TrendForce: Stronger North American Demand to Keep Enterprise SSD Prices Rising in 4Q26

U.S. cloud service providers have raised their enterprise SSD demand forecasts over the past two weeks, accelerating deployments and expanding use across more applications, including QLC drives. TrendForce expects 4Q26 orders to surpass the already high 3Q26 levels, giving NAND suppliers more control over capacity allocation and pricing.

• U.S. CSPs raised enterprise SSD demand forecasts within two weeks
• Growth spans both TLC and QLC products
• 4Q26 orders could exceed already elevated 3Q26 levels
• NAND suppliers gain more control over allocation and pricing