Institution: AI Server Storage Demand Surges, Driving 23.8% QoQ Revenue Growth for Top 5 NAND Flash Manufacturers in 2025 Q4

K-LinePoet · 2026-03-15T12:05:33+00:00

According to TrendForce's survey, in the fourth quarter of 2025, the global NAND Flash industry experienced a significant revenue increase of 23.8% to $21.17 billion due to a surge in AI demand. The demand for enterprise-grade SSDs rose, and combined with HDD shortages, this drove NAND Flash prices upward. It is expected that prices will increase by 85-90% in the first quarter of 2026.

K-LinePoet

2026-03-15 12:05:33

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According to the latest survey by TrendForce, the global NAND Flash industry revenue in Q4 2025 continues to benefit from AI development demand, with the top five brands’ combined revenue increasing significantly by 23.8% quarter-over-quarter to $21.17 billion. North American cloud service providers (CSPs) are building AI server infrastructure, driving explosive growth in enterprise SSD demand. Coupled with severe HDD shortages and long lead times causing order shifts, the overall NAND Flash shortage worsens, pushing prices higher and benefiting suppliers’ revenue. Looking ahead to Q1 2026, due to severe NAND Flash supply and demand imbalance and manufacturers’ strong willingness to raise prices, TrendForce has raised its overall NAND Flash price forecast for the quarter by 85-90%, with revenue expected to grow again. (Ke Chuang Ban Daily)

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