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Medium2026-09-24Short term · Leans positiveLonger term · Leans positive

Enterprise SSD Prices Seen Up 23-28% in Q4

Korean media reported that NAND is strengthening after HBM, with enterprise SSD prices expected to rise 23-28% in Q4. AI server demand is spreading memory price increases to NAND, benefiting major supplier SK Hynix. The news reinforces expectations of a continued industry upcycle, positive for the stock in both the short and long term.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.

Related coverage · 1 related reports

  • 중앙이코노미뉴스 · 09-24 20:10 KST
    After HBM, NAND Strengthens: Enterprise SSD Prices Seen Up 23-28% in Q4

    Korean media report enterprise SSD contract prices are set to rise 23-28% in Q4, benefiting both Samsung and SK hynix's NAND businesses as the memory upcycle spreads from HBM to NAND. A positive catalyst for the stock and earnings expectations.

Enterprise SSD Prices Seen Up 23-28% in Q4 · Hynix Board