1Q26 Global NAND Flash Market Size Reaches US$42.815 Billion, Up 81.8% QoQ

According to CFM's data, the global NAND Flash market size reached US$42.815 billion in 1Q26. Enterprise SSD demand doubled and continues to accelerate. Despite signs of weakness in consumer demand, the overall supply shortage remained unchanged, and the sharp QoQ increase in NAND ASP drove the global NAND Flash market size to grow 81.8% consecutively in the first quarter. By market share: Samsung 29.7% (1st), SK hynix 17.6% (2nd), Kioxia 14.9% (3rd), Sandisk 13.9% (4th), Micron 11.7% (5th).