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Technology Stocks : ASML Holding NV
ASML 1,017-1.1%Nov 7 9:30 AM EST
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From: BeenRetired10/4/2025 12:44:55 PM
   of 42356
 
QLC SSD Shipments Poised for Breakout in 2026, Says TrendForce

In particular, shipments of high-capacity QLC SSDs could see explosive growth in 2026.

North American CSPs had already been planning to increase SSD adoption for warm data workloads. However, the severity of the current HDD shortfall has prompted some providers to consider deploying SSDs for cold data. Yet large-scale adoption still faces two key hurdles: cost and supply chain constraints.

TrendForce emphasizes that if CSPs plan to use QLC SSDs for cold data storage, they will need to account for adjustments to data management algorithms, compatibility across software stacks, and precise calculations of total cost ownership. Maintaining a firm pricing threshold will be critical to achieving cost balance.

For SSD suppliers, this wave of redirected demand presents an excellent opportunity to improve profitability. But with limited capacity for high-capacity products, suppliers are unlikely to make significant price cuts. Consequently, a round of price negotiations between buyers and sellers is expected, with enterprise SSD contract prices projected to rise 5–10% QoQ in 4Q25.

PS
HDD?
Target rich for Solid-State Storage.
With 18A/2nm soon?
HDD doomed.
I'll WAG HDD cannot survive 14A.

ASML
Village
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