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QLC SSD demand rises as HDD supply tightens on cold data surge

As AI inference spreads, cold data is surging and extending HDD supply lead times. With HDD replacement difficult and NAND supply constraints adding pressure, development of high-capacity, low-cost QLC SSDs is being spurred. Export data show a sharp rise in SSD shipments, outpacing NAND component exports, suggesting big tech and cloud operators are expanding storage infrastructure. Rising KV cache demand and NAND price gains are also accelerating the shift toward QLC SSDs.