$MU NAND flash revenue up 99.2% QoQ overtaking Kioxia👇🏽 Micron’s market share in NAND flash by revenue rose to 15.1% in the second quarter from 13.9% in the first quarter, according to Trendforce. That meant it overtook Japan’s Kioxia to take third place by revenue, behind Samsung Electronics and SK Hynix .  “Micron…benefited from a significant increase in ASPs [average selling prices], with NAND Flash revenue reaching $11.85 billion, up 99.2% QoQ—the highest growth rate among the top five brands,” Trendforce analysts wrote. -Barrons

Summary of : NAND Pricing Breakout Driven by eSSD ☕️ According to TrendForce, the leading third‑party memory research firm, NAND demand is tracking materially stronger than expected. 📈NAND demand tracking much stronger than expected — driven by eSSD as U.S. CSPs aggressively scale AI infrastructure • WE RAISING NAND blended price outlook meaningfully:
3Q26 / 4Q26 / 1Q27 QoQ: +21% / +17% / +15%
(vs prior +18% / +2% / 0%) • Inventory at U.S. hyperscalers expected to fall further by 4Q26 (from ~14 weeks in July vs ~15-week normal) • Supply remains disciplined: bit growth +15% / +21% / +20% YoY in 2025/26/27 • eSSD demand from U.S. hyperscalers has nearly doubled vs prior projections → demand growth outpacing supply near quarters • enterprise (especially AI-related eSSD) px/demand far outpacing consumer • AI is reshaping the memory hierarchy → new stack: DRAM → SCM → TLC/QLC NAND → HDD • Still bullish DRAM/HBM (SK Hynix, MU) and Now also constructive on NAND names (Samsung, SK Hynix, MU, SanDisk, Phison, etc) #Trendforce# #Memory# #DRAM# #NAND# #MU# #SKHY# #SNDK#

CXMT is preparing a NAND flash R&D production line at its new Beijing plant, potentially putting China’s top DRAM maker into direct competition with Samsung, SK Hynix, Micron $MU and domestic rival YMTC. CXMT has already discussed the plans with customers, including a startup looking to use its NAND chips in storage systems for AI and supercomputing. It is not yet clear when production will begin or whether CXMT will move from R&D and trial runs into large-scale commercial manufacturing. CXMT raised $8.6B in July in Asia’s largest IPO of 2026 and is also planning a second memory-chip plant in Beijing. Source: Reuters