TrendForce: Revenue of Top Five Enterprise SSD Brand Vendors Increased by 12.7% QoQ in the Second Quarter

1 day ago / Read about 0 minute

Author：小编

In the second quarter of 2025, NVIDIA's Blackwell platform achieved large-scale shipments, while North American CSP operators expanded their general-purpose server deployments, driving significant growth in demand for enterprise solid-state drives (Enterprise SSDs). The combined revenue of the top five brand vendors exceeded US$5.1 billion, representing a 12.7% quarter-over-quarter increase. However, shortages of DDR4 and extended lead times for controller IC substrate deliveries resulted in product supply falling short of demand, impacting the market share and revenue performance of various vendors in the second quarter.

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