New Report Shows That, on Average, 83.7% QoQ Revenue Increase by Major NAND Suppliers, with Samsung Leading the Pack at over 104%

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By Peter Brosdahl

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Image: Micron

Consumers might not be feeling good about the current market, but the leading NAND Flash suppliers are rolling in profits thanks to the chip shortage. A new report from Trendforce (via TechPowerUp) shows the top five NAND Flash suppliers raking it in with an average QoQ revenue increase of 83.7% and Samsung leading the pack at 104.7%. Thanks to the demand for NAND/DRAM by datacenters, the need for memory has far exceeded what can be produced, thus driving prices to astronomical levels. Flash memory suppliers such as Samsung, SK Hynix, Micron, Kioxia, and SanDisk are among those who have seen order growth in the enterprise sectors in 1Q26.

  1. Samsung: At the top of the NAND supplier mountain is Samsung, which reported over $13 billion in revenue, which is a 104.7% increase over the previous quarter, and managed to expand its market share by just over 31%.
  2. SK Hynix: While not showing as nearly an impressive gain, SK Hynix reported over $7.5 billion in revenue, which translated to an over 44.6% QoQ drive in revenue and increased its market share by nearly 18%.
  3. Kioxia: At a glance, its roughly $6 billion QoQ increase might seem trivial compared to the top two, but it represented an 80% increase for the company whose market share was maintained.
  4. Micron + SanDisk: Also at around $6 billion in revenue increases, Micron saw a 96.7% gain from the previous quarter, where it and Sandisk are head-to-head for fourth place. SanDisk, in one way, could actually be at the top of this list when considering it experienced a more than 200% QoQ growth in the datacenter sectors. It also reported around $6 billion in revenue gains, which translated to an overall 96.7% growth and a market share of about 14%.

Clearly, the suppliers have found their pot of gold at the end of the AI rainbow, even if it means the consumer market is being strangled by the rising costs of components. Manufacturing is reportedly already at max capacity for the year, which means prices are not expected to come down anytime soon. From motherboard and CPU sales to a lack of new consumer GPU products and even basic upgrades such as memory and storage, there’s virtually no relief in sight for consumers while suppliers focus their products on datacenters for sure bet profits.

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Peter Brosdahl
As a child of the 70’s I was part of the many who became enthralled by the video arcade invasion of the 1980’s. Saving money from various odd jobs I purchased my first computer from a friend of my dad, a used Atari 400, around 1982. Eventually it would end up being a lifelong passion of upgrading and modifying equipment that, of course, led into a career in IT support.

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