2026년에 SSD 가격이 하락할까요?

SSD prices are unlikely to drop in 2026. Instead, it is highly likely that they will keep rising significantly throughout the year, with the sharpest increases in the first half. Only some consumer-grade SSD models may see a mild correction in the second half, but this will not amount to a meaningful price drop. Enterprise SSDs will face the steepest price hikes due to unrelenting AI-driven demand.

Why SSD Prices Won’t Drop in 2026

The core reason for rising SSD prices in 2026 is an unprecedented imbalance between supply and demand, driven by three main factors according to industry data from leading analysts like TrendForce and major manufacturers such as Samsung and SK Hynix.

AI Demand

AI has completely reshaped the SSD market, creating a surge in demand that far outpaces supply. AI servers require 8-10 times more storage than traditional servers, as they need to quickly access massive datasets for training and inference tasks. This demand is growing at an annual rate of 40% or more, while global NAND flash supply— the core component of SSDs—only grows by 14-17% yearly. By early 2026, most of the year’s NAND capacity was already locked into long-term contracts with major cloud service providers (CSPs) like Google, Microsoft, and AWS, leaving little room for the spot market to stabilize prices.

Supply Shortages

Supply constraints are worsening the price surge, as major manufacturers are shifting their focus away from NAND production. Samsung and SK Hynix—two of the world’s top three NAND producers—are cutting NAND output to prioritize high-bandwidth memory (HBM), a component critical for AI chips that delivers 60% or higher gross margins. Samsung’s wafer production is set to drop from 4.9 million in 2025 to 4.7 million in 2026, while SK Hynix’s output will fall from 1.9 million to 1.7 million wafers.
oscoo 2b banner 1400x475 1 Will SSD Prices Drop in 2026?
Adding to the squeeze is a severe shortage of SSD controllers—the “brain” of SSDs. As of January 2026, controller shortages have become critical, driven by AI demand for high-speed PCIe Gen5/Gen6 SSDs, shortages of key materials like T-Glass (used in controller packaging), and full capacity at foundries like TSMC and UMC. This shortage has extended delivery times for SSDs and pushed prices even higher, with some models seeing weekly price jumps of 50-100%.
New NAND capacity is also slow to arrive; most upgrades are incremental process improvements, not new factories, which won’t come online until 2027 or later. Consumer-grade NAND capacity has already shrunk from 45% of the market in 2024 to just 32% in 2026, as manufacturers prioritize data center orders.

Market Control

The global NAND market is dominated by just three manufacturers—Samsung, SK Hynix, and Micron—which control over 90% of global supply. This oligopoly allows them to maintain strict supply discipline to maximize profits, rather than increasing output to lower prices. Most 2026 NAND capacity is locked into “take-or-pay” long-term contracts, meaning prices are stable at high levels and unlikely to drop due to limited spot market availability.

2026 SSD Price Breakdown

Prices will vary by SSD type, but the overall trend is clear: increases across the board, with only minor adjustments for some consumer models in the second half. The table below summarizes the expected price movements for 2026, based on TrendForce’s latest February 2026 forecast and industry data.
SSD 유형 H1 2026 Price Movement H2 2026 Price Movement Full-Year 2026 YoY Change
기업용 SSD 53-58% QoQ increase (record high) 10-15% QoQ increase 80-100% increase
Consumer NVMe SSDs (1TB) 20-35% YoY increase 5-8% mild correction 15-25% increase
Consumer SATA SSDs 15-20% YoY increase 3-5% mild correction 12-18% increase
AI-Optimized SSDs 60-70% QoQ increase 15-20% QoQ increase 100%+ increase

A striking example of this price surge is that high-capacity consumer SSDs are now comparable in price to gold by weight. A Tom’s Hardware survey in January 2026 found that the average 8TB consumer NVMe SSD costs $1,476, which is significantly more than the $1,184 price of 8 grams of gold (at $148 per gram). Even some 4TB models are now on par with gold in terms of price per gram, a stark reminder of how tight the market has become.

Key Details You May Concern

Controller Shortage Impact. Not all SSD controllers are equally scarce. PCIe Gen5/Gen6 controllers—used in high-performance consumer and enterprise SSDs—are severely short in supply, while consumer SATA and PCIe Gen3/4 controllers are only moderately tight. This means high-speed SSDs will see larger price hikes and longer delivery times, while older, slower models may be more readily available, but still more expensive than in 2025.

Spot Market vs. Contract Prices. By early 2026, spot market prices were 30-50% higher than contract prices, as limited supply drives up competition for available inventory. This gap is expected to persist throughout the year, making it harder to find good deals on popular models.

Capacity Value: Larger Is Better. For consumers, larger capacity SSDs (2TB or more) offer better value per gigabyte in 2026. Lower-capacity models (128GB-512GB) are seeing larger percentage price increases because manufacturers are focusing on producing higher-capacity NAND chips for data centers, reducing production runs of smaller chips.

When Will SSD Prices Finally Drop?

Industry analysts agree that significant price relief won’t arrive until 2027-2028. New NAND factories will start contributing meaningful capacity in late 2027, and Chinese manufacturers like YMTC and CXMT are expanding production, but full capacity won’t be achieved until 2027-2028. AI demand growth is also expected to moderate after 2027 as the market matures, helping to balance supply and demand.

2026 is likely to be a year of rising SSD prices, not drops. The AI-driven demand surge, combined with supply constraints from manufacturer production shifts and controller shortages, has created a market that will remain tight throughout the year. While some consumer models may see minor price adjustments in the second half, this is not a meaningful “drop”—prices will still be significantly higher than they are today.

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