[TrendForce: AI demand drives enterprise SSD contract prices up 25% QoQ in the second quarter, and contract prices are expected to rise another 15% in the third quarter] According to TrendForce's latest survey on September 13, in the second quarter of 2024, the volume of NVIDIA GPU platforms and AI applications have driven storage demand, and coupled with the rising demand from server brands, the procurement capacity of Enterprise SSDs has increased significantly. AI has driven the demand for large-capacity SSDs, but because suppliers failed to adjust production capacity in a timely manner in the first half of this year, the supply and demand situation has significantly pushed up the average price of Enterprise SSDs in the second quarter by more than 25% QoQ, and the original manufacturer's revenue increased by more than 50% QoQ. Looking ahead to the third quarter, the demand from North American CSP customers continues to increase, and the order momentum of server brands remains unabated, which will continue to increase the procurement capacity of Enterprise SSDs. As the supply and demand situation continues into the third quarter, TrendForce estimates that the contract price in the third quarter will increase by 15% from the previous quarter, and the original manufacturer's revenue will increase by nearly 20% QoQ. (Reprinted from: Jinshi Data)