AI Server Demand Lifts Enterprise SSD Revenue in Q2

TrendForce data cited by EE Times Asia puts the quarter-on-quarter increase in combined revenue for the five leading enterprise SSD vendors at 103.6%. The report attributes the growth to higher shipments and contract prices as cloud operators expand AI infrastructure. Samsung led the group with about $14.35 billion in revenue, followed by SK hynix Group at more than $8.63 billion. Micron recorded the fastest growth, rising 126.3% from the prior quarter to roughly $6.98 billion. Kioxia generated about $4.64 billion and SanDisk nearly $2.98 billion. The report expects enterprise SSD demand to remain strong in the third quarter, supported by generative-AI services, continued cloud deployment and shipments of NVIDIA GB-series server racks. The growing role of high-capacity QLC drives and newer PCIe products points to sustained demand for enterprise NAND, although additional Chinese supply and domestic cloud demand could change the competitive balance over time.