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(PR) Global Top Five Enterprise SSD Vendors Post Over 50% QoQ Revenue Growth in 4Q25, with SK Group Leading Growth

What happened

Top five enterprise SSD vendors saw combined revenue surge 51.7% QoQ to over $9.9B in Q4'25, driven by AI inference demand and HDD shortages. Samsung led with $3.66B revenue, benefiting from its vertically integrated model amid DRAM shortage concerns. Bullish: Strong demand signals for NAND/DRAM components, supporting price stability and vendor preference.

Impact and signal

Medium impactImpact score: 55/100

Affected components and suppliers

Enterprise SSDNAND FlashDRAM

Samsung Electronics SK hynix Micron Technology Kioxia Western Digital

demand-surgeearningsmarket-share

Source and time

Source: TechPowerUp · 3/13/2026 · View original source

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(PR) Global Top Five Enterprise SSD Vendors Post Over 50% QoQ Revenue Growth in 4Q25, with SK Group Leading Growth

What happened

Impact and signal

Affected components and suppliers

Source and time

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