NAND Flash suppliers are broadening their enterprise SSD product lines to boost profits, according to Trend Force's recent memory industry report. Increased shipment volumes and higher contract prices are expected to propel the combined revenue of the top five enterprise SSD brands to $37.59 billion in 2Q26, a 103.6% quarter-over-quarter increase. Trend Force expects enterprise SSD demand to remain elevated in 3Q26 thanks to the growing adoption of generative AI agent services, steady data center infrastructure deployments by CSPs, and large-scale shipments of NVIDIA GB-series AI server racks.

Samsung led the market with approximately $14.35 billion in revenue, driven by a significant ramp-up of 176-layer QLC products and increased high-end PCIe 5.0 shipments. SK hynix Group ranked second with revenue exceeding $8.63 billion, expanding 321-layer TLC shipments and leveraging Solidigm's QLC strengths. Micron posted the strongest growth, with revenue surging 126.3% QoQ to $6.98 billion, concentrating capacity on enterprise SSDs and HBM.

Kioxia ranked fourth with revenue more than doubling to $4.64 billion, driven by 218-layer technology qualification. Sandisk ranked fifth, with revenue increasing 102.9% QoQ to $2.98 billion as high-capacity QLC SSDs entered volume ramp-up.