According to TrendForce Jibang Consulting's research, the main reason for the increase in demand for enterprise SSDs from US cloud vendors over the past two weeks is that major CSPs are accelerating the expansion of enterprise SSD deployment scale and application scenarios. It is worth noting that this wave of demand is not only focused on high-performance TLC products, but QLC products with lower cost per unit capacity and higher efficiency are also the main source of growth momentum. Looking at the recent pull-up momentum, the total number of Enterprise SSD orders in the fourth quarter is expected to break through the high of the third quarter, showing a strong trend of continuous upward growth. This has also significantly increased the original manufacturer's capacity allocation and bargaining dominance in the enterprise-level market, further consolidating the foundation for enterprise SSD prices to maintain an upward trajectory.

According to TrendForce Jibang Consulting's research, the main reason for the increase in demand for enterprise SSDs from US cloud vendors over the past two weeks is that major CSPs are accelerating the expansion of enterprise SSD deployment scale and application scenarios. It is worth noting that this wave of demand is not only focused on high-performance TLC products, but QLC products with lower cost per unit capacity and higher efficiency are also the main source of growth momentum. Looking at the recent pull-up momentum, the total number of Enterprise SSD orders in the fourth quarter is expected to break through the high of the third quarter, showing a strong trend of continuous upward growth. This has also significantly increased the original manufacturer's capacity allocation and bargaining dominance in the enterprise-level market, further consolidating the foundation for enterprise SSD prices to maintain an upward trajectory.