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QLC Enterprise SSD Enters Volume Ramp Phase, Revenue Rises 103% QoQ, Stock Expected to Extend Rally

QLC Enterprise SSD Enters Volume Ramp Phase, Revenue Rises 103% QoQ, Stock Expected to Extend Rally

TradingKey – On September 1 Eastern Time, SanDisk (SNDK) stock rose 5% yesterday after being added to the MSCI USA Index, before reversing earlier losses to gain over 2% today.

According to the latest memory industry research by TrendForce, combined revenue for the world’s top five enterprise SSD brands in the second quarter of 2026 reached nearly $37.59 billion, representing a quarterly surge of 103.6%.

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Source: TrendForce

The research firm expects that in the third quarter, the growing popularity of generative AI agent services, steady deployment of data center infrastructure by cloud service providers (CSPs), and mass shipments of Nvidia’s (NVDA) GB-series AI server cabinets will help keep enterprise SSD demand elevated, driving industry…

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