The AI surge has not only led to a global supply problem, but it's also driving record revenue in the NAND segment; however, the PC market has taken a big hit. NAND Suppliers Earn Record Revenue In Q1 2026 With China's CXMT Climbing Up To 13% of the Global Share The latest market report shared by Counterpoint Research shows us the extent of the global NAND demand. As of Q1 2026, the NAND market has seen a massive 3.5x surge in global revenue, driving the tally up to 46 billion US dollars. The strong demand is driven primarily by Agentic […]

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