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AI inference is consuming NAND flash faster than suppliers can allocate it. Enterprise SSD contract prices rose roughly 80% in the first quarter of 2026, and on TrendForce's count the top five brands' combined revenue hit a record $18.46 billion — enterprise SSD revenue rose 86.1% in a single quarter
Verified 2026-08-14
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- High-bandwidth memory is taking over the memory industry's capacity: TrendForce expects HBM to account, among the top three DRAM suppliers by the end of 2026, for 22% of DRAM wafer input, up from 18% a year earlier
- Nvidia's accelerators have pushed thermal design power from 700W for the H100 to over 1,000W for the B200 and B300, and air can no longer carry the heat away. TrendForce expects liquid cooling in server racks to reach 47% of server racks by 2026
- US cloud providers signed multi-year supply agreements that stop memory makers raising their prices, so TrendForce expects the third-quarter 2026 increase to fall on everyone else: server DRAM contract prices up another 13–18% in one quarter