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Samsung Leads NAND Market as Prices Climb 55% in a Single Quarter

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Samsung Leads NAND Market as Prices Climb 55% in a Single Quarter
Key Takeaway

Counterpoint Research data shows the global NAND market grew 70% QoQ in Q2, with prices climbing 55% due to AI server stockpiling. Samsung holds 28% revenue share, followed by SK hynix (19%) and Micron (15%). YMTC grew to 14% share. Price stabilization is expected in 2027.

AI Summary & Analysis
NAND contract prices rose 55% QoQ in Q2 2026, driven by AI infrastructure demand; Samsung leads with 28% revenue share.
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#micron#nand#samsung#sk-hynix#ssd#ymtc

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