Micron Technology(US:MU) TrendForce集邦·2026-03-13 08:04Core Insights - The article highlights the significant growth in the Enterprise SSD market driven by the increasing demand for AI inference applications and the upgrade of general servers, resulting in a 51.7% quarter-over-quarter revenue increase for the top five Enterprise SSD brands, surpassing $9.9 billion in Q4 2025 [2][3]. Company Performance - Samsung: Maintained the top position with Q4 2025 revenue of approximately $3.66 billion, a 49.7% quarter-over-quarter increase. Samsung's vertical integration and strong self-supply capabilities in DRAM and NAND Flash have attracted customers focused on stable Enterprise SSD shipments [4]. - SK Group: Achieved second place with revenue of $3.26 billion in Q4 2025, marking a 75.2% quarter-over-quarter growth. The group has a clear product strategy targeting the shift from AI training to inference, which has helped increase its market share to 30.2% [5]. - Micron: Ranked third with Q4 2025 revenue of $1.4 billion, a 41.4% increase. Micron is focusing on the higher-margin Enterprise SSD market and developing SLC SSDs to meet the demands of AI workloads [6]. - Kioxia: Reported Q4 2025 revenue of $1.16 billion, an 18.9% increase. Kioxia is expanding its high-speed and high-endurance product lines to cater to future AI storage needs [7]. - SanDisk: Recorded Q4 2025 revenue of $440 million, a significant 63.6% increase. The company is expected to see a notable rise in QLC shipments and a substantial increase in its enterprise revenue share in 2026 [8]. Market Outlook - The overall Enterprise SSD market revenue is projected to double in 2026, driven by the adoption of PCIe 5.0 and increased shipment volumes. The competition among suppliers will hinge on who can provide stable PCIe 6.0 solutions and products optimized for AI workloads [8].