The Enterprise SSD market saw a strong 3Q25 recovery, with prices and volumes rising due to AI inference and server build-out. Cautious supply combined with explosive demand for ultra-large capacity products is leading to 4Q25 shortages, significant price hikes, and a scramble for materials.

Key Highlights

• 3Q25 Robust Recovery: Enterprise SSDs experienced strong price and volume growth, fueled by AI inference expansion and CSP AI/general server deployment, achieving a 26.7% QoQ revenue increase.
• 4Q25 Material Scramble: Cautious supply expansion cannot meet surging demand. CSPs are actively building inventory to prevent AI server delays, leading to ultra-large capacity SSD shortages and anticipated contract price hikes exceeding 25%.
• Supplier Strategies:
  • Samsung: Leveraged TLC product lines for profit, advancing 176L QLC to 128TB while optimizing cost structures.
  • SK Group: Faces capacity and geopolitical constraints, focusing on aggressive technology upgrades for bit output; SK hynix to offer 321L QLC samples.
  • Micron: Shifting focus from mobile storage to enterprise SSDs and AI inference-specific KV-Cache SSDs to boost profitability.
  • Kioxia: Flexibly supplies NAND chips and prepares 218L QLC 128TB products to address HDD gaps, expecting double bit shipments.
  • SanDisk: Anticipates strong revenue growth with 218L production and QLC demand, strategically focusing on HBF technology and collaboration to expand its ecosystem.

Table of Contents

1. Global Enterprise SSD Revenue Rose for 3Q25 Thanks to Strong Rebound in Both Prices and Shipments
   • 3Q25 Revenue Ranking among Enterprise SSD Suppliers

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