NuAxiSemiconductor trade intelligence

Q1 NAND price up 85-90%

What happened

TrendForce forecasts NAND Flash prices to surge 85-90% QoQ in Q1, driven primarily by strong demand for enterprise SSDs from AI server deployments by North American CSPs. Q4 revenue for the top five suppliers grew 23.8% QoQ to $21.17B, with SK Group leading growth at +47.8%. Bullish: Direct, quantified price surge signal for NAND components.

Impact and signal

High impactImpact score: 95/100

Affected components and suppliers

NAND FlashEnterprise SSD

Samsung Electronics SK Hynix Kioxia Micron Western Digital

price-hikedemand-surgeAI-server

Source and time

Source: Electronics Weekly · 3/4/2026 · 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
(PR) AI Server Storage Demand Surges; Top Five NAND Flash Suppliers Post 23.8% QoQ Revenue Growth in 4Q25TechPowerUp · 3/3/2026
AI server build-outs drive NAND revenue up 23.8% in 4Q25Evertiq · 3/4/2026
Where did that NAND upstart come from?Blocks & Files · 7/24/2026
(PR) Global Top Five Enterprise SSD Vendors Post Over 50% QoQ Revenue Growth in 4Q25, with SK Group Leading GrowthTechPowerUp · 3/13/2026
🤔 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

Q1 NAND price up 85-90%

What happened

Impact and signal

Affected components and suppliers

Source and time

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