Server demand drives up enterprise-grade SSDs, accounting for 48% of NAND shipments; Yangtze Storage ranks among the top three in the world

Driven by AI inference workloads, enterprise SSDs accounted for 48% of global NAND shipments in the second quarter of 2026, nearly double from 26% in the same period last year. Samsung led the way with 25% of shipments, down from 32% in the second quarter of 2024, as it shifted focus to its high-margin DRAM business. SK Hynix ranked second with a 22% share, riding on a 40% sequential surge in Solidigm bit shipments. Yangtze Memory ranks among the top three in the world with a shipment share of 14%, slightly surpassing Kioxia, but its shipment scale has not yet been fully converted into corresponding revenue. Beijing - August 12, 2026 In the second quarter of 2026, as AI workloads gradually shifted from training to inference, enterprise-class SSDs accounted for 48% of total bit shipments, which also led to a supply shortage of consumer-grade products. The resulting supply squeeze drove industry revenue to a record high, up fivefold from the second quarter of 2025. According to Counterpoint Research’s latest memory and storage market tracking report for the second quarter of 2026, Samsung maintains the lead with a shipment share of 25%, SK [...] The post Server demand pushes up enterprise-class SSD accounting for 48% of NAND shipments; Yangtze Memory ranks among the top three in the world appeared first on Counterpoint.