Trend AI data centre investment drives demand for enterprise SSDs and revives HDDs

Summary

KISDI identifies data centre investment spurred by AI as the main force behind growth in Korea's computer and peripheral exports. As generative AI spreads and data investment grows, enterprise solid-state drives and hard disk drives are expected to expand, helped by rising prices of NAND flash, the key component. Over the medium term, big tech companies at home and abroad keep enlarging data centres to serve generative AI and heavier use of high-quality content, so SSD demand should keep rising. The same investment is also lifting demand for hard disk drives, the traditional auxiliary storage device, alongside SSDs. The institute expects enterprise SSDs, together with high-performance memory such as HBM, to be among the core AI infrastructure parts whose production expands sharply and drives industry growth.