Global NAND flash storage revenue reached $46.0bn in Q1 2026, driven by sustained AI infrastructure demand, Counterpoint Research says. The market nearly doubled QoQ and was 3.5x YoY, mirroring the earlier sharp price upcycle in the DRAM market.

2026-06-03

Global NAND flash storage revenue reached $46.0bn in Q1 2026, driven by sustained AI infrastructure demand, Counterpoint Research says. The market nearly doubled QoQ and was 3.5x YoY, mirroring the earlier sharp price upcycle in the DRAM market.