TrendForce Consulting: Strong Demand for AI Server Purchases in Q2 2026, Top Five NAND Flash Manufacturers' Combined Revenue Increases by 77% Quarter-over-Quarter.

According to the latest NAND Flash industry research by TrendForce, as reported by Zhitong Caijing APP, the procurement strength of AI servers will remain strong in the second quarter of 2026, particularly driven by robust demand for Enterprise SSDs. This has resulted in a supply-demand imbalance in the overall NAND Flash market, allowing manufacturers to significantly increase the average selling price (ASP) of their products through pricing negotiations. Consequently, among the NAND Flash brands available in the market, the top five manufacturers collectively achieved a 77% quarter-over-quarter revenue increase, reaching $68.87 billion.