Server SSDs to Increase in Price by Another 15–20% Due to Data Centers
TrendForce forecasts a rise in server SSD prices in Q4 2026
In the fourth quarter of 2026, prices for enterprise SSDs may increase by 15–20%, according to analysts' forecasts. Official notifications of the price hike have not yet been sent, but the cost of components in supply channels has already begun to rise.
Data centers remain the primary source of demand, while the consumer market is developing more slowly. Memory manufacturers are allocating capacity in favor of HBM, server DDR5, and enterprise QLC SSDs. Due to this, Samsung, SK hynix, and Micron are reducing the availability of conventional DRAM and certain types of NAND.
Small module manufacturers are facing not only rising procurement prices but also supply shortages. Large customers receive priority in terms of volumes and contract status, while other companies have to purchase components on the spot market. The cost of finished modules, however, is rising more slowly than production expenses.
In the consumer segment, demand is limited by inventory levels and a 15.8% reduction in laptop shipments in the third quarter. PC manufacturers are reducing memory purchases: contract prices for computer DRAM, according to TrendForce estimates, will increase by 13–18%, while the price rise for client SSDs will remain below 5%.
Some manufacturers, as reported, have already booked capacities through 2028. Rapid expansion of production, according to industry sources, will not eliminate the shortage, as the issue is also linked to the redistribution of products between segments. In the consumer market, prices remain uneven, and weak end-user demand gives buyers more negotiation opportunities.
