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According to information from IT House on 3 June, the MarketPoint Research, a market investigator, released today, 3 June, a paper reporting that, driven by the growth in infrastructure demand in AI, the global NAND flash market establishment in the first quarter of 2026 had reached $46 billion, which was 3.5 times the same year, almost double the growth of the ring.

The agency noted that the global NAND flash surge largely responded to DRAM prices, with eSSD (enterprise-level solid hard drive) for servers as the main source of demand.

It indicated that eSSD accounted for 43 per cent of the total NAND market in the first quarter of 2026 and was expected to exceed 60 per cent by the end of the year.

With regard to the pattern of competition, Samsung continues to hold steady in number 1, taking 29 per cent of the market share. SK Hercules is behind and the statistical caliber includes Solidigm. The gap between the storage of the Zhang Man, Migwang, Shini and Yangtze is smaller, and competition for the third place is more intense.

The Yangtze storage is a prominent producer in the current round of growth. As a result of the price hikes caused by strong demand and supply shortages among local Chinese producers, their earnings grew by close to 445 per cent each year, and their market share rose from 8 per cent a year ago to 13 per cent this quarter, narrowing the gap with Moody and U.S. Light.

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