India, May 27 -- TrendForce's latest investigations reveal that continued AI investments by major North American CSPs are expected to drive a significant increase in enterprise SSD demand in the third quarter of 2025. The enterprise SSD market is likely to shift toward undersupply with finished product inventory levels remaining low, supporting a potential price increase of up to 10% QoQ.

TrendForce notes that earlier this year, suppliers adopted a conservative production strategy as they gradually brought the NAND Flash market back into supply-demand balance. However, the introduction of new U.S. reciprocal tariff policies in early April disrupted the market's momentum in Q2 and introduced volatility into price trends. Although some PC ...