Enterprise / server SSD demand from OEM, ODM, and hyperscaler-direct (MAG / MANGOS / neoclouds in the HS slice). A slice of Others, not a fifth BOM line. Client NAND is excluded.
OEM + ODM + hyperscaler-direct Others (MAG, Meta/MANGOS, and neoclouds in the year-sheet HS slice). Yellow SSD % of Others; client and phone NAND excluded.
Download PNG · Through 2025