Global PCB Connections: Rigid-flex and Flexible PCBs—The Backbone of Modern Electronics
Flexible Thinking: The Key to a Successful Flex Circuit Design Transfer
Happy’s Tech Talk #29: Bend-to-Install Semi-flex FR-4
AI Demand Fuels Enterprise SSD Growth; 3Q25 NAND Flash Prices Likely to Rise Further
May 27, 2025 | TrendForceEstimated reading time: 1 minute
TrendForce’s latest investigations reveal that continued AI investments by major North American CSPs are expected to drive a significant increase in enterprise SSD demand in the third quarter of 2025. The enterprise SSD market is likely to shift toward undersupply with finished product inventory levels remaining low, supporting a potential price increase of up to 10% QoQ.
TrendForce notes that earlier this year, suppliers adopted a conservative production strategy as they gradually brought the NAND Flash market back into supply-demand balance. However, the introduction of new U.S. reciprocal tariff policies in early April disrupted the market’s momentum in Q2 and introduced volatility into price trends. Although some PC manufacturers accelerated shipments in Q2, it failed to substantially boost overall demand for NAND Flash products. Meanwhile, persistent weakness in the retail market has prompted suppliers to tighten capacity controls even further.
Nonetheless, demand for storage has recently picked up. This surge is partly driven by the shipment of high-end AI servers such as NVIDIA’s GB200, and partly by increased HDD orders since early this year—signaling a broader trend of enterprise infrastructure expansion. Both SSDs and HDDs are expected to benefit from rising enterprise capital expenditures with steady server deployments by CSPs, ushering in a new wave of order growth.
Share on:
Testimonial
"Advertising in PCB007 Magazine has been a great way to showcase our bare board testers to the right audience. The I-Connect007 team makes the process smooth and professional. We’re proud to be featured in such a trusted publication."
Klaus Koziol - atgSuggested Items
Happy’s Tech Talk #42: Applying Density Equations to UHDI Design
08/19/2025 | Happy Holden -- Column: Happy’s Tech TalkWith the need for faster speeds, more parts on an assembly, and the trend to make things smaller for portability, the printed circuit design and layout process is both creative and challenging. The process involves “applying the density equation” while considering certain boundary conditions, such as electrical and thermal performance. Unfortunately, many designers don’t realize there is a mathematical process to laying out a printed circuit.
New Podcast Episode Drop: Understanding How Chemistry and Drilling Collaborate for OTI
08/11/2025 | I-Connect007MKS’ Atotech’s Frank Bruening (GM) and Roger Massey (Senior Manager, Strategic Planning) join On the Line With… host Nolan Johnson to unpack the growing complexities of achieving optimal interconnect and the critical role chemistry plays. Their discussion highlights the interplay between laser drilling, substrate layer chemistry, and plating processes, offering valuable insights for engineers.
Alphabet Boosted by AI, Cloud Demand as Spending Needs Jump
07/24/2025 | I-Connect007 Editorial TeamGoogle’s parent company, Alphabet Inc., said that demand for artificial intelligence products boosted its quarterly sales, and now requires an extreme increase in capital spending to keep up in the AI race, Bloomberg reported. For 2025, the company stated its capital expenditure will be $85 billion—$10 billion more than previously forecast.
Southwest Antennas Secures First Major European Order for their Permanent Mounting Kits
07/24/2025 | Southwest AntennasSouthwest Antennas is proud to announce the receipt of its first major European order for the company’s Permanent Mounting Kits, marking a significant milestone in its international expansion efforts.
Global Dry Film Photoresist Market Set for Robust Growth with Expanding Semiconductor Ecosystem
06/24/2025 | PRNewswireIn 2024, the global market size of Dry Film Photoresist was estimated to be worth US$939 million and is forecast to reach approximately US$1191 million by 2031 with a CAGR of 3.5% during the forecast period 2025-2031.