In Q2 2026, server-led eSSDs reached 48% of NAND flash shipments as AI workloads shifted from training to inference, driving 5x YoY industry revenue growth
- AI inference workloads drove enterprise SSDs to 48% of global NAND shipments in Q2 2026, nearly double the 26% share a year earlier.
Global smartphone shipments fell 11% YoY in Q2 to the lowest Q2 levels since 2013 amid the DRAM and NAND shortage; Samsung returns to #1 with a 24% market share
Shilpi Jain /Counterpoint Research:
Global smartphone shipments fell 11% YoY in Q2 to the lowest Q2 levels since 2013 amid the DRAM and NAND shortage; Samsung returns to #1 with a 24% market share
- Global smartphone shipments fell 11% YoY in Q2 2026 reaching the lowest second-quarter levels since 2013 as the DRAM and NAND shortage intensified.
Analysis: contract prices for NAND chips are up 600%+ since September 2025's end, while DRAM chip prices are up nearly 400%, and analysts expect more increases
The worsening shortage in global memory chips due to the artificial intelligence buildout is driving a widening gulf in corporate results and stock performances.
Analysis: soaring NAND prices threaten Nintendo's software sales; the average games purchased per console came to 2.18 in December 2025, vs. 3.88 in March 2018
Demand for Nintendo Co.'s profit-earning game software is under threat from soaring prices for data storage …
Analysis: DRAM and NAND memory prices have jumped 600%+ over the past year for routers and set-top boxes, hitting telcos targeting aggressive broadband rollouts
MS Hwang is a research director at Counterpoint, specializing in memory semiconductor research.
Analysis: DRAM and NAND memory prices have jumped 600%+ over the past year for routers and set-top boxes, hitting telcos targeting aggressive broadband rollouts
MS Hwang is a research director at Counterpoint, specializing in memory semiconductor research.
Japanese NAND flash maker Kioxia's stock is up ~800% over the past 12 months, as AI demand and constrained NAND flash supply boost the chipmaker's pricing power
Highlights from IEDM 2025: 3D NAND is suddenly relevant again, interconnect metals beyond copper are emerging, 2D materials that could replace silicon, and more
IEDM 2025 Round-Up — It's an odd time in the chipmaking industry. On one hand, we are ramping into the biggest supercycle ever seen.
Industry executives say nearly all major memory chipmakers are running at or near full capacity, with 2026 production slots almost “sold out” due to AI demand
TAIPEI/TOKYO/SEOUL — Since October, SK Hynix's headquarters in Icheon, near Seoul, has seen a steady stream of visitors … X: @nikkeiasia and @nikkeiasia X: @nikkeiasia : The AI boom is driving huge de...