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.

應版權方要求，你需要登入查看該內容

登入 / 註冊

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","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":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","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/hant/news/2660457848"},"companyName":"老虎證券"},"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_TW&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-08-18 14:54","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2660457848","market":"other","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: 12.5px; color: #7E829C; margin: 0;}\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<h4 class=\"meta\">\n<div class=\"head\" \">\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 smaller\">2026-08-18 14:54</p>\n</div>\n</div>\n</h4>\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</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AGIX","symbol_name":"通用人工智能 ETF-AGIX","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":{"AGIX":"通用人工智能 ETF-AGIX","DRMP":"Tuttle Capital Memory Stack Income Blast ETF","ARTY":"ISHARES FUTURE AI & TECH ETF","VTHR":"Vanguard Russell 3000 ETF","DRMY":"XFUNDS Memory Income ETF","MUU":"2倍做多MU ETF-Direxion","DRAL":"2倍做多DRAM ETF-Defiance","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","DRAM":"Roundhill Memory ETF","MUYY":"GraniteShares YieldBOOSTMU ETF","MUD":"1倍做空MU ETF-Direxion","RAMZ":"T-REX 2X INVERSE DRAM DAILY TARGET ETF","MUZ":"2倍做空MU ETF-Defiance","DISK":"Tema Memory ETF","RAM":"2倍做多DRAM ETF-T-REX","QTOC":"Innovator Growth Accelerated Plus ETF - October","BK4588":"碎股","MULL":"2倍做多MU ETF-GraniteShares","MIC":"2倍做多MU ETF-Corgi","AIPO":"Defiance AI and Power Infrastructure 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":null,"symbols_score_info":{"AIPO":1.5,"DISK":1.5,"MUD":1.5,"RAM":0.6,"CHAT":1.5,"DRMY":1.5,"DRAL":0.6,"AGIX":1.5,"DRAM":1.5,"MULL":1.5,"VTHR":1.5,"QTOC":1.5,"DRMP":1.5,"MUZ":0.6,"RAMZ":0.6,"MUU":0.6,"MUYY":0.6,"MIC":0.6,"ARTY":1.5},"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"}}}