TrendForce says Q2 2026 AI server procurement remained robust, with particularly strong enterprise SSD demand, leaving the NAND flash market undersupplied. Vendors exercised pricing leverage to sharply raise average selling prices (ASPs); the five largest listed NAND vendors posted combined revenue up 77% QoQ to $68.87 bln.

2026-08-18

TrendForce says Q2 2026 AI server procurement remained robust, with particularly strong enterprise SSD demand, leaving the NAND flash market undersupplied. Vendors exercised pricing leverage to sharply raise average selling prices (ASPs); the five largest listed NAND vendors posted combined revenue up 77% QoQ to $68.87 bln.