AI Surge and Server Expansion Fuel 12.7% Enterprise SSD Revenue Growth in 2Q25

TrendForce reported that enterprise SSD revenue for the top five brands reached over US$5.1 billion in 2Q25, reflecting a 12.7% quarter-on-quarter increase. The growth was driven by heightened demand from NVIDIA’s Blackwell platform shipments and expanded general server deployments by North American cloud service providers (CSPs). However, supply constraints from DDR4 shortages and extended lead times for controller IC substrates impacted board availability, influencing market share and revenue outcomes.

The report highlighted three key factors shaping future competition in the enterprise SSD market: rapid technological advancements driven by AI workloads, increasing competition from Chinese manufacturers, and the challenge of balancing new and legacy production capacities. TrendForce noted that supply-demand imbalances may persist, emphasizing the need for precise capacity planning and robust supply chain management to maintain profitability.

Samsung led the market with steady revenue of $1.9 billion, benefiting from widespread adoption in North America and resilience against DDR4 shortages, which allowed it to secure a significant share of rush orders. SK Group (SK hynix and Solidigm) recorded the highest growth, with revenue rising 47.1% to $1.46 billion, driven by strong demand for high-capacity SSDs and doubled orders from major North American CSPs, ...