Passionategeekz June 19th news, TrendForce TrendForce reported today that the average selling price of enterprise-grade solid-state drives (ASP) fell by nearly 20% in the first quarter of 2025, dragging downThe top five eSSD brand manufacturers all showed a month-on-month decline in revenue in the first quarter, and the market has experienced a period of adjustment。
This is mainly affected by the significant reduction in order size for major customers in the first quarter, as the new generation of AI products faced assembly challenges and long-term inventory in North America remains to be digested. Turning to the second quarter, Nvidia’s new generation of AI GPU shipments continued to expand, and North American AI infrastructure demand increased accordingly. Chinese cloud companies also continued to increase their storage capacity, injecting new momentum into the market. It is expected that overall revenue in the second quarter will recover to positive growth.
Specifically, the related revenue of several major NAND original eSSD companies has shrunk, among which SK-series SK Hynix and Solidigm have the largest decline, because of the adjustments to AI infrastructure strategies by major customers.
Advertising statement: The external redirect links (including, not limited to, hyperlinks, QR codes, passwords, etc.) contained in the article are used to convey more information and save selection time. The results are for reference only. All articles from Passionategeekz include this statement.
Discover more from PassionateGeekz
Subscribe to get the latest posts sent to your email.