SSDS: The first price increases are based on

Market observers expect rising prices for NAND flash modules by the end of the year and beyond the end of the year. This could also increase the prices of SSDS, albeit moderately.

The market observer specializing in memory Trendforce assumesthat NAND flash prices rose by an average of 3 to 8 percent in the third quarter that soon expired. For the fourth quarter, an increase of 5 to 10 percent is in the room.

The price increases should result from the high demand for data centers for AI applications. Hyperscalers such as Google, Meta, Microsoft, Oracle and Xai are currently building huge data centers for hundreds of billions. Because HDDs have already become scarce for data stores, companies are increasingly switching to highly capacitive SSDs. The increasing deliveries of servers with Nvidia’s Blackwell accelerators should tighten the scarcity in this market segment.

Manufacturers react

Storage manufacturers are said to have already reacted to the changed demand and switch parts of their production to suitable NAND flash modules. The focus is on chips with quadruple level cells (QLC) that write four bit per cell and thus enable particularly high capacities.

So far, the effects on end customer SSDs have apparently not yet been seen because the demand is behavior there. According to Trendforce, PC manufacturers are also currently ordering a few SSDs; The warehouse in the intermediate trade should be well filled again. Most Popular M.2-SSDS have been a maximum of a few euros more expensive in the past few months.

SSD manufacturers are currently supposed to reorganize their delivery plans for 2026. This is also why there is currently no forecast of how prices could develop next year.