In Q2 2026, server-led eSSDs reached 48% of NAND flash shipments as AI workloads shifted from training to inference, driving 5x YoY industry revenue growth (Counterpoint Research)
Enterprise SSDs nearly doubled their share of NAND shipments in a year.
Counterpoint says eSSDs made up 48% of global NAND flash shipments in Q2 2026, up from 26% a year earlier. The firm ties the shift to AI workloads moving from training toward inference. It also says industry revenue grew 5x year over year. Samsung led NAND shipments at 25%, followed by SK Hynix at 22% and YMTC at 14%. Techmeme's note
Counterpoint says eSSDs made up 48% of global NAND flash shipments in Q2 2026, up from 26% a year earlier. The firm ties the shift to AI workloads moving from training toward inference. It also says industry revenue grew 5x year over year. Samsung led NAND shipments at 25%, followed by SK Hynix at 22% and YMTC at 14%. Techmeme's note
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