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

Dow Jones

Aug 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.

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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":"MUD","symbol_name":"1倍做空MU ETF-Direxion","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":{"MUD":"1倍做空MU ETF-Direxion","DRAM":"Roundhill Memory ETF","MUZ":"2倍做空MU ETF-Defiance","DISK":"Tema Memory ETF","VTHR":"Vanguard Russell 3000 ETF","MIC":"2倍做多MU ETF-Corgi","MULL":"2倍做多MU ETF-GraniteShares","AIPO":"Defiance AI and Power Infrastructure ETF","AGIX":"通用人工智能 ETF-AGIX","BK4588":"碎股","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","DRMY":"XFUNDS Memory Income ETF","DRAL":"2倍做多DRAM ETF-Defiance","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","MUU":"2倍做多MU ETF-Direxion","RAMZ":"T-REX 2X INVERSE DRAM DAILY TARGET ETF","MUYY":"GraniteShares YieldBOOSTMU 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":{"AGIX":1.5,"MUD":1.5,"MUZ":0.6,"DRMY":1.5,"ARTY":1.5,"DISK":1.5,"MIC":0.6,"DRAL":0.6,"AIPO":1.5,"DRAM":1.5,"MULL":1.5,"MUYY":0.6,"RAM":0.6,"CHAT":1.5,"MUU":0.6,"DRMP":1.5,"QTOC":1.5,"RAMZ":0.6,"VTHR":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"}}}