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TrendForce: Global Enterprise SSD Revenue Doubles to $37.6 Billion in Q2
Electronic Technology · Electronic Components · cnyes · 2026-09-01
Driven by robust AI server demand and rising contract prices, the top five enterprise SSD brands saw their combined Q2 revenue surge by over 100%.
What Happened
Industry Overview: According to TrendForce, the top five global enterprise SSD brands reached a combined revenue of $37.59 billion in the second quarter, marking a 103.6% quarter-over-quarter increase. This growth was driven by manufacturers prioritizing high-margin products and rising contract prices.
Growth Drivers: The widespread adoption of generative AI agents and steady infrastructure deployment by cloud service providers have fueled demand. With the massive shipment of NVIDIA's GB-series AI servers, the industry expects continued revenue growth into the third quarter.
Vendor Performance: Samsung maintained its market leadership with $14.35 billion in revenue, leveraging its integrated DRAM and NAND supply capabilities. Micron showed the strongest growth among the top five, with a 126.3% quarter-over-quarter revenue increase, while SK hynix also posted significant gains.
Market Outlook: While demand remains high, the competitive landscape may shift as Chinese suppliers increase production and the local cloud market expands. Major players are currently focusing on advancing PCIe 5.0 and 6.0 technologies to secure their positions in the AI server supply chain.