India, Sept. 23 -- TrendForce's latest findings indicate that over the next two years, AI infrastructure will mainly focus on high-performance inference services. As traditional high-capacity HDDs face significant shortages, CSPs are increasingly sourcing from NAND Flash suppliers, boosting demand for nearline SSDs designed specifically for inference AI and catering to urgent market requirements.

NAND Flash vendors are quickly validating and adopting nearline QLC NAND Flash products to address the supply gap. QLC technology offers higher storage density at lower costs, making it essential for meeting large-capacity demand.

Suppliers are also increasing QLC SSD production, with capacity utilization expected to steadily grow through 2026....