研报 | AI基础建设助力NAND Flash产业，2025年第三季度铠侠营收季增33.1%

| Rankings | Company | Revenue (US$M) | | Market Share (%) | | | --- | --- | --- | --- | --- | --- | | | | 3Q25 | QoQ (%) | 3Q25 | 2Q25 | | 1 | Samsung | 6,000.0 | 15.4% | 32.3% | 32.9% | | 2 | SK Group (SK hynix + Solidigm) | 3,525.6 | 5.7% | 19.0% | 21.1% | | 3 | Kioxia | 2,841.0 | 33.1% | 15.3% | 13.3% | | 4 | Micron | 2,423.0 | 15.4% | 13.0% | 13.5% | | 5 | SanDisk | 2,308.0 | 21.4% | 12.4% | 12.0% | | | Total of Top 5 | 17,097.6 | 16.5% | 92.0% | 93.0% | 分析各供应商第三季营收表现，Samsung（三星）Enterprise SSD销售强劲，推升第三 ...