TrendForce’s latest report on enterprise SSDs reveals that a surge in demand for AI has led AI server customers to significantly increase their orders for enterprise SSDs over the past two quarters. Upstream suppliers have been accelerating process upgrades and planning for 2YY products—slated to enter mass production in 2025—in order to meet the growing demand for SSDs in AI applications.
TrendForce observes that increased orders for enterprise SSDs from AI server customers have resulted in contract prices for this category rising by over 80% from 4Q23 to 3Q24. SSDs play a crucial role in AI development. In AI model training, SSDs primarily store model parameters, including evolving weights and deviations.