SSD Prices to Rise in the Second Half of 2025 Due to AI-Driven Demand

Analysts predict that the global SSD market will undergo a dramatic shift in the latter half of 2025. Following years of declining prices due to oversupply, stabilization is expected, followed by a steady rise. The key drivers behind this trend include a reduction in NAND chip production, the AI boom, and evolving demand in both enterprise and consumer segments.

According to TrendForce, the NAND market will remain imbalanced in Q1 2025, with excess supply continuing to push prices down and exacerbate financial challenges for suppliers. However, by mid-year, the situation is set to change drastically. Manufacturers, recognizing the risks of chronic overproduction, have begun aggressively scaling back output. While flash memory demand growth slowed from a projected 30% to just 10–15% in 2023–2024, companies are now deliberately restricting supply to drive price recovery.

The rise of artificial intelligence is set to fuel a surge in SSD demand. NVIDIA’s increased shipments of Blackwell GPUs in the latter half of 2025 will trigger a sharp rise in demand for high-capacity enterprise SSDs. Drives exceeding 30TB will become the new standard for small and mid-sized businesses, offering an optimal balance of performance and total cost of ownership. Meanwhile, AI startup DeepSeek has made a breakthrough, reducing AI server deployment costs by 40%. This innovation will enable even smaller companies to integrate advanced AI algorithms, further driving demand for server-grade SSDs.

The NAND industry is heading for a major reset: instead of battling oversupply, manufacturers will shift focus to meeting the rising demand from the AI sector and next-generation data storage needs. For consumers, this could mark the end of the era of cheap SSDs — but in return, it will pave the way for technologies that once seemed like science fiction.