Institution: It is expected that the global storage market size will reach 193.2 billion USD by 2025, setting a historic record.

On September 30, Jin10 Data reported that according to the latest forecast from the CFM flash memory market, in the second half of 2025, driven by the strong momentum of the simultaneous rise in DDR4, DDR5, HBM3E and other DRAM ASPs and bit shipments, along with the continued stabilization of NAND prices, the global storage market size is expected to reach a record high of 193.2 billion USD by 2025. Analysis indicates that the demand for storage applications related to AI, represented by AI servers, remains strong, while the supply growth from original manufacturers is limited, leading to varying degrees of structural supply shortages in both NAND and DRAM, which is expected to comprehensively boost storage prices upward in the fourth quarter.