NuAxiSemiconductor trade intelligence

AI server build-outs drive NAND revenue up 23.8% in 4Q25

What happened

NAND Flash market revenue surged 23.8% QoQ to $21.17B in 4Q25, driven by AI server SSD demand and HDD shortages. TrendForce forecasts NAND prices to surge 85-90% QoQ in 1Q26 due to sustained supply constraints and AI-driven demand. Bullish: Direct, large-scale price increase forecast with specific numbers indicates strong upward pressure on component costs.

Impact and signal

High impactImpact score: 95/100

Affected components and suppliers

NAND FlashEnterprise SSD

Samsung Electronics SK hynixSolidigmKioxia Micron TechnologySanDisk

price-hikeshortagedemand-surgeAI-server

Source and time

Source: Evertiq · 3/4/2026 · View original source

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(PR) AI Server Storage Demand Surges; Top Five NAND Flash Suppliers Post 23.8% QoQ Revenue Growth in 4Q25TechPowerUp · 3/3/2026
Enterprise SSD Revenue Doubles to Over $37B in 2Q 2026 as AI Demand Lifts Prices, ShipmentsEE Times Asia · 9/3/2026
[News] Taiwanese module maker Transcend Reportedly Sees 40–50% DDR5 Price surge in Q2TrendForce · 4/8/2026
(PR) Global Top Five Enterprise SSD Vendors Post Over 50% QoQ Revenue Growth in 4Q25, with SK Group Leading GrowthTechPowerUp · 3/13/2026
YMTC breaks into the top three NAND makers for the first time as AI servers swallow 48% of all flash — Chinese vendor has 14% share, according to researchTom's Hardware · 8/12/2026
Q1 NAND price up 85-90%Electronics Weekly · 3/4/2026

AI server build-outs drive NAND revenue up 23.8% in 4Q25

What happened

Impact and signal

Affected components and suppliers

Source and time

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