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Supply Chain Management
Business Honor
08 September, 2025
Enterprise SSD sales hit $5.1B in Q2 2025 because of cloud demand, AI advancements, and SK Group’s major gains.
TrendForce reports that the enterprise SSD market grew quickly in the second quarter of 2025, with the top five suppliers reporting total sales of $5.1 billion, a 12.7% rise from the previous quarter. Rising demand from cloud service providers (CSPs) in North America and the development of NVIDIA's Blackwell platform were the primary causes of this growth.
Supply chain issues like DDR4 shortages and longer time frames for control IC substrates caused difficulties despite this rapid pace. These restrictions had an effect on business performance and market share along with board supply. With regular earnings of $1.9 billion, Samsung maintains its position as the market leader. Samsung was able to maintain its leadership position while securing an important portion of urgent orders due to its strong North American presence and little contact with DDR4 shortages.
The greatest rise was seen by SK Group, that includes Solidigm and SK Hynix, whose sales rose 47.1% from quarter to quarter to $1.46 billion. An increasing need for larger SSDs and a sharp increase in orders from major CSPs were the main causes of this. With $780 million in revenue, Micron came in third position, a 7.9% drop from the quarter before.
Kioxia's revenue rose 32.5% to $750 million, showing an excellent result. Its present market share is 13.7%. One of the company's primary benefits for AI-related applications is its leading position in hybrid bonding technology. Due to a drop in enterprise SSD usage, SanDisk's revenue dropped 8.2% to $210 million. Still, it continues to make efforts in the latest innovations and most recently collaborated with SK Hynix in the High Bandwidth Flash (HBF) development and research collaboration. Success in the future in the shifting industry depends on supply chain management, advancements in artificial intelligence, and flexible manufacturing planning.