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Samsung, SK hynix Hold Top NAND Spots as AI Demand Sends Memory Market Soaring
SEOUL — Samsung Electronics and SK hynix remained the two biggest players in the global NAND flash memory market in the second quarter of 2026, but a rapidly strengthening Chinese competitor is adding a new layer of pressure to the industry. According to Counterpoint Research, global NAND market revenue jumped 70% quarter-on-quarter in Q2 2026, following a 90% increase in Q1. The latest surge was fueled largely by a sharp increase in NAND prices, with average prices rising 55% from the previous
