CFM: Price Acceptance for Server eSSDs Diverges Among Customers; Q3 Price Hikes Across Vendors Range from 10% to 30%

Impacted by export controls, the shortage of advanced domestic computing cards has spread, leading to mismatched components in server production. Consequently, end customers in the domestic server market currently hold relatively high inventories of 3.84TB eSSDs. Furthermore, the increasingly diversified supply channels for domestic NAND are dampening short-term procurement momentum for domestic server eSSDs. Driven by these demand discrepancies, price acceptance for eSSDs among domestic and international server customers diverged in the third quarter. CFM estimates that Q3 price increases for eSSDs across different vendors will vary, ranging from 10% to 30%.