SSDs deliver a rich, ruggedized feature set coupled with our proprietary security algorithms, erase trigger, and hardware write-protection," explains Mike Guzzo, senior director of SMART's RUGGED line of flash products. Delivering a more robust SSD starts at the design stage, where SMART specifies higher margins for routing of signals, thicker PCBs, and more durable enclosures. During the engineering and development process, SMART selectively sources only the highest reliability components and performs deep integration testing - including 8-hour burn-in testing under wide degrees of temperature variation - to ensure conformance with all requirements for secure, ruggedized storage.

Apacer today introduced the PE4430-R, a compact M.2 NVMe SSD in the M.2-2230 form-factor, which makes it suitable for handheld gaming consoles, such as the Steam Deck. The drive uses a graphene based heatspreader that's 0.17 mm-thick. It comes in 1 TB and 2 TB capacities, and appears to be based on a combination of a Phison E27T DRAMless controller, and a single 3D TLC NAND flash chip. It takes advantage of the PCI-Express 4.0 x4 host interface, offering sequential transfer speeds of up to 5500 MB/s reads, with up to 5200 MB/s writes, with around 700,000 IOPS of 4K random reads, and around 880,000 IOPS 4K random writes. The Apacer PE4430-R comes with some impressive endurance figures, of 500 TBW for the 1 TB variant, and 1,000 TBW for the 2 TB. The company didn't reveal pricing information.

Patriot Memory, a leading manufacturer of high-performance gaming memory modules, SSDs, flash memory, and gaming peripherals, today announced the launch of its latest innovation under the Viper Gaming brand: the Viper PV573 PCIeGen5 x4 M.2 2280 SSD. This product reinforces Patriot's leadership in cutting-edge technology, pushing speed boundaries beyond its predecessor, the PV553.

The Viper PV573 SSD utilizes advanced 3D NAND vertical stacking technology, significantly enhancing storage density while reducing power consumption and delivering faster read and write speeds. This innovation also improves durability, making it a reliable choice for users with demanding storage needs. With capacity options of up to 4 TB, the Viper PV573combines powerful performance in a compact, portable form factor, achieving the perfect balance of high capacity and efficiency within a small footprint.

Greenliant is now sampling high-endurance EnduroSLC NVMe M.2 2242 and 2280 ArmourDrive EX Series solid state drives (SSDs), providing 75,000 and 150,000 program-erase (P/E) cycles. Operating between -40 and +95 degrees Celsius, NVMe M.2 ArmourDrive EX Series SSDs offer high reliability and long-term support required by leading customers in aerospace and defense, industrial, transportation and networking.

Greenliant is also sampling upgraded NVMe M.2 2242 / 2280 ArmourDrive PX Series SSDs with high-quality industrial 3-bit-per-cell (TLC) 3D NAND that support 5,000 P/E cycles. Optimized for high performance and low power consumption, both EX and PX series products provide the convenience of removability. Offered from popular 2280 (GLS88AS) to small 2242 (GLS88CS) form factors and available in a wide range of capacities, these single-sided, thin-profile SSDs are ideal for space-constrained designs.

TrendForce's latest reports reveal that the second quarter of 2024 saw a significant increase in demand for enterprise SSDs due to the increased deployment of NVIDIA GPU platforms and rising storage needs driven by AI applications, along with a surge in demand from server brands. The surge in demand for high-capacity SSDs for AI applications—coupled with suppliers' inability to adjust capacity in the first half of the year—resulted in a supply shortage that drove average enterprise SSD prices up by more than 25% QoQ. This price increase led to a revenue growth of over 50% for suppliers.

Looking ahead to the third quarter, demand from North American CSP customers continues to rise, and server brands show no signs of slowing down their orders, further boosting procurement volumes of enterprise SSD. With supply shortages persisting into the third quarter, TrendForce forecasts a 15% increase in contract prices compared to the previous quarter, with supplier revenues expected to grow by nearly 20%.