Stable shipments in 4Q24 are expected to help SK Group maintain flat revenue despite moderating price growth for enterprise SSDs. Kioxia ranked third in revenue, followed by Micron and Western Digital/SanDisk (WDC). Kioxia saw a 9 percent rise in bit shipments and revenue growth due to seasonal U.S. smartphone production peaks and increased enterprise SSD shipments. However, with the seasonal production peak ending, Kioxia's revenue is expected to drop by over 10 percent in 4Q24. Micron recorded a 10 percent quarter-over-quarter increase in bit shipments and a 26.6 percent revenue growth to $2.51 billion, driven by higher ASP. However, expected declines in product shipments outside enterprise SSDs may lead to a slight revenue decrease in 4Q24. WDC exceeded expectations with a 15 percent quarter-over-quarter increase in bit shipments.