Counterpoint Research ·

In Q2 2026, server-led eSSDs reached 48% of NAND flash shipments as AI workloads shifted from training to inference, driving 5x YoY industry revenue growth

- AI inference workloads drove enterprise SSDs to 48% of global NAND shipments in Q2 2026, nearly double the 26% share a year earlier.

In Q2 2026, server-led eSSDs reached 48% of NAND flash shipments as AI workloads shifted from training to inference, driving 5x YoY industry revenue growth

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Counterpoint Research — In Q2 2026, server-led eSSDs reached 48% of NAND flash shipments as AI workloads shifted from training to inference, driving 5x YoY industry revenue growth ↗

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Aug 13Aug 14

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South China Morning Post: Counterpoint: China-based YMTC accounted for 14% of global NAND flash shipments in Q2, behind Samsung's 25% and SK Hynix's 22%, but ahead of Micron and Kioxia

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