
VDURA's latest flash index puts a 30TB TLC drive at $22,600 as NAND price increases settle.
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The hybrid option only works if you can buy the hard drives, though, and Seagate and Western Digital have both told investors their nearline HDD output is sold out through 2027. Anyone without a long-term supply contract is paying spot prices for the disk, not the $1,216 in VDURA's table.
TrendForce ’s Q3 survey has NAND contract prices rising 10–15% quarter on quarter, after 70-75% in Q2 and a 55–60% Q1 that saw enterprise SSD contract prices climb roughly 80% in a single quarter. VDURA's 5% figure sits inside that decelerating range, but the company reads it differently: Erik Salo, senior vice president of marketing and business operations, said in the release that "elevated flash pricing is structural."
The June update to the same index had already raised VDURA's Q1 2026 TLC figure from the $10,950 published in January to $17,500, so the company has already changed its own historical numbers once since the index launched.
VDURA also has the 30TB HDD rising from $495 in Q3 2025 to $1,216 now, a 2.5 times increase. Western Digital CEO Irving Tan told analysts in February that the company was sold out for 2026, with firm purchase orders from its top seven customers and agreements with three of its top five running into 2027 and 2028.
Seagate to start qualifying record-setting 50TB HDDs in 2027
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/pc-components/ssds/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/ssds/enterprise-ssds-now-cost-18-times-more-than-hard-drives-per-terabyte#main
- https://www.tomshardware.com/membership
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Informational only. No financial advice. Do your own research.