HDD prices see largest increase in eight quarters, with surging demand in China and US markets
8 Articles
8 Articles
HDD prices see largest increase in eight quarters, with surging demand in China and US markets
The traditional hard disk drive (HDD) market experienced a rare sharp price surge in recent years. In contract price negotiations for the fourth quarter of 2025, HDD product prices were finalized with a quarter-over-quarter increase of approximately 4%, marking the highest growth rate in the past eight quarters.
After several years of relative stability, the market for mechanical hard drives has seen a sharp change in dynamics. In the fourth quarter of 2025, the contract prices of HDDs have risen by around 4% over a quarter, the largest increase recorded in eight quarters. A strong signal, which contradicts the idea of a gradual decline [...] Article HDD prices are rising again: China and the United States triggered the strongest increase in two years, …
HDD Prices Soar, Sparking Fears of Incoming Shortage
The good-old "spinning rust"—commonly referred to as Hard Disk Drives (HDDs)—may be another leg in the depleted computing infrastructure caused by the AI boom. According to DigiTimes, contract negotiations for the fourth quarter of 2025 concluded with traditional HDD prices settling about 4% higher quarter-over-quarter, marking the largest rise in the past eight quarters. That is over the largest increase in recent years, indicating that the dem…
HDD prices spike as AI infrastructure and China's PC push collide — hard drives record biggest price increase in eight quarters, suppliers warn pressure will continue
Despite continual predictions that SSDs will fully displace HDDs, demand for spinning rust is on the rise.
The hard drive market is surprising again after years of relative stability, shaken by the movements we saw two weeks ago. And it is that, in the fourth quarter of 2025, the contract prices of HDDs have risen by about 4% inter-quarterly, the biggest increase recorded in the last 8 quarters. An unusual movement that breaks the narrative of progressive substitution by SSD and that has two very clear engines: China and the United States, why is thi…
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