recent report reveals that the AI server storage demand far exceeds expectations, with industry giants' production lines running at full capacity. The three major Korean companies - Samsung, SK Hynix, and Nanya - are struggling to meet the increasing orders due to the high demand.
Due to the rapid growth of AI servers in training and inference processes, data transmission and computation put a higher burden on storage. As a result, the global AI server market size is expected to continue its stable and rapid growth, driving the demand for large-capacity QLCC SSDs downstream.
Currently, the prices of enterprise-class SSDs are generally three times higher than general servers. Experts predict that due to high performance and high energy efficiency, enterprise-class SSDs will become the main storage technology in big data storage in the future.
In addition, Korean six-fluoride tungsten (WF6) suppliers have increased prices by 70% to 90% for major semiconductor manufacturers such as Samsung, SK Hynix, DBHiTek and Magnachip. The reasons for this price hike are largely attributed to the rapid increase in tungsten prices.
TECHCET data indicates that global six-fluoride tungsten demand is expected to grow by nearly one-third to around 8901 tons in 2025, with an annual growth rate of 14%. Industry experts predict that the increasing demand for six-fluoride tungsten will drive the development and production of new products.
The report highlights that six-fluoride tungsten has excellent electrical properties and is widely used in chemical vapor deposition (CVD) processes to create large-scale integrated circuits. As CVD technology continues to evolve, especially with the increasing number of 3D NAND layers, demand for six-fluoride tungsten products is expected to continue growing.
In conclusion, the rapid growth of AI servers and the increasing demand for six-fluoride tungsten have significant implications for the storage industry. As the global supply chain continues to adapt to these changes, manufacturers must be prepared to respond to shifting market trends and emerging technologies.
Due to the rapid growth of AI servers in training and inference processes, data transmission and computation put a higher burden on storage. As a result, the global AI server market size is expected to continue its stable and rapid growth, driving the demand for large-capacity QLCC SSDs downstream.
Currently, the prices of enterprise-class SSDs are generally three times higher than general servers. Experts predict that due to high performance and high energy efficiency, enterprise-class SSDs will become the main storage technology in big data storage in the future.
In addition, Korean six-fluoride tungsten (WF6) suppliers have increased prices by 70% to 90% for major semiconductor manufacturers such as Samsung, SK Hynix, DBHiTek and Magnachip. The reasons for this price hike are largely attributed to the rapid increase in tungsten prices.
TECHCET data indicates that global six-fluoride tungsten demand is expected to grow by nearly one-third to around 8901 tons in 2025, with an annual growth rate of 14%. Industry experts predict that the increasing demand for six-fluoride tungsten will drive the development and production of new products.
The report highlights that six-fluoride tungsten has excellent electrical properties and is widely used in chemical vapor deposition (CVD) processes to create large-scale integrated circuits. As CVD technology continues to evolve, especially with the increasing number of 3D NAND layers, demand for six-fluoride tungsten products is expected to continue growing.
In conclusion, the rapid growth of AI servers and the increasing demand for six-fluoride tungsten have significant implications for the storage industry. As the global supply chain continues to adapt to these changes, manufacturers must be prepared to respond to shifting market trends and emerging technologies.
wow, 2025 already so busy, AI servers demand is super high 
. QLCC SSDs will be the future storage tech in big data storage 
. But what's going on with tungsten prices? 
70% to 90% increase? 
six-fluoride tungsten demand is growing fast too, almost one-third more than last year 
, CVD tech evolution and 3D NAND layers making it all the more exciting 
.
这会对存储行业产生重大影响。 
Meanwhile, I'm keeping my fingers crossed for the development of new technologies to help reduce the demand on six-fluoride tungsten! 
最近的报告显示，AI服务器存储需求远超预期，三大韩国公司 Samsung、SK Hynix 和 Nanya 的生产线正在达到最大产能。 
然而，这也导致六氟化钴供应商对主要 semiconductor 厂家 như Samsung、SK Hynix、DBHiTek 和 Magnachip 的价格上涨了 70% 至 90%。 
由于AI服务器的快速增长，数据传输和计算带来的压力使得存储需求急剧增加。 
这将导致全球 AI 服务器市场的稳定快速增长，并推动大型企业使用enterprise-class SSDs 的趋势。 
他们在技术 innovations 和产能提高方面都做出了显著贡献。 
同时，我也觉得， Manufacturer们需要适应这些变化并为未来发展做好准备。 
今年的六氟化钴价格大幅上涨！ Korean companies struggling to meet orders 
.六氟化钴对整合电路的制备有着重要作用，所以需求量确实会增加 
many big companies will have to choose between expensive storage or sacrifice performance 
DBHiTek, Magnachip 等厂商都受到了影响。全球六氟化砷需求预计会继续增长，甚至会推动新产品的开发