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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.

Industry

Samsung Electronics sees NAND, foundry join AI-driven profit engines

Samsung Electronics is seeing a shift in profit drivers in its memory business as NAND flash and its contract chipmaking unit gain traction on AI demand, following record quarterly results led by HBM and DRAM. The company says it has completed mass-production preparations for high-performance Gen6 NAND storage and received positive early customer feedback. It also says talks with multiple large AI HPC customers on its 2-nanometre process are active, with expectations of visible results soon.

Industry

SK Hynix to overhaul long-term supply contracts to prioritise volumes over price

SK Hynix is reviewing a new structure for long-term supply agreements, saying customers increasingly view securing volumes as a key risk. The company reported record quarterly revenue and operating profit for the first quarter of 2026 and said shortages of HBM, server DRAM and enterprise SSDs may persist, extending a price upcycle. It will bring forward the start of its Yongin cluster Phase 1 fab and accelerate NAND transitions and next-generation product rollouts.