Core Insights - The demand for Enterprise SSDs is expected to remain strong due to the ongoing expansion of AI infrastructure by Cloud Service Providers (CSPs), leading to a projected 16.5% quarter-over-quarter revenue increase for the top five NAND Flash brands, approaching $17.1 billion in Q3 2025 [1] Group 1: Market Dynamics - The production cuts implemented in the first half of the year have proven effective, improving the supply-demand imbalance in the second half of the year [1] - The increase in the sales proportion of Enterprise SSDs has contributed to a rise in the average selling price (ASP) across manufacturers [1] Group 2: Future Outlook - AI applications are expected to continue driving demand for high-performance TLC and QLC Enterprise SSDs in Q4 [1] - Despite a return to normal inventory levels and natural losses during process transitions limiting shipment growth, the ongoing shortage of HDD supply is anticipated to support a continued increase in overall NAND Flash prices, with product price increases projected between 20% to 25% [1]
机构：预计第四季度整体NAND Flash价格持续上涨 各产品涨幅将落在20%~25%间
Mei Ri Jing Ji Xin Wen·2025-12-03 09:45