{
  "asOf": "2026-08-20",
  "sources": {
    "consumerRetail": {
      "org": "cheapestssd.com",
      "title": "Cheapest SSD price per TB tracker",
      "url": "https://cheapestssd.com/",
      "unit": "USD per drive and USD per TB, cheapest new listing by capacity tier",
      "basket": "Amazon US only",
      "asOf": "2026-08-19",
      "verifiedDate": "2026-08-20"
    },
    "consumerRetailB": {
      "org": "listofdisks.com",
      "title": "Price per TB index, 3,099 drives across 8 retailers",
      "url": "https://listofdisks.com/price-per-tb",
      "unit": "USD per TB, capacity-tier medians and cheapest live listing",
      "basket": "Amazon, B&H, Best Buy, Newegg, Office Depot, Seagate, ServerPartDeals, Walmart",
      "asOf": "2026-08-20",
      "verifiedDate": "2026-08-20"
    },
    "enterpriseStreet": {
      "org": "DatacenterDisk",
      "title": "Enterprise NVMe U.2, U.3 and M.2 flash by cost per terabyte",
      "url": "https://datacenterdisk.com/nvme-u2",
      "unit": "USD per TB, live listed price for enterprise NVMe drives",
      "basket": "server-parts resellers tracked by DatacenterDisk",
      "asOf": "2026-08-20",
      "verifiedDate": "2026-08-20"
    },
    "contract1Q26": {
      "org": "TrendForce",
      "title": "Memory Makers Prioritize Server Applications, Driving Across-the-Board Price Increases in 1Q26",
      "url": "https://www.trendforce.com/presscenter/news/20260105-12860.html",
      "unit": "percent, contract price change quarter over quarter",
      "asOf": "2026-01-05",
      "verifiedDate": "2026-08-20"
    },
    "contract2Q26": {
      "org": "TrendForce",
      "title": "AI Server Demand to Drive Memory Contract Price Increases in 2Q26 as CSPs Secure Supply via Long-Term Agreements",
      "url": "https://www.trendforce.com/presscenter/news/20260331-12995.html",
      "unit": "percent, contract price change quarter over quarter",
      "asOf": "2026-03-31",
      "verifiedDate": "2026-08-20"
    },
    "contract3Q26": {
      "org": "TrendForce",
      "title": "AI Server Demand Continues to Support Memory Prices in 3Q26, but Gains Moderate as Consumer Demand Weakens and High Base Effects Take Hold",
      "url": "https://www.trendforce.com/presscenter/news/20260703-13134.html",
      "unit": "percent, contract price change quarter over quarter",
      "asOf": "2026-07-03",
      "verifiedDate": "2026-08-20"
    },
    "specialty": {
      "org": "TrendForce",
      "title": "Contract Prices Surged More Than 100% in 1H26; Structural Shortages to Keep NOR Flash and SLC NAND Prices Rising in 2H26",
      "url": "https://www.trendforce.com/presscenter/news/20260616-13102.html",
      "unit": "percent, contract price change over a half year",
      "asOf": "2026-06-16",
      "verifiedDate": "2026-08-20"
    },
    "spotCurrent": {
      "org": "TrendForce",
      "title": "Memory Spot Price Update: DRAM Spot Trading Stays Subdued as Pricing Gap Persists; DDR4 Up 0.93%",
      "url": "https://www.trendforce.com/news/2026/08/12/insights-memory-spot-price-update-dram-spot-trading-stays-subdued-as-pricing-gap-persists-ddr4-up-0-93/",
      "unit": "USD, 512Gb TLC wafer spot session average",
      "asOf": "2026-08-12",
      "verifiedDate": "2026-08-20"
    },
    "spotArchive": {
      "org": "GamersNexus",
      "title": "SSDs: WTF?",
      "url": "https://gamersnexus.net/features/ssds-wtf",
      "unit": "USD, 512Gb TLC wafer spot session average, compiled from archived DRAMeXchange snapshots",
      "asOf": "2026-04-02",
      "verifiedDate": "2026-08-20"
    },
    "retailHistory": {
      "org": "GamersNexus",
      "title": "SSDs: WTF?",
      "url": "https://gamersnexus.net/features/ssds-wtf",
      "unit": "USD, Newegg listing price for a named 2TB drive, collected via PC Part Picker price history",
      "asOf": "2026-04-02",
      "verifiedDate": "2026-08-20"
    },
    "vendorRevenue": {
      "org": "TrendForce",
      "title": "Combined Revenue of Top Five NAND Flash Brands Rises 77% QoQ in 2Q26; Micron Moves Up to Third Place",
      "url": "https://www.trendforce.com/presscenter/news/20260818-13186.html",
      "unit": "USD billions, quarterly NAND Flash brand revenue, and percent change quarter over quarter",
      "asOf": "2026-08-18",
      "verifiedDate": "2026-08-20"
    },
    "capex": {
      "org": "TrendForce",
      "title": "Memory Industry to Maintain Cautious CapEx in 2026, with Limited Impact on Bit Supply Growth",
      "url": "https://www.trendforce.com/presscenter/news/20251113-12780.html",
      "unit": "USD billions of planned 2026 capital expenditure, and percent change year over year",
      "asOf": "2025-11-13",
      "verifiedDate": "2026-08-20"
    },
    "deviceImpact": {
      "org": "IDC",
      "title": "Global Memory Shortage Crisis: Market Analysis and the Potential Impact on the Smartphone and PC Markets in 2026",
      "url": "https://www.idc.com/resource-center/blog/global-memory-shortage-crisis-market-analysis-and-the-potential-impact-on-the-smartphone-and-pc-markets-in-2026/",
      "unit": "percent, forecast average PC selling-price increase in 2026",
      "asOf": "2025-12-18",
      "verifiedDate": "2026-08-17"
    },
    "counterpoint": {
      "org": "Counterpoint Research",
      "title": "Q2 2026 Memory & Storage Tracker: Server-Led eSSDs Hit 48% of NAND Shipments; YMTC Enters Global Top Three",
      "url": "https://counterpointresearch.com/en/insights/server-led-essds-hit-48-percent-of-nand-shipments",
      "unit": "percent of NAND bits shipped, by destination and by vendor",
      "asOf": "2026-08-12",
      "verifiedDate": "2026-08-20"
    },
    "enterpriseRevenue": {
      "org": "TrendForce",
      "title": "AI Agent Boom Triggers Enterprise SSD Supply Crunch; Top Five Enterprise SSD Brands Post Record US$18.46 Billion Revenue in 1Q26",
      "url": "https://www.trendforce.com/presscenter/news/20260611-13092.html",
      "unit": "USD billions of quarterly enterprise SSD brand revenue, and percent change quarter over quarter",
      "asOf": "2026-06-11",
      "verifiedDate": "2026-08-20"
    },
    "hddSupply": {
      "org": "TrendForce",
      "title": "Soaring Inference AI Demand Triggers Severe Nearline HDD Shortages; QLC SSD Shipments Poised for Breakout in 2026",
      "url": "https://www.trendforce.com/presscenter/news/20250915-12714.html",
      "unit": "weeks of nearline HDD lead time, and percent power difference against a QLC SSD",
      "asOf": "2025-09-15",
      "verifiedDate": "2026-08-20"
    },
    "xbox": {
      "org": "Microsoft (Xbox Wire)",
      "title": "Updated Xbox Console Prices",
      "url": "https://news.xbox.com/en-us/2026/06/25/xbox-console-price-update/",
      "unit": "USD price increase by storage capacity, and the stated component cost multiple",
      "asOf": "2026-06-25",
      "verifiedDate": "2026-08-20"
    },
    "nintendo": {
      "org": "Nintendo of America",
      "title": "Price Revision for Nintendo Switch 2 System",
      "url": "https://www.nintendo.com/us/whatsnew/price-revision-for-nintendo-switch-2-system/",
      "unit": "USD manufacturer suggested retail price before and after the revision",
      "asOf": "2026-05-07",
      "verifiedDate": "2026-08-20"
    }
  },
  "consumerRetail": {
    "note": "Cheapest new listing per capacity tier, not an average of the tier. The basket is Amazon US for every row, so these are single-basket readings rather than a market median; where a second tracker covering eight retailers reads the same tier, the row carries a range instead of a point. Price per TB divides the listing price by raw capacity.",
    "rows": [
      {
        "id": "nvme-0500",
        "label": "500GB NVMe",
        "form": "NVMe",
        "capacityTb": 0.5,
        "perTbLow": 231.26,
        "perTbHigh": 231.26,
        "driveLowUsd": 115.63,
        "driveHighUsd": 115.63,
        "source": "consumerRetail",
        "attribution": "Kingston NV3 500GB at $115.63, cheapestssd.com, August 19, 2026"
      },
      {
        "id": "nvme-1000",
        "label": "1TB NVMe",
        "form": "NVMe",
        "capacityTb": 1,
        "perTbLow": 150,
        "perTbHigh": 153.99,
        "driveLowUsd": 150,
        "driveHighUsd": 153.99,
        "source": "consumerRetail",
        "attribution": "Kingston NV3 1TB at $150.00 (cheapestssd.com, August 19, 2026); TeamGroup MP44L 1TB at $153.99 from Best Buy (listofdisks.com, August 20, 2026)"
      },
      {
        "id": "nvme-2000",
        "label": "2TB NVMe",
        "form": "NVMe",
        "capacityTb": 2,
        "perTbLow": 105,
        "perTbHigh": 105,
        "driveLowUsd": 209.99,
        "driveHighUsd": 209.99,
        "source": "consumerRetail",
        "attribution": "ADATA Legend 710 2TB at $209.99, cheapestssd.com, August 19, 2026"
      },
      {
        "id": "nvme-4000",
        "label": "4TB NVMe",
        "form": "NVMe",
        "capacityTb": 4,
        "perTbLow": 119.75,
        "perTbHigh": 119.75,
        "driveLowUsd": 479,
        "driveHighUsd": 479,
        "source": "consumerRetail",
        "attribution": "WD Blue SN5100 4TB at $479.00, cheapestssd.com, August 19, 2026"
      },
      {
        "id": "nvme-8000",
        "label": "8TB NVMe",
        "form": "NVMe",
        "capacityTb": 8,
        "perTbLow": 186.25,
        "perTbHigh": 186.25,
        "driveLowUsd": 1489.99,
        "driveHighUsd": 1489.99,
        "source": "consumerRetail",
        "attribution": "WD Black SN850X 8TB at $1,489.99, cheapestssd.com, August 19, 2026"
      },
      {
        "id": "sata-0480",
        "label": "480GB SATA",
        "form": "SATA",
        "capacityTb": 0.48,
        "perTbLow": 208.44,
        "perTbHigh": 208.44,
        "driveLowUsd": 100.05,
        "driveHighUsd": 100.05,
        "source": "consumerRetail",
        "attribution": "Kingston A400 480GB at $100.05, cheapestssd.com, August 19, 2026"
      },
      {
        "id": "sata-1000",
        "label": "1TB SATA",
        "form": "SATA",
        "capacityTb": 1,
        "perTbLow": 155,
        "perTbHigh": 155,
        "driveLowUsd": 155,
        "driveHighUsd": 155,
        "source": "consumerRetail",
        "attribution": "Kingston A400 1TB at $155.00, cheapestssd.com, August 19, 2026"
      },
      {
        "id": "sata-2000",
        "label": "2TB SATA",
        "form": "SATA",
        "capacityTb": 2,
        "perTbLow": 130,
        "perTbHigh": 150,
        "driveLowUsd": 259.99,
        "driveHighUsd": 299.99,
        "source": "consumerRetail",
        "attribution": "WD Blue SA510 2TB at $259.99 and Crucial MX500 2TB at $299.99, cheapestssd.com, August 19, 2026"
      },
      {
        "id": "sata-4000",
        "label": "4TB SATA",
        "form": "SATA",
        "capacityTb": 4,
        "perTbLow": 93.09,
        "perTbHigh": 141.91,
        "driveLowUsd": 372.38,
        "driveHighUsd": 567.65,
        "source": "consumerRetail",
        "attribution": "Crucial BX500 4TB at $372.38 and WD Blue SA510 4TB at $567.65, cheapestssd.com, August 19, 2026"
      }
    ]
  },
  "enterprise": {
    "trackedDrives": 32,
    "cheapestPerTb": 117.19,
    "highestPerTb": 1151.02,
    "averagePerTb": 364,
    "averageTrendPct": 51.5,
    "averageTrendWindow": "seven months to August 2026",
    "note": "Live listed prices for enterprise U.2, U.3, E1.S and E3.S NVMe drives from server-parts resellers, a different channel from both consumer retail and supplier contract pricing. New and refurbished are never averaged together; only new rows are listed here.",
    "rows": [
      {
        "id": "solidigm-d5-p5316-15360",
        "model": "Solidigm D5-P5316",
        "capacityTb": 15.36,
        "condition": "new",
        "priceUsd": 1800,
        "perTb": 117.19
      },
      {
        "id": "wd-sn655-15360",
        "model": "WD Ultrastar DC SN655",
        "capacityTb": 15.36,
        "condition": "new",
        "priceUsd": 1899,
        "perTb": 123.63
      },
      {
        "id": "samsung-pm9a3-e1s-3840",
        "model": "Samsung PM9A3 E1.S",
        "capacityTb": 3.84,
        "condition": "new",
        "priceUsd": 530,
        "perTb": 138.02
      },
      {
        "id": "seagate-nytro-5350-7680",
        "model": "Seagate Nytro 5350",
        "capacityTb": 7.68,
        "condition": "new",
        "priceUsd": 1299,
        "perTb": 169.14
      },
      {
        "id": "micron-7400-pro-7680",
        "model": "Micron 7400 PRO U.3",
        "capacityTb": 7.68,
        "condition": "new",
        "priceUsd": 1399,
        "perTb": 182.16
      },
      {
        "id": "micron-9400-pro-30720",
        "model": "Micron 9400 PRO U.3",
        "capacityTb": 30.72,
        "condition": "new",
        "priceUsd": 5999,
        "perTb": 195.15
      },
      {
        "id": "micron-7450-pro-3840",
        "model": "Micron 7450 PRO U.3",
        "capacityTb": 3.84,
        "condition": "new",
        "priceUsd": 799,
        "perTb": 208.07
      },
      {
        "id": "sandisk-sn655-61440",
        "model": "SanDisk Ultrastar DC SN655 U.3",
        "capacityTb": 61.44,
        "condition": "new",
        "priceUsd": 68565.51,
        "perTb": 1115.98
      }
    ]
  },
  "hdd": {
    "note": "Capacity-tier median price per TB across eight retailers, not the cheapest single listing, so it is not directly comparable to the consumer flash rows above. Included because the buying question a storage shortage creates is whether to go back to spinning rust.",
    "rows": [
      {
        "capacityTb": 6,
        "perTb": 47.94
      },
      {
        "capacityTb": 10,
        "perTb": 30.5
      },
      {
        "capacityTb": 14,
        "perTb": 27.86
      },
      {
        "capacityTb": 16,
        "perTb": 43.44
      },
      {
        "capacityTb": 18,
        "perTb": 36.11
      }
    ],
    "trackedDays": 88,
    "source": "consumerRetailB"
  },
  "contract": {
    "note": "Supplier contract prices, the channel OEMs buy on. TrendForce publishes these as percentage moves rather than absolute levels in its free releases, so no dollar figure is available here. Mainstream NAND means 3D TLC and QLC, the flash in ordinary SSDs.",
    "quarters": [
      {
        "quarter": "1Q26",
        "nandPctLow": 33,
        "nandPctHigh": 38,
        "dramPctLow": 55,
        "dramPctHigh": 60,
        "source": "contract1Q26",
        "note": "Client SSD contract prices forecast to rise by at least 40% QoQ; conventional DRAM 55 to 60%."
      },
      {
        "quarter": "2Q26",
        "nandPctLow": 70,
        "nandPctHigh": 75,
        "source": "contract2Q26",
        "note": "NAND capacity increasingly allocated to enterprise SSDs while consumer applications scale back."
      },
      {
        "quarter": "3Q26",
        "nandPctLow": 10,
        "nandPctHigh": 15,
        "dramPctLow": 13,
        "dramPctHigh": 18,
        "source": "contract3Q26",
        "note": "TrendForce calls this a noticeably slower pace than in previous quarters, with client SSD and eMMC/UFS seeing more modest increases than enterprise SSD."
      }
    ]
  },
  "specialtyContract": {
    "note": "SLC NAND and NOR Flash are industrial, automotive and embedded parts on their own supply lines. Their price moves are far larger than mainstream 3D TLC and are routinely quoted as if they described consumer SSDs. They do not.",
    "rows": [
      {
        "product": "SLC NAND",
        "period": "1H26 actual",
        "pctLow": 130,
        "pctHigh": 150,
        "source": "specialty"
      },
      {
        "product": "SLC NAND",
        "period": "2H26 forecast",
        "pctLow": 70,
        "pctHigh": 75,
        "source": "specialty"
      },
      {
        "product": "NOR Flash",
        "period": "1H26 actual",
        "pctLow": 100,
        "pctHigh": 120,
        "source": "specialty"
      },
      {
        "product": "NOR Flash, high density",
        "period": "2H26 forecast",
        "pctLow": 60,
        "pctHigh": 65,
        "source": "specialty"
      }
    ]
  },
  "nandSpot": {
    "label": "512Gb TLC wafer spot price, session average",
    "unit": "USD per 512Gb wafer-equivalent unit",
    "note": "Spot is a thin, opportunistic market and a different channel from contract. The two 2025 to early 2026 readings were compiled by GamersNexus from archived DRAMeXchange snapshots; the current reading comes directly from a TrendForce weekly spot update. Both track the same 512Gb TLC session average, but the series is not continuous and no free source publishes every week of it.",
    "points": [
      {
        "date": "2025-10",
        "value": 2.7,
        "source": "spotArchive",
        "note": "Stable pre-shortage level, quoted by GamersNexus as around $2.50 to $3 until October"
      },
      {
        "date": "2026-03",
        "value": 23,
        "source": "spotArchive",
        "note": "Session average had risen to over $23, more than 8.5x the stable price"
      },
      {
        "date": "2026-08-09",
        "value": 21.125,
        "source": "spotCurrent",
        "note": "Up 4.97% on the week, but below the March reading"
      }
    ]
  },
  "retailHistory": {
    "window": "November 12, 2025 to March 12, 2026",
    "note": "Named 2TB drives at Newegg, collected by GamersNexus using PC Part Picker price history. This is the only free before-and-after with a stated method, which is why it anchors the history section rather than a vaguer round number.",
    "nvme": {
      "fromAvgUsd": 168.75,
      "toAvgUsd": 357.5,
      "pctChange": 113.7,
      "rows": [
        {
          "model": "Kingston NV3 2TB",
          "fromUsd": 150,
          "toUsd": 380,
          "pctChange": 153.3
        },
        {
          "model": "Samsung 990 Pro 2TB",
          "fromUsd": 190,
          "toUsd": 400,
          "pctChange": 110.5
        },
        {
          "model": "Crucial P310 2TB",
          "fromUsd": 145,
          "toUsd": 300,
          "pctChange": 106.9
        },
        {
          "model": "WD Black SN850X 2TB",
          "fromUsd": 190,
          "toUsd": 350,
          "pctChange": 84.2
        }
      ]
    },
    "sata": {
      "fromAvgUsd": 147.75,
      "toAvgUsd": 260,
      "pctChange": 76.3,
      "rows": [
        {
          "model": "TEAMGROUP Vulcan Z 2TB",
          "fromUsd": 118,
          "toUsd": 230,
          "pctChange": 94.9
        },
        {
          "model": "Samsung 870 Evo 2TB",
          "fromUsd": 190,
          "toUsd": 360,
          "pctChange": 89.5
        },
        {
          "model": "Crucial BX500 2TB",
          "fromUsd": 130,
          "toUsd": 230,
          "pctChange": 76.9
        },
        {
          "model": "PNY CS900 2TB",
          "fromUsd": 153,
          "toUsd": 220,
          "pctChange": 43.8
        }
      ]
    }
  },
  "vendorRevenue": {
    "quarter": "2Q26",
    "totalUsdB": 68.87,
    "qoqPct": 77,
    "note": "TrendForce attributes the increase primarily to higher NAND Flash average selling prices driven by AI server demand, not to higher bit shipments. That is the cleanest evidence that the price move is an allocation decision rather than a volume shortage.",
    "brands": [
      {
        "brand": "Samsung",
        "revenueUsdB": 23.06,
        "qoqPct": 70.7,
        "sharePct": 29.3
      },
      {
        "brand": "SK hynix Group",
        "revenueUsdB": 14.27,
        "qoqPct": 89.5
      },
      {
        "brand": "Micron",
        "revenueUsdB": 11.85,
        "qoqPct": 99.2
      },
      {
        "brand": "Kioxia",
        "revenueUsdB": 10.72,
        "qoqPct": 79.9,
        "sharePct": 13.6
      },
      {
        "brand": "SanDisk",
        "revenueUsdB": 8.97,
        "qoqPct": 50.7
      }
    ]
  },
  "capex": {
    "year": 2026,
    "note": "Planned 2026 capital expenditure as reported by TrendForce in November 2025. The asymmetry is the point: DRAM and HBM budgets went up across all three large suppliers, while NAND investment is flat to cut at two of them. New flash capacity is what ends a flash shortage, and it is the line nobody is funding.",
    "nand": [
      {
        "company": "Kioxia and SanDisk",
        "usdB": 4.5,
        "yoyPct": 41,
        "detail": "Expanding BiCS8 production and supporting BiCS9 research"
      },
      {
        "company": "Micron",
        "yoyPct": 63,
        "detail": "Modest capacity increase concentrated on the G9 process and the enterprise SSD market"
      },
      {
        "company": "Samsung",
        "detail": "Expected to reduce or limit NAND Flash investment, shifting focus to HBM and DRAM"
      },
      {
        "company": "SK hynix and Solidigm",
        "detail": "Expected to reduce or limit NAND Flash investment, shifting focus to HBM and DRAM"
      }
    ],
    "dram": [
      {
        "company": "SK hynix",
        "usdB": 20.5,
        "yoyPct": 17,
        "detail": "HBM4 capacity expansion at the M15X fab"
      },
      {
        "company": "Samsung",
        "usdB": 20,
        "yoyPct": 11,
        "detail": "1C process HBM production and P4L wafer capacity"
      },
      {
        "company": "Micron",
        "usdB": 13.5,
        "yoyPct": 23,
        "detail": "1-gamma node adoption and TSV equipment"
      }
    ]
  },
  "bitShare": {
    "quarter": "2Q26",
    "note": "Bit shipment share, which is volume rather than money. It is the cleanest measure of where flash physically went, and it is a different ranking from revenue share: the same quarter had YMTC third by bits and fifth by revenue.",
    "destination": [
      {
        "period": "2Q25",
        "enterpriseSsdPct": 26,
        "otherPct": 74
      },
      {
        "period": "2Q26",
        "enterpriseSsdPct": 48,
        "otherPct": 52
      }
    ],
    "destinationNote": "Enterprise SSD against every other destination combined (client SSD, mobile, memory cards, embedded). The residual is stated as a residual: Counterpoint publishes the enterprise share, and everything else is what is left.",
    "vendors": [
      {
        "vendor": "Samsung",
        "rank": 1,
        "bitSharePct": 25,
        "note": "Down from 32% in 2Q24"
      },
      {
        "vendor": "SK hynix Group",
        "rank": 2,
        "bitSharePct": 22,
        "note": "Helped by a 40% quarter-over-quarter jump in Solidigm bit shipments"
      },
      {
        "vendor": "YMTC",
        "rank": 3,
        "bitSharePct": 14,
        "revenueRank": 5,
        "note": "First time in the global top three. Bits up 22% year over year and 5% on the quarter, but fifth by revenue"
      },
      {
        "vendor": "Kioxia",
        "rank": 4,
        "note": "Share not published in this release"
      },
      {
        "vendor": "Micron",
        "rank": 5,
        "note": "Share not published in this release"
      }
    ],
    "thesisQuote": "profitability ... decided less by who ships the most bits, but who ships the right mix",
    "source": "counterpoint"
  },
  "enterpriseRevenue": {
    "quarter": "1Q26",
    "totalUsdB": 18.46,
    "qoqPct": 86.1,
    "contractPricePct": 80,
    "note": "Enterprise SSD revenue, not consumer. TrendForce attributes the record to rapid adoption of AI agent services and strong procurement from cloud service providers, reports supplier inventories at historic lows, and notes that capacity limitations and rising DRAM costs are forcing the market to adopt high-performance SSDs as an alternative tier within the memory hierarchy. That last mechanism is the direct link from the memory shortage to this one.",
    "brands": [
      {
        "brand": "Samsung",
        "revenueUsdB": 7.05,
        "qoqPct": 92.8
      },
      {
        "brand": "SK hynix Group",
        "revenueUsdB": 4.64
      },
      {
        "brand": "Micron",
        "revenueUsdB": 3.09
      },
      {
        "brand": "Kioxia",
        "revenueUsdB": 2.22
      },
      {
        "brand": "SanDisk",
        "revenueUsdB": 1.47
      }
    ],
    "source": "enterpriseRevenue"
  },
  "hddSupply": {
    "leadTimeWeeks": 52,
    "leadTimeQuote": "lead times for nearline HDDs have ballooned from just a few weeks to over 52 weeks",
    "qlcPowerAdvantagePct": 30,
    "note": "The reason the buy-hard-drives advice needs a caveat. Nearline HDD is cheaper per terabyte and it is also on allocation, and TrendForce reports high-capacity QLC SSDs drawing about 30% less power than a nearline drive, which is why datacenter buyers are substituting toward flash rather than away from it.",
    "source": "hddSupply"
  },
  "devicePassThrough": {
    "note": "First-party price notices only. Secondary coverage attributing a specific increase to memory or storage is not recorded here unless the company said it.",
    "costMultiple": 2.5,
    "furtherDoublingBy": "the fall of 2027",
    "rows": [
      {
        "date": "2026-05-07",
        "company": "Nintendo",
        "product": "Switch 2, United States",
        "fromUsd": 449.99,
        "toUsd": 499.99,
        "effective": "2026-09-01",
        "statedReason": "in response to various changes in market conditions, which are expected to extend over the medium to long term",
        "attribution": "Nintendo of America price revision notice, May 7 2026. Nintendo does not name memory or storage as the cause; the memory attribution circulating in coverage comes from president Shuntaro Furukawa and is secondary",
        "source": "nintendo"
      },
      {
        "date": "2026-06-25",
        "company": "Microsoft",
        "product": "Xbox Series X and Series S",
        "increase512Usd": 100,
        "increase1tbUsd": 150,
        "effective": "2026-08-01",
        "statedReason": "console storage and memory prices have increased by more than 2.5x and we expect another doubling by the fall of 2027",
        "attribution": "Xbox Wire console price update, June 25 2026. Xbox Wire states the increase by storage capacity rather than per SKU, and says the 2TB model is being sunset. Per-SKU prices circulating in coverage are secondary",
        "source": "xbox"
      }
    ]
  },
  "ymtc": {
    "note": "The NAND analogue of CXMT: the one supply-side force large enough to change the price of flash. The share and growth figures are Counterpoint. The capacity and roadmap figures are trade press and are labeled as reported until a primary confirms them.",
    "bitSharePct": 14,
    "shipmentRank": 3,
    "revenueRank": 5,
    "bitsYoyPct": 22,
    "bitsQoqPct": 5,
    "layers": 267,
    "architecture": "Xtacking 4.0",
    "reported": [
      {
        "claim": "Combined production capacity around 200,000 wafers per month today",
        "status": "reported",
        "reportedBy": "trade press coverage of the Counterpoint tracker"
      },
      {
        "claim": "A third Wuhan fab has completed construction and is installing equipment, with operations expected by the end of 2026 and 50,000 wafers per month during 2027",
        "status": "reported",
        "reportedBy": "trade press"
      },
      {
        "claim": "A design target approaching 400,000 wafers per month, which would put its footprint near Samsung scale",
        "status": "reported",
        "reportedBy": "trade press"
      }
    ],
    "source": "counterpoint"
  },
  "changelog": [
    {
      "date": "2026-08-20",
      "note": "Initial SSD and NAND price tracker: consumer retail per TB by capacity, enterprise NVMe street prices, the TrendForce contract series for 1Q26 through 3Q26, the 512Gb TLC spot readings, and the 2026 NAND versus DRAM capex split."
    },
    {
      "date": "2026-08-20",
      "note": "Added the demand-side mechanism the tracker was missing: Counterpoint bit-shipment shares, including enterprise SSD taking 48% of all NAND bits shipped in 2Q26 against 26% a year earlier, and YMTC entering the top three by volume. Added the record 1Q26 enterprise SSD revenue quarter, the nearline HDD lead-time caveat, and the first-party Xbox and Nintendo price notices."
    }
  ]
}