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According to TrendForce's most recent survey of the enterprise SSD sector, propelled by the broad uptake of AI Agent services and robust demand from Cloud Service Providers (CSPs), the revenue generated by the top five enterprise SSD manufacturers worldwide soared to a record peak in the first quarter of 2026. This represented a substantial quarter-on-quarter growth of 86.1%, culminating in a total revenue of US$18.46 billion. The report highlighted a significant supply-demand disparity during this period, with suppliers' inventory levels plummeting to unprecedented lows and production struggling to keep pace with the burgeoning order volumes. In a strategic move to optimize profits, suppliers actively increased prices, resulting in an 80% spike in contract prices.
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