TrendForce's latest investigations reveal that the ramp-up of NVIDIA's Blackwell platform shipments in 2Q25, combined with continued expansion of general server deployments by North American CSPs, significantly boosted demand for enterprise SSDs. Total revenue for the top five brands surpassed US$5.1 billion, representing 12.7% QoQ growth. However, shortages of DDR4 and extended lead times for controller IC substrates created board supply constraints, which in turn shaped market share dynamics and revenue performance among vendors.

TrendForce noted that future competition in the enterprise SSD sector will center around three key factors: rapid technology iterations driven by AI workloads, the rise of Chinese players challenging international suppliers, and the ongoing need for vendors to balance new and legacy production capacity. Supply-demand mismatches may become the norm, making precise capacity planning and supply chain management critical for profitability.