Server-Led eSSDs Hit 48% of NAND Shipments; YMTC Enters…
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Server-Led eSSDs Hit 48% of NAND Shipments; YMTC Enters Global Top Three
AI inference workloads drove enterprise SSDs to 48% of global NAND shipments in Q2 2026, nearly double the 26% share a year earlier.
Samsung led shipments with 25%, down from 32% in Q2 2024 as it prioritized high-margin DRAM.
SK hynix held second at 22% on a 40% QoQ jump in Solidigm bit shipments.
YMTC entered the global Top 3 with a 14% shipment share, edging out Kioxia, though scale has yet to convert into revenue.
#hardware #technology
AI inference workloads drove enterprise SSDs to 48% of global NAND shipments in Q2 2026, nearly double the 26% share a year earlier.
Samsung led shipments with 25%, down from 32% in Q2 2024 as it prioritized high-margin DRAM.
SK hynix held second at 22% on a 40% QoQ jump in Solidigm bit shipments.
YMTC entered the global Top 3 with a 14% shipment share, edging out Kioxia, though scale has yet to convert into revenue.
#hardware #technology
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