SSD is more suitable for training AI than HDD. TrendForce estimates that enterprise SSD prices will increase by 20~25% in 24Q2.

According to news from this site on April 12, the AI ​​wave has not only made AI accelerator cards a hot commodity, but has also further pushed up the prices of mechanical hard drives (HDD) and solid-state drives (SSD).

Citibank recently believed that solid-state drives are faster and more suitable for training AI than mechanical hard drives; industry insiders pointed out that in terms of access speed, solid-state drives are It is about 10 times that of mechanical hard drives. Therefore, in the field of artificial intelligence, there will be a trend of solid-state drives replacing mechanical hard drives.

In recent years, as the price of NAND flash memory has entered a downward cycle, the cost gap between solid-state drives and mechanical hard drives has begun to narrow, causing solid-state drives to gradually replace HDDs in some areas. For example, in consumer PC storage devices under 2TB, mechanical hard drives have been phased out in favor of solid-state drives.

Industry sources revealed that due to poor market conditions last year, hard disk manufacturers reduced supply. With the arrival of the artificial intelligence wave, the supply of hard drives exceeded demand in the second half of 2023, driving up prices. From the third quarter of 2023 to the first quarter of 2024, hard drive prices overall increased by 10%-20%.

This site previously reported that both Western Digital and Micron have issued price adjustment letters. Industry insiders predict that hard drive market prices will continue to rise in the second quarter of 2024, with an increase of between 5% and 10%.

TrendForce predicts that NAND flash memory contract prices will grow strongly by about 13-18% in the second quarter of 2024, among which enterprise-class solid-state drive contract prices are expected to increase by 20-25% quarter-on-quarter, among all product lines The highest increase.

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