Federal Consulting: Inventory liquidation impacts revenue of top five enterprise SSD brands in Q1, expected to recover quarterly with the growth of AI demand.

According to the Econ Intelligence APP, based on the latest survey by TrendForce, the first quarter of 2025 faced challenges in the assembly process due to the new generation of AI products, as well as factors such as the long-term accumulation of inventory in the North American region that still needs to be digested. As a result, major customers have significantly reduced order sizes, causing the average selling price of Enterprise SSD (Enterprise Solid State Drives) to fall by nearly 20%. This led to a seasonally declining revenue for the top five Enterprise SSD brand manufacturers in the first quarter, indicating that the market has gone through a period of adjustment.