SSD contract prices rise 303% in a year as AI demand grows
A 256GB SSD contract price went from about $33 to about $134. AI data centers are buying large amounts of NAND flash.
Companies building AI buy huge amounts of storage memory, so its price has gone up a lot. Storage drives may soon cost more in shops.
Hype check
Quieter than it deserves. This one matters more than the coverage suggests.
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Why it matters
Wholesale prices reach phones and computers later, and may raise the price of larger storage in new devices.
Watch: AI demand now touches even the price of a storage drive.
The details
- A 256GB TLC SSD contract price rose from about $33.30 in Q3 2025 to about $134.20 in Q3 2026.
- A 512GB model rose from about $62.40 to $252 over the same period.
- These are wholesale contract prices, not shelf prices, and the figure is cited from Tech Insider.
- TrendForce expects NAND prices to rise 15% to 20% in Q4 2026.
- The sources expect pressure to ease in late 2027 as new capacity arrives.
Receipts
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