Q1 saw NAND revenues rise by 28.1% to $14.71 billion, says TrendForce.

Micron overtook Western Digital to claim the fourth spot with 51.2% QoQ revenue growth to $1.72 billion.
Samsung remained No.1 with a 28.6% QoQ revenue jump to $5.40 billion. It expects 20% growth in Q2.
NAND revenues rising; Q2 prices to grow 10%
Hynix saw a 31.9% QoQ increase in revenue to $3.27 billion in Q1, and also expects a 20% growth in Q2.
Kioxia had a 26.3% QoQ rise in revenue to $1.82 billion and expects to grow Q2 revenue by approximately 20%.
Western Digital had a 2.4% QoQ revenue increase, reaching $1.71 billion and expects Q2 revenue to remain flat.
The surge in large enterprise SSD orders continues to drive up the ASP of NAND Flash by 15%. TrendForce forecasts Q2 NAND revenue to increase by nearly 10% QoQ.
Stay up to date with the latest in industry offers by subscribing us. Our newsletter is your key to receiving expert tips.
2026 has entered its second half.Looking back at the first half of the year, the global semiconductor industry continued to evolve under the strong momentum of AI demand. The rapid expansion of AI ser
SEMI's latest forecast projects that global semiconductor manufacturing equipment sales will reach a record US$165.9 billion in 2026, representing a 23.2% year-over-year increase. Driven by sustai
According to supply chain sources, memory contract prices are expected to increase significantly over the coming quarters, with gains likely to exceed previous market expectations.Reports indicate tha