Standard of Excellence: Speed vs. Quality in Customer Service
Knocking Down the Bone Pile: Revamp Your Components with BGA Reballing
Global Sourcing Spotlight: Balancing Speed and Flexibility Without Sacrificing Control
AI, General Server Demand Drive 2Q25 Enterprise SSD Revenue Up 12.7%
September 8, 2025 | TrendForceEstimated reading time: 1 minute
TrendForce’s latest investigations reveal that the ramp-up of NVIDIA’s Blackwell platform shipments in 2Q25, combined with continued expansion of general server deployments by North American CSPs, significantly boosted demand for enterprise SSDs.
Total revenue for the top five brands surpassed US$5.1 billion, representing 12.7% QoQ growth. However, shortages of DDR4 and extended lead times for controller IC substrates created board supply constraints, which in turn shaped market share dynamics and revenue performance among vendors.
TrendForce noted that future competition in the enterprise SSD sector will center around three key factors: rapid technology iterations driven by AI workloads, the rise of Chinese players challenging international suppliers, and the ongoing need for vendors to balance new and legacy production capacity. Supply-demand mismatches may become the norm, making precise capacity planning and supply chain management critical for profitability.
Samsung maintained its leadership position, with revenue holding steady at $1.9 billion. Its broad adoption in North America and insulation from DDR4 shortages enabled the company to capture a large share of rush orders, reinforcing its dominant market share.
SK Group (SK hynix + Solidigm) posted the strongest growth momentum, as surging demand for high-capacity SSDs and doubled order volumes from key North American CSPs drove revenue to $1.46 billion, up 47.1% QoQ, and marking a new high for the group.
Micron reported revenue of $784.6 million, down 7.9% QoQ, but held onto the third position. Some delays in validation and ramp-up of its large-capacity products may constrain its growth in the second half of the year.
Kioxia delivered a standout performance, with revenue rising 32.5% QoQ to $750 million and market share climbing to 13.7%, ranking it fourth. Its leadership in hybrid bonding technology, which is critical for enabling high-speed AI applications, has become a major competitive advantage.
SanDisk generated about $213 million, down 8.2% QoQ. While shipments continued to rise, SanDisk’s limited penetration in enterprise SSDs left it trailing competitors in AI server and data center deployments. The company has turned its focus to next-gen product development, and recently welcomed SK hynix into its High Bandwidth Flash (HBF) R&D alliance to bolster its technical edge.
Share on:
Testimonial
"Your magazines are a great platform for people to exchange knowledge. Thank you for the work that you do."
Simon Khesin - Schmoll MaschinenSuggested Items
Pull-In Demand and Fading China Subsidies Push 3Q25 Global TV Shipments Below 50 Million Units for the First Time, Down 4.9% YoY
11/03/2025 | TrendForceTrendForce’s latest investigations indicate that global TV shipments in 3Q25 totaled 49.75 million units, representing a 6% increase QoQ but a 4.9% decrease YoY.
4Q25 holiday Demand May Weaken as Polarization of MLCC Supply Intensifies
10/21/2025 | TrendForceTrendForce’s latest MLCC investigation reveals growing macroeconomic headwinds. The U.S. ADP September Employment Report recorded its largest decline in two and a half years, while the Federal Reserve was left without key data for policy decisions due to the government shutdown.
Supply Chain and Application Breakthroughs to Drive OLEDoS Penetration in VR/MR to 58% by 2030
10/20/2025 | TrendForceApple is making a notable comeback in the VR/MR market with its upgraded Vision Pro, which still uses OLEDoS display panels. The device aims to drive the next generation of head-mounted devices by enhancing computing power and weight distribution.
2H25 Foundry Utilization Exceeds Expectations, Some Players Are Prepared for Price Hikes
10/16/2025 | TrendForceTrendForce’s latest investigations have revealed that wafer foundry utilization during the second half of 2025 has remained more resilient than anticipated. Several factors are contributing to this, including the postponed U.S. semiconductor tariffs, low inventory at IC vendors, the peak smartphone season, and ongoing high demand for AI.
AI Storage Demand Accelerates HDD Replacement as NAND Flash Suppliers Shift Toward High-Capacity Nearline SSDs
10/14/2025 | TrendForceTrendForce’s latest investigations reveal that the surge in AI inference applications is creating a strong need for real-time data access and rapid processing of large data sets.