NAND Revenue Hits Record $46 Billion as AI Demand Puts Pressure on PC Shipments
NAND revenue reached a record $46 billion in the first quarter of 2026 as AI data centers continued to absorb more storage supply. The surge shows how strongly enterprise demand is now shaping the memory market, while the traditional PC industry is facing weaker shipments and higher component prices. According to Counterpoint Research, global NAND revenue increased 3.5 times year over year in Q1