Enterprise SSDs Consume 48% of Global NAND in Q2 2026; Samsung Leads with 25%

Enterprise SSDs now consume nearly half of the global NAND flash supply. In the second quarter of 2026, these products accounted for 48% of worldwide NAND flash shipments, nearly double the 26% recorded in 2025. Demand is driven primarily by AI data centers and hyperscale computing facilities, which use them to cache massive datasets for AI inference workloads. As AI workloads shift from model training to inference tasks, chip manufacturers are directing most of their production capacity toward major technology companies and AI startups.

In terms of market share, Samsung ranked first with 25%, followed by SK Hynix at 22%. SK Hynix subsidiary Solidigm saw shipments grow 40% year over year, boosting its enterprise NAND business. YMTC's shipments grew 22%, giving it a 14% share, with production based on 267-layer 3D NAND chips using Xtacking technology. Despite ranking third in shipments, YMTC placed fifth in revenue, trailing Micron and Kioxia. YMTC currently produces a mix of consumer and enterprise solid-state products. Kioxia also held a 14% share, while Micron and SanDisk accounted for 13% and 11%, respectively.