MARKET INTELLIGENCE

Topic: SSD

In-depth insights, data-driven analysis and clear signals for the memory market.

Every record states its source and its collection date. A chart appears only where the underlying sample supports one.

Overview Supply & Demand 5 Price Trend 3 Market Report 2 Technology Roadmap 2 Forecast 0

Collected
Oct 15, 2026

Supply & Demand Source & collection date on file

Solidigm Adds Taiwan ODM Site to Strengthen Data Center SSD Supply

Solidigm’s September 25, 2026 PCN adds a Taiwan-based ODM site for all data center SSD products. Customers may receive products from the new site after December 24, 2026. Product specifications remain unchanged; only the first two serial-number digits change to identify the manufacturing site.

SSD

Source: Solidigm Product Change Notification, September 25, 2026; Solidigm Document Management System — PCN listing and publication date; IT Home, October 6, 2026 — original Chinese report; Seoul Economic Daily, October 5, 2026 — secondary report on the Taiwan ODM site; Solidigm FAQ — relationship with SK hynix

Collected
Oct 15, 2026

Market Report Source & collection date on file

South Korea’s SSD Exports Reach $6.77 Billion as AI Demand Lifts Computer Shipments

South Korea reported $7.0 billion in computer exports in September 2026, up 435.3% year on year. Secondary reporting based on ministry data put SSD exports at $6.77 billion, up 532.0%, with AI infrastructure demand and higher memory prices supporting the increase.

SSD

Source: South Korean Ministry of Trade, Industry and Energy, September 2026 trade trends; Korea Policy Briefing, September 2026 trade trends; South Korean Ministry of Trade, Industry and Energy, July 2026 ICT trade trends; South Korean Ministry of Trade, Industry and Energy, August 2026 ICT trade trends; DealSite, October 2, 2026 — SSD export breakout and Solidigm context; Reuters, October 1, 2026 — South Korea September exports and computer shipments

Counts are the records we hold, not a claim about coverage.