NuAxiSemiconductor trade intelligence

Top five NAND Flash brands post 77% revenue surge in Q2

What happened

Top five NAND brands reported a 77% QoQ revenue surge to $68.87B, driven by AI server demand and ASP increases. Despite weak PC demand, continued price hikes and prioritized DRAM/HBM investment suggest sustained price support in Q3.

Impact and signal

High impactImpact score: 98/100

Affected components and suppliers

NAND Flash

Samsung Electronics SK hynix Micron Kioxia Western Digital (SanDisk)

price-hikerevenue-growthAI-demandASP

Source and time

Source: Evertiq · 8/18/2026 · View original source

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Top five NAND Flash brands post 77% revenue surge in Q2

What happened

Impact and signal

Affected components and suppliers

Source and time

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