THE CRUNCH

Enterprise SSD prices are set to climb in the fourth quarter as North American cloud service providers have upgraded their demand forecasts. The surge is driven by major cloud companies accelerating deployments and expanding SSD use across more applications, including cost-efficient QLC drives. This procurement momentum is giving NAND Flash suppliers greater control over capacity allocation and pricing.

WHAT HAPPENS NEXT

Total enterprise SSD orders in the fourth quarter are expected to surpass the already elevated levels seen in the third quarter.