Alliance Consulting: The revenue of the top five enterprise-level SSD brand factories in the second quarter increased by 12.7% from the previous quarter.

According to the latest survey by TrendForce, the scale of NVIDIA's Blackwell platform shipments in the second quarter of 2025, as well as the continued expansion of General Server by North American CSP providers, have significantly driven the growth in Enterprise SSD demand. The combined revenue of the top five brands exceeded 5.1 billion US dollars, with a quarterly increase of 12.7%. However, the shortage of DDR4 and the extended lead time for main control IC boards have caused a widespread supply shortage of Enterprise SSDs, affecting the market share and revenue performance of various manufacturers in the second quarter.