nand
Inference AI driving structural shifts in high-capacity storage, nearline SSD demand surges
NAND Flash revenue surged over 20% in 2Q25, SK Group share jumped to 21%
SK hynix unveils world’s first 321-layer QLC NAND, targets 1H26 commercial launch
3Q25 NAND Flash contract prices projected to rise 5-10%; Weak smartphone demand limits eMMC and UFS growth
SLC NAND Flash memory market size to surpass $16.40 billion by 2031
Off-season slowdown, inventory pressure drive over 20% QoQ revenue drop for top five NAND Flash brands in 1Q25
AI demand fuels enterprise SSD growth; 3Q25 NAND Flash prices likely to rise further
NAND Flash prices begin to recover in 2Q25 as production cuts and inventory rebuilding take effect