Solidigm taps Powertech, Pegatron for AI data center SSD output in Taiwan
Seoul Economic Daily reports that Solidigm, SK Hynix's NAND and SSD unit, notified customers of a product change adding a new Taiwan-based ODM site for data center SSDs, with Powertech Technology and Pegatron as manufacturers and Taiwan-made products reaching customers from December 24 under the same supply terms. Industry estimates put the annual order value for the Taiwanese partners in the hundreds of billions to over a hundred billion (currency unspecified and unconfirmed by the companies). TrendForce expects enterprise SSD bit demand to grow more than 80% this year as cloud providers expand inference infrastructure, with Q4 price increases possibly accelerating.
Surging AI inference workloads are driving enterprise storage demand, deepening Taiwan's role in the AI server and storage supply chain.