TrendForce forecasts continued price growth for enterprise solid-state drives in Q4 2026
According to IT Home, TrendForce forecasts that enterprise SSD orders will surpass Q3 highs in 2026Q4 as North American cloud service firms boost purchases, with prices expected to rise. The demand driver shift from AI training to AI inference and real-time data extraction and caching, along with growing use of AI systems, supports stronger eSSD activity and a rising share for QLC.
Key facts
- 01TrendForce predicts enterprise SSD shipments will exceed 2026Q3 highs in 2026Q4 due to North American cloud service demand.
- 02Prices for enterprise SSDs are expected to rise in 2026Q4.
- 03Demand drivers shift from AI training to AI inference and real-time data extraction and caching in system deployments.
- 04QLC’s share of total eSSD shipments is expected to rise quickly due to its storage density advantages.
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