On June 3, reports emerged indicating that propelled by the relentless expansion in demand for AI infrastructure, the global NAND flash storage market witnessed a remarkable revenue surge, hitting a record $46 billion in the first quarter of 2026. According to a report by Counterpoint Research, the market size in this quarter nearly doubled compared to the preceding quarter and ballooned to 3.5 times that of the same period last year on a year-on-year basis, displaying a pronounced upward trend in prices, echoing the previous DRAM market dynamics.
