Enterprise SSD vendors see revenue surge on stronger demand

NAND Flash suppliers are expanding their enterprise SSD portfolios as they seek higher profitability and more refined product lineups, according to TrendForce. Stronger shipment volumes and higher contract prices are expected to drive combined revenue for the top five enterprise SSD brands to more than double quarter-over-quarter in 2Q26, representing a 103.6% increase.

Demand is expected to remain elevated in 3Q26 as generative AI agent services gain adoption, cloud service providers continue data center infrastructure deployments, and NVIDIA GB-series AI server racks ship at scale. TrendForce expects these factors to push industry revenue higher, while increased output from Chinese suppliers and the growth of China’s domestic cloud market could alter the competitive landscape.