heise+ | Flash in the AI Era: More Layers, More Bandwidth, Tight Market

By with∅ut-me 07.09.2026 at 15:36 Uhr Companies & Markets Trade & Consumption IT & Internet
TL;DR AI-generated Demand for flash memory in AI applications is driving the market. Enterprise SSDs accounted for 48 percent of NAND bits shipped in Q2 2026, a share that could exceed 50 percent by year-end. This is shifting production capacity away from end consumers towards cloud and AI operators.

Source: heise.de

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