NAND market surges 70% in Q2 2026 on higher prices

Samsung Leads NAND Market as Prices Climb 55% in a Single Quarter

The latest NAND market share data from Counterpoint Research shows just how far prices have risen in 2026. The global NAND market grew 70% quarter-over-quarter in Q2, following 90% growth in Q1. This is driven almost entirely by rising prices rather than higher shipments. NAND contract prices climbed 55% QoQ in Q2 alone, which lines up with earlier TrendForce estimates pointing to a 70-75% jump over the same stretch. Samsung held onto the top sp…

Chinese Chipmaker CXMT Surges to 10% DRAM Share as Micron (MU) and SK Hynix Navigate Market Shifts

Key Highlights Chinese manufacturer CXMT achieved 10% DRAM market penetration in Q2 2026, doubling from 4% year-over-year Micron expanded DRAM market presence to 24% and NAND to 15% during Q2 2026 SK Hynix experienced DRAM market contraction from 29% to 25% in one quarter Micron’s entire high-bandwidth memory production secured through take-or-pay agreements until year-end 2026 Western Digital derives 89% of revenues from enterprise and cloud s…

NAND market surges 70% in Q2 2026 on higher prices

Market Share Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 Samsung 32% 32% 27% 29% 28% SK Hynix 20% 18% 22% 18% 19% Micron 13% 12% 13% 13% 15% Kioxia 14% 16% 15% 14% 14% SanDisk 12% 12% 13% 13% 11% YMTC 9% 10% 11% 13% 14% Market highlights: In the Q2 2026, […]