Enterprise SSD revenue jumped in 1Q22 to US$5.58 billion, or 14.1% growth QoQ, according to TrendForce research, as North American data centres saw an improvement in components supply, driving a recovery in purchasing. The addition of Kioxia’s raw material contamination incident led to an increase in the pricing of certain rush orders.
According to TrendForce, Samsung and SK Hynix (including Solidigm) were the top two players in 1Q22. At the beginning of the year, demand from hyperscale data centers resulted in high inventory levels due to component mismatches, leading Samsung’s order growth missing expectations. However, as repercussions from the WDC and Kioxia contamination incident hit NAND Flash production capacity in 1Q22, server customers quickly turned to Samsung for additional orders, driving the company’s 1Q22 revenue to US$2.77 billion, up 14.8% QoQ.
To avoid electronics supply-chain disruptions, you may also wish to consult an expert in electronics component supply. With more than three decades of supply-chain expertise, Astute Electronics is ideally placed to work with you on your daily component requirements.
For more help with looking at supply chain options, contact Astute Electronics
