Expect HDD, SSD Shortages as AI Rewrites the Rules of Storage Hierarchy — Multiple Companies Announce Price Hikes, Too
8 Articles
8 Articles
After several months of relative stability, the storage market is preparing for a significant increase in prices. According to information from the supply chain, the main manufacturers of NAND including Western Digital, SanDisk, Micron or Samsung are planning to increase their prices by 10 to 30% in the coming weeks. The reason for this is that the [...] The article SSD and HDD prices could rise up to 30% due to demand for IA appeared first on H…
AI Inference Surge Creates Nearline HDD Shortages, SSDs Poised to Benefit
New research by TrendForce indicates that inference AI applications are generating massive data volumes, straining the global storage ecosystem. Nearline HDDs are now in short supply, with lead times ranging from weeks to over a year. This shortage is forcing cloud service providers (CSPs) to reassess their tiered storage architectures. Nearline HDDs are a special […] The post AI Inference Surge Creates Nearline HDD Shortages, SSDs Poised to Ben…
Hard Drive Shortage Intensifies as AI Training Data Pushes Lead Times Beyond 12 Months
Lead times for high-capacity hard drives have exceeded 52 weeks as AI workloads drive unprecedented demand for warm storage that sits between fast SSDs and offline tape archives, according to TrendForce. Western Digital notified customers of price increases across its entire hard drive portfolio citing demand for "every capacity" in its product line. The shortage stems from AI infrastructure requirements including training datasets, model check…
HDD & SSD Prices Are Expected to Skyrocket By Up To 30% as NAND Firms Cash In on AI Mania, Driven By Huge Demand From Data Centers
NAND-based products, including consumer SSDs, could see a sharp rise in the coming weeks, as major suppliers raise prices to meet the massive AI demand. The Increase in AI Data Center Capacity Has Brought In Huge Demand For Enterprise Storage Well, it seems like gamers might need to combat another shortage coming their way. According to reports quoting supply chain sources, NAND firms such as Western Digital, SanDisk, and Micron are raising NAND…


Expect HDD, SSD shortages as AI rewrites the rules of storage hierarchy — multiple companies announce price hikes, too
The computing market is absolutely ablaze with growth, and what's driving it is AI, of course. The most common headlines on this topic tend to revolve around GPUs, but the storage market is under heavy pressure as well — especially hard drive vendors who purportedly haven't done much to increase manufacturing capacity in a decade. The AI hardware crunch is hitting storage as well as GPUs. Sources say lead times for high-capacity hard drives have…
Trendforce has published a report that shows that AI creates bottlenecks in Nearline HDDs. An alternative could be 2026 QLC SSDs.
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