Jibang Consulting: The revenue of the top five global enterprise SSD brands doubled to nearly US$37.59 billion in the second quarter

The Zhitong Finance App learned that according to TrendForce Jibang Consulting's latest memory industry research, the original NAND Flash factory is fully expanding the supply of high-margin Enterprise SSD (Enterprise Solid State Drive) products in order to maximize profits and optimize the product portfolio. With shipments and contract prices rising at the same time, the total revenue of the top five global enterprise SSD brands in the second quarter of 2026 was close to US$37.59 billion, with a quarterly increase of 103.6%.

TrendForce Jibang Consulting estimates that in the third quarter, due to the spread of generative AI agent (artificial intelligence) services, the steady deployment of data center infrastructure by cloud service providers (CSP), and mass shipments of NVIDIA (Nvidia) GB series AI server (AI server) cabinets, it will help maintain a high level of demand for enterprise SSDs, and the industry's revenue is expected to rise to the next level. In the future, as mainland Chinese suppliers increase output and the cloud market rises, the market share pattern may change in the future.

Looking at the revenue performance of the top five global enterprise SSD brands in the second quarter, the market leader Samsung (Samsung) showed a marked increase in 176-layer QLC product shipments, and the proportion of high-end PCIe 5.0 products shipped also increased dramatically, boosting second-quarter revenue to around US$14.35 billion. As major North American CSP manufacturers are actively converting data center architectures from PCIe 4.0 to PCIe 5.0, Samsung, which has complete DRAM and NAND Flash integrated supply capabilities, has become the preferred choice for most server customers to purchase memory and enterprise SSDs.

The second-quarter revenue was SK hynix Group [SK hynix (SK hynix, SKHY.US) Group, including SK Hynix and SoliDigm (SoliDigm)]. In addition to the parent company SK Hynix continuing to expand the scale of 321 layer TLC product shipments, the subsidiary SoliDigm also leveraged its technical advantages in the QLC field to drive the maintenance volume of ultra-high-capacity QLC Enterprise SSDs. SK hynix Group's revenue exceeded US$8.63 billion.

Micron (Micron, MU.US)'s second quarter enterprise SSD revenue increased by 126.3%, the highest growth rate among the top five suppliers, totaling about US$6.98 billion, ranking third. After the AI wave broke out, Micron concentrated its production capacity in the field of enterprise SSDs and HBM. In addition to a sharp increase in shipments of high-capacity products based on 232 layer QLC, it was also in a leading position in the development and verification progress of PCIe 6.0 Enterprise SSDs.

Kioxia (Kioxia)'s 218-layer technology products have successively passed certification from top cloud customers in North America and began to be sold, while its procurement market share in server brand manufacturers increased significantly. Enterprise SSD revenue doubled to US$4.64 billion in the second quarter, ranking fourth.

SanDisk (SanDisk) ranked fifth in the second quarter due to high-capacity QLC Enterprise SSDs entering a large-scale release period, which led to an increase in single-quarter unit shipments. Overall Enterprise SSD revenue increased by 102.9% in the quarter, rising to nearly US$2.98 billion.