NuAxiSemiconductor trade intelligence

(PR) AI Server Storage Demand Surges; Top Five NAND Flash Suppliers Post 23.8% QoQ Revenue Growth in 4Q25

What happened

Top five NAND flash suppliers' revenue surged 23.8% QoQ to $21.17B in 4Q25, driven by explosive demand for enterprise SSDs from AI server deployments and HDD shortages accelerating a shift to NAND. The resulting supply-demand imbalance worsened NAND shortages and pushed prices higher. Bullish: Direct and significant price impact from confirmed demand surge and supply constraints.

Impact and signal

High impactImpact score: 95/100

Affected components and suppliers

NAND FlashEnterprise SSD

Samsung Electronics Kioxia Western Digital SK hynix Micron Technology

price-hikeshortagedemand-surgesupply-tight

Source and time

Source: TechPowerUp · 3/3/2026 · View original source

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Enterprise SSD Revenue Doubles to Over $37B in 2Q 2026 as AI Demand Lifts Prices, ShipmentsEE Times Asia · 9/3/2026
AI server build-outs drive NAND revenue up 23.8% in 4Q25Evertiq · 3/4/2026
(PR) Global Top Five Enterprise SSD Vendors Post Over 50% QoQ Revenue Growth in 4Q25, with SK Group Leading GrowthTechPowerUp · 3/13/2026
Q1 NAND price up 85-90%Electronics Weekly · 3/4/2026
🤔 High-value products are squeezing mature-node capacity, leaving MLC #NAND in short supply and driving industrial and automotive customers to SLC ...TrendForce Official (Market Data) · 7/13/2026
Apple to raise prices due to memory chip shortage, CEO Cook tells WSJ. 📰 News Source: https://buff.ly/6RukuLrTrendForce Official (Market Data) · 6/21/2026

(PR) AI Server Storage Demand Surges; Top Five NAND Flash Suppliers Post 23.8% QoQ Revenue Growth in 4Q25

What happened

Impact and signal

Affected components and suppliers

Source and time

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