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(PR) Higher Prices and Shipments Drive Top Five Enterprise SSD Vendors' Revenue to Nearly US$37.59 Billion in 2Q26
📌 概要
NAND Flash suppliers are broadening their enterprise SSD product lines to boost profits and refine their offerings, according to TrendForce's recent memory industry report. Increased shipment volumes
⚡ 关键要点
- ▸NAND Flash suppliers are broadening their enterprise SSD pro
- ▸TrendForce expects enterprise SSD demand to remain elevated
NAND Flash suppliers are broadening their enterprise SSD product lines to boost profits and refine their offerings, according to TrendForce's recent memory industry report. Increased shipment volumes and higher contract prices are expected to propel the combined revenue of the top five enterprise SSD brands to double quarter-over-quarter, reaching $37.59 billion in 2Q26—a staggering 103.6% increase.
TrendForce expects enterprise SSD demand to remain elevated in 3Q26 thanks to the growing adoption of generative AI agent services, steady data center infrastructure deployments by CSPs, and large-scale shipments of NVIDIA GB-series AI server racks. These factors are expected to drive industry revenue even higher. However, rising output from Chinese suppliers and the emergence of China's domestic cloud market could reshape the competitive landscape going forward.
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TrendForce expects enterprise SSD demand to remain elevated in 3Q26 thanks to the growing adoption of generative AI agent services, steady data center infrastructure deployments by CSPs, and large-scale shipments of NVIDIA GB-series AI server racks. These factors are expected to drive industry revenue even higher. However, rising output from Chinese suppliers and the emergence of China's domestic cloud market could reshape the competitive landscape going forward.
Read full story