The widespread adoption of AI inference workloads in 4Q25 significantly raised requirements for data storage systems, according to TrendForce's latest findings on the enterprise SSD market. Meanwhile, enterprises accelerated upgrades to their general-purpose servers, while shortages in HDD supply pushed some demand toward SSD solutions. These factors together drove combined revenue for the world's top five enterprise SSD vendors up 51.7% QoQ to more than US$9.9 billion.

Among leading vendors, Samsung retained its top position, reporting nearly $3.66 billion in revenue in 4Q25, up 49.7% QoQ. The company demonstrated the strength of its vertically integrated business model. As concerns grew over potential DRAM shortages, many customers turned to Samsung because it can rely on its own DRAM and NAND Flash production to ensure stable SSD supply.