The global enterprise SSD market experienced explosive growth in the fourth quarter of 2025, with the top five vendors collectively generating over US$9.9 billion in revenue—a 51.7% increase from the previous quarter. This surge was driven by AI inference workloads and enterprise server upgrades, according to TrendForce. The shift toward AI applications has fundamentally changed storage requirements across data centers worldwide.

Samsung maintained its market leadership with nearly $3.66 billion in revenue, leveraging its vertically integrated DRAM and NAND production to ensure supply stability amid industry concerns about potential shortages. SK Group demonstrated the fastest growth among top vendors, with revenue jumping 75% to $3.26 billion and market share climbing to 30.2%. Solidigm's focus on high-capacity QLC SSDs paid off as demand accelerated. Meanwhile, Micron reported over $1.4 billion in revenue by strategically shifting toward higher-margin enterprise products.

Kioxia and Sandisk rounded out the top five, with revenues of $1.16 billion and $440 million respectively. While Kioxia's growth lagged at 18.9%, the company continues investing in AI-focused high-speed products. Sandisk's 63.6% growth rate was noteworthy given its smaller base. Looking ahead, TrendForce predicts PCIe 5.0 will become mainstream in 2026 as overall enterprise SSD revenue could potentially double, with competition increasingly centered on AI-optimized solutions rather than just NAND layer counts.