AI inference surge lifts NAND market to record revenue: Counterpoint

DIGITIMESAugust 13, 2026en

The global NAND market tightened sharply in the second quarter of 2026 as AI workloads shifted from training to inference, driving demand for enterprise SSDs and squeezing consumer supply. The trend matters because it is reshaping storage prices, supplier rankings, and the availability of devices and servers worldwide.

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