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NAND Flash Market Share & Size - Industry Manufacturers

www.mordorintelligence.com

The NAND Flash Memory Market worth USD 58.69 billion in 2026 is growing at a CAGR of 5.32% to reach USD 76.03 billion by 2031. Samsung Electronics Co., Ltd., SK hynix Inc., KIOXIA Holdings Corporation, Western Digital Corporation and Micron Technology, Inc. are the major companies operating in this market. By geography, Asia-Pacific held 55.40% of revenue in 2025, whereas the Middle East & Africa region recorded the highest 8.21% CAGR through 2031. Note: Market size and forecast figures in this report are generated using Mordor Intelligence’s proprietary estimation framework, updated with the latest available data and insights as of 2026. PCIe/NVMe constituted 55.12% of revenue in 2025, upending SATA’s long-held dominance. The upgrade to PCIe 5.0 doubles bi-directional bandwidth, a necessity for AI inference servers where GPU clusters ingest tens of gigabytes per second. Samsung’s 5.6 GT/s I/O die exemplifies how controller-level link speeds keep pace with compute fabric demands. SATA remains cost-effective for Chromebook-class devices, yet most notebook OEMs are phasing in PCIe 4.0 and 5.0 sockets by 2026. July 2026: Samsung Electronics began mass production of the PM1763 PCIe 6.0 enterprise SSD using 9th-generation V-NAND and a 4 nm controller for AI and HPC server environments. The rollout raises the performance benchmark for next-generation data-center storage platforms and accelerates qualification cycles among OEMs and hyperscalers adopting PCIe 6.0 roadmaps. June 2025: Kioxia rolled out CD9P Series PCIe 5.0 NVMe SSDs built on 8th-generation BiCS FLASH, improving performance-per-watt and doubling capacity to 61.44 TB.

Global NAND Memory Market Surges to a Record $46B in Q1 2026 as ...

counterpointresearch.com

The global NAND flash memory market reached a massive $46 billion in revenues in Q1 2026, fuelled by growing demand for AI infrastructure. According to Counterpoint Research’s latest NAND Memory Market Tracker, the industry saw the market almost 2x sequentially and a staggering 3.5x compared to Q1 2025, mirroring the dramatic price hikes previously seen in the DRAM sector. Competitive Landscape: Global Revenue Share (Q1 2025 – Q1 2026) Based on Counterpoint's latest tracker, the market growth and share breakdown for Q1 2026 stands as follows: Note: SK hynix includes Solidigm. Source: Counterpoint Research NAND Flash Tracker - Q1 2026 Our core areas of coverage include AI, Automotive, Consumer Electronics, Displays, eSIM, IoT, Location Platforms, Macroeconomics, Manufacturing, Networks and Infrastructure, Semiconductors, Smartphones and Wearables. Visit our Insights page to explore our publicly available market data, insights and thought leadership, and to understand our focus, meet our analysts and start a conversation. NAND prices driven by the expanding AI demand are pushing up the revenue every quarter.

Global NAND Memory Market Share: Quarterly

counterpointresearch.com

Insight · TypeInsight · PublishedSeptember 3, 2026 · Share · Back to List · Contact Us · Team Counterpoint · Counterpoint research is a young and fast growing research firm covering analysis of the tech industry. Coverage areas are connected devices, digital consumer goods, software & applications and other adjacent topics. Counterpoint Research Insight

Nand Flash Memory Market Size, Trends & Forecast, 2026-2033

www.coherentmarketinsights.com

For instance, in early 2025, major SSD makers like Samsung and Micron launched new QLC NAND products, showcasing increasing capacity and falling costs. To learn more about this report, Request Free Sample · In terms of type, TLC segment is expected to contribute the highest share of the market, accounting for 34% in 2026 to its significantly lower cost per bit compared to other types. She excels in strategic advisory, delivering data-driven insights to help clients navigate market complexities, optimize entry strategies, and achieve sustainable growth. ... The Nand Flash Memory Market is estimated to be valued at USD 77.81 Bn in 2026, and is expected to reach USD 117.00 Bn by 2033. Key factors include the dominance of 3D NAND technology, exponential growth in data centers and cloud computing, and the ongoing transition from HDDs to faster SSDs. While consumer electronics remain vital, the automotive sector and IoT applications are also significant contributors. The market faces cyclical challenges but remains a leader in innovation and adoption. Uncover macros and micros vetted on 75+ parameters: Get instant access to report · In February 2025, Kioxia Corporation and Sandisk Corporation (a Western Digital brand) pioneered a state-of-the-art 3D flash memory technology, achieving a 4.8Gb/s NAND interface speed In March 2025, major NAND flash manufacturers including Micron, Samsung, SK Hynix, SanDisk, and Yangtze Memory Technologies (YMT) announced plans to raise product prices, with average increases exceeding 10%.

Memory Chip Market Forecast 2026: DRAM, NAND, HBM, and NOR Flash ...

www.ampheo.com

WSTS forecasts the total semiconductor market to reach US$975.46 billion in 2026, up 26.3% year on year, with the memory category reaching US$294.82 billion, up 39.4%. A more aggressive April 2026 Omdia revision sees semiconductor revenue growth of 62.7%, driven by a DRAM and NAND crunch, with DRAM nearly doubling in value and NAND potentially quadrupling versus 2025. The central forecast for 2026 is clear: HBM and server DRAM will absorb the best DRAM capacity; enterprise SSDs will absorb the best NAND capacity; NOR Flash will remain smaller but structurally resilient in automotive, industrial, IoT, and firmware-storage applications. TrendForce expects 2Q26 conventional DRAM contract prices to rise 58–63% QoQ and NAND Flash contract prices 70–75% QoQ, while noting that suppliers are reallocating capacity toward HBM, server DRAM, and enterprise SSDs. A purchasing team cannot solve HBM shortages alone; it needs early commitment from architecture, finance, and supplier-management teams. NOR Flash is much smaller than DRAM and NAND, but it remains critical because it stores boot code, firmware, safety code, configuration data, secure keys, graphics assets, and OTA recovery images. Mordor Intelligence projects the NOR Flash market at US$3.23 billion in 2026, rising to US$4.27 billion by 2031, a 5.74% CAGR from 2026 to 2031. The same source notes that Serial NOR led the market in 2025, while Octal/xSPI is expected to grow fastest through 2031, and densities above 256Mb are gaining importance for OTA and firmware expansion. Yole Group’s HBM outlook presented at Chiplet Summit 2026 estimates HBM revenue rising from about US$35 billion in 2025 to around US$60 billion in 2026, up about 70% YoY, and projects HBM to reach roughly US$170 billion by 2031. TrendForce expects HBM to keep growing in 2026, with SK hynix maintaining leadership, Samsung recovering through HBM3E and HBM4, and Micron expanding aggressively. TrendForce reports that CSPs are willing to sign LTAs and accept higher prices to secure supply, especially for DRAM and enterprise SSDs. Third, build a memory-cost escalation model. Buyers should not quote finished products using 2024 or early-2025 memory assumptions. For products with high DRAM or NAND content, BOM sensitivity should be modeled at +20%, +50%, and +100% memory-cost scenarios.

2026 NAND Market Developments - Cigent

www.cigent.com

Global NAND flash supply is tightening as manufacturers limit production growth while demand accelerates. TrendForce reports that major suppliers are holding back expansion in 2H 2025, even as AI infrastructure and hyperscale data centers drive rapid consumption. Analysts expect this imbalance to continue into 2026. Multiple forecasts point to double-digit NAND price increases in Q1 2026, with SSD pricing likely to follow. Industry leaders, including Phison CEO Pua Khein-Seng, caution that supply pressure could remain elevated for several years. For federal procurement programs, these trends may influence cost projections, lead times, and component availability for storage-reliant systems. Over the last two years, major NAND producers implemented deep production cuts to counter oversupply and falling prices. Rising Prices: Analysts expect double-digit NAND and SSD price increases beginning in early 2026. Longer Lead Times: Specialty and enterprise-grade SSDs may face extended delivery windows. Plan Ahead: Early forecasting and proactive procurement can help mitigate supply and pricing pressures. Kelvin Quezada is a Product Marketing Manager at Cigent, where he leads strategy, positioning, and go-to-market efforts for the company’s Data-at-Rest protection solutions. Reduced Output: NAND makers maintain controlled production levels, keeping supply tight into 2026.