Price Trend (2020-2027)
Historical data and projected prices per TB
Historical
Predicted
Market Summary
Current (Apr 2026)
~$115/TB
All-Time Low
$50/TB
2023 Peak
$140/TB
Predicted Q4 2026
$100/TB
Market Outlook
Current Phase: Price stabilization after shortage crisis
Bullish Factors: AI/ML demand consuming NAND supply, cloud provider inventory hoarding, manufacturer capacity cuts
Bearish Factors: New fabs coming online 2026-2027, PCIe 5.0 reducing SATA demand, potential economic slowdown
Recommendation: Base case scenario — prices remain elevated through Q2-Q3 2026, then gradually decline. Target buy zone is below $90/TB for 2TB drives.