Samsung Holds eSSD Lead as SK hynix Gains Ground on AI Demand.
Samsung Electronics maintained the lead in the enterprise solid-state drive (eSSD) market in the fourth quarter of last year, but SK hynix closed the gap by surpassing 30% share. TrendForce, a market research firm, reported that the top five brands in Q4 2025 generated a combined $9.92 billion in eSSD revenue, up 51.7% from the previous quarter.
The firm attributed the surge to a broad rise in AI inference workloads, which has driven higher demand for data storage systems. Companies are upgrading generic servers ahead of time, and a shortage of hard-disk drives has partly pushed some demand toward SSDs, contributing to the revenue increase.

Samsung’s eSSD revenue for Q4 2025 rose 49.7% to $3.656 billion, even as its market share edged down to 33.8% from 35.1% in the prior quarter. The decline in share came despite the strong sales performance.
SK hynix, including its Solidigm unit, posted a 75.2% jump in eSSD revenue to $3.26 billion, the largest growth among the major players in that period. Its market share rose to 30.2% from 26.8%, narrowing the gap with Samsung from 8.3 percentage points to 3.6 points.
Micron continued to rank third, with $1.4 billion in eSSD revenue in Q4 2025 and a market share of 13.0%, down from 14.3% in the previous quarter.

TrendForce also noted that shipments of eSSD bits are likely to continue rising, and the overall eSSD market could double in the coming year, signaling sustained momentum in enterprise storage amid AI-driven demand.
For U.S. readers, the trend matters because the enterprise SSD market underpins the storage and processing backbone of major cloud providers, data centers, and AI infrastructure. Samsung and SK hynix are key global memory suppliers, and shifts in their enterprise SSD leadership can influence supply dynamics, pricing, and product cycles for American hyperscalers, system integrators, and data-center equipment vendors. The potential for continued revenue growth also reflects growing investment in AI workloads and modernization of 서버 and data-center infrastructure that are central to the U.S. tech economy.