Demand for data centers has increased significantly, and it is reported that Samsung plans to increase its enterprise-class solid-state drives by up to 25% in the second quarter.

According to news from this site on April 1, according to Korean media MK, Samsung plans to increase its price for enterprise-class solid-state drives by up to 25% in the second quarter against the background of a substantial increase in demand for data centers.

With the craze of generative AI, the construction of data centers by large technology companies around the world is accelerating. Companies such as NVIDIA and Tesla are competing to purchase storage servers for AI, driving business-to-business servers such as Dell and HPE. Purchase of solid state drives.

Industry sources said that at the end of the recent first quarter, server companies submitted a large number of orders for enterprise-class solid-state drives, resulting in some categories being out of stock.

As a leading company occupying half of the enterprise solid-state drive market, Samsung Electronics plans to increase prices for this category by 20% to 25% this quarter, and plans to adjust The current production reduction strategy will be implemented to increase production.

This price increase is also consistent with the forecast value given by TrendForce in an earlier report on this site.

MK said in the report that Samsung originally planned to increase the price of enterprise-class solid-state drives by 15% month-on-month in the second quarter, but due to the surge in demand, it expanded the price increase.

The research director of KB Securities, a Korean securities firm, said that mainstream NAND flash memory companies have achieved obvious results in reducing production, and downstream customers are worried about possible supply shortages in the second half of the year, so they have placed orders in advance.

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