AI Server Demand to Keep Driving NAND Flash Growth in 3Q

Dow Jones

08/18

0654 GMT - Demand from artificial-intelligence servers is expected to continue to support NAND flash market growth in the third quarter, even as smartphone and PC demand remains weak, according to research firm TrendForce. Strong purchases of storage devices for AI data centers kept the NAND flash market undersupplied in 2Q, allowing suppliers to raise prices, TrendForce says. Combined revenue for the world's top five NAND flash brands jumped 77% from the previous quarter to $68.87 billion. Samsung Electronics remained the largest supplier by revenue, followed by SK Hynix and Micron Technology. TrendForce expects limited new production capacity and sustained AI-related demand to support further price increases and industry growth in 3Q.

应版权方要求，你需要登录查看该内容

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.itiger.com/hans/news/2660457848"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2660457848\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2660457848?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-08-18 14:54","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2660457848","market":"fut","top_or_hot":-1,"title":"AI Server Demand to Keep Driving NAND Flash Growth in 3Q","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>0654 GMT - Demand from artificial-intelligence servers is expected to continue to support NAND flash market growth in the third quarter, even as smartphone and PC demand remains weak, according to research firm TrendForce. Strong purchases of storage devices for AI data centers kept the NAND flash market undersupplied in 2Q, allowing suppliers to raise prices, TrendForce says. Combined revenue for the world's top five NAND flash brands jumped 77% from the previous quarter to $68.87 billion. <a href=\"https://laohu8.com/S/SSNGY\">Samsung Electronics</a> remained the largest supplier by revenue, followed by <a href=\"https://laohu8.com/S/HXSCL\">SK Hynix</a> and Micron Technology. TrendForce expects limited new production capacity and sustained AI-related demand to support further price increases and industry growth in 3Q.</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI Server Demand to Keep Driving NAND Flash Growth in 3Q</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI Server Demand to Keep Driving NAND Flash Growth in 3Q\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-08-18 14:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>0654 GMT - Demand from artificial-intelligence servers is expected to continue to support NAND flash market growth in the third quarter, even as smartphone and PC demand remains weak, according to research firm TrendForce. Strong purchases of storage devices for AI data centers kept the NAND flash market undersupplied in 2Q, allowing suppliers to raise prices, TrendForce says. Combined revenue for the world's top five NAND flash brands jumped 77% from the previous quarter to $68.87 billion. <a href=\"https://laohu8.com/S/SSNGY\">Samsung Electronics</a> remained the largest supplier by revenue, followed by <a href=\"https://laohu8.com/S/HXSCL\">SK Hynix</a> and Micron Technology. TrendForce expects limited new production capacity and sustained AI-related demand to support further price increases and industry growth in 3Q.</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"MIC","symbol_name":"2倍做多MU ETF-Corgi","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2660457848","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2660457848","pubTimestamp":1787036040,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0654 GMT - Demand from artificial-intelligence servers is expected to continue to support NAND flash market growth in the third quarter, even as smartphone and PC demand remains weak, according to research firm TrendForce. Strong purchases of storage devices for AI data centers kept the NAND flash market undersupplied in 2Q, allowing suppliers to raise prices, TrendForce says. Combined revenue for the world's top five NAND flash brands jumped 77% from the previous quarter to $68.87 billion. Samsung Electronics remained the largest supplier by revenue, followed by SK Hynix and Micron Technology. TrendForce expects limited new production capacity and sustained AI-related demand to support further price increases and industry growth in 3Q.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"MIC":"2倍做多MU ETF-Corgi","MUZ":"2倍做空MU ETF-Defiance","AIPO":"Defiance AI and Power Infrastructure ETF","MUD":"1倍做空MU ETF-Direxion","MUYY":"GraniteShares YieldBOOSTMU ETF","AGIX":"通用人工智能 ETF-AGIX","MUU":"2倍做多MU ETF-Direxion","VTHR":"Vanguard Russell 3000 ETF","ARTY":"ISHARES FUTURE AI & TECH ETF","QTOC":"Innovator Growth Accelerated Plus ETF - October","DRMP":"Tuttle Capital Memory Stack Income Blast ETF","RAM":"2倍做多DRAM ETF-T-REX","BK4588":"碎股","DRMY":"XFUNDS Memory Income ETF","DRAL":"2倍做多DRAM ETF-Defiance","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","RAMZ":"T-REX 2X INVERSE DRAM DAILY TARGET ETF","DRAM":"Roundhill Memory ETF","MULL":"2倍做多MU ETF-GraniteShares","DISK":"Tema Memory ETF"},"translate_title":"第三季度人工智能服务器需求将继续推动 NAND Flash 增长","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/7acfac51ba7692d5d28d0c95bab563a0","symbols_score_info":{"DRMP":1.5,"MUU":0.6,"VTHR":1.5,"DRAM":1.5,"DISK":1.5,"CHAT":1.5,"AGIX":1.5,"MUD":1.5,"ARTY":1.5,"MUZ":0.6,"AIPO":1.5,"RAM":0.6,"DRMY":1.5,"MIC":0.6,"DRAL":0.6,"MULL":1.5,"QTOC":1.5,"MUYY":0.6,"RAMZ":0.6},"content_text":"0654 GMT - Demand from artificial-intelligence servers is expected to continue to support NAND flash market growth in the third quarter, even as smartphone and PC demand remains weak, according to research firm TrendForce. Strong purchases of storage devices for AI data centers kept the NAND flash market undersupplied in 2Q, allowing suppliers to raise prices, TrendForce says. Combined revenue for the world's top five NAND flash brands jumped 77% from the previous quarter to $68.87 billion. Samsung Electronics remained the largest supplier by revenue, followed by SK Hynix and Micron Technology. TrendForce expects limited new production capacity and sustained AI-related demand to support further price increases and industry growth in 3Q.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}