TrendForce reports that the top five enterprise SSD brands are projected to reach $37.59 billion in combined revenue for 2Q26, a 103.6% quarter-over-quarter increase. Suppliers are broadening product lines as demand remains elevated through the third quarter.
led the market with $14.35 billion in revenue, driven by 176-layer QLC shipments. and subsidiary Solidigm followed with $8.63 billion, while ranked third with $6.98 billion. and Sandisk rounded out the top five performers.
This surge reflects rapid technological scaling, including SK hynix's 321-layer TLC and Kioxia's 218-layer products. With Micron developing PCIe 6.0 solutions, the industry is shifting toward higher density and faster interfaces to meet enterprise needs.