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2Q25 Revenue Ranking among NAND Flash Suppliers

Last Modified

2025-08-25

Update Frequency

Quarterly

Format

PDF

In 2Q25, China's subsidies and US tariff stocking drove NAND Flash shipments and revenue. Growth will moderate in 3Q25 as demand normalizes.

Key Highlights

In 2Q25, NAND Flash shipments and revenue grew, driven by China’s subsidy policy and US pre-tariff stocking; major suppliers outperformed expectations.
Samsung and SK Group benefited from enterprise SSD and AI server demand, boosting revenue and share.
Micron and Kioxia saw lower growth; SanDisk remained focused on consumer products and lags in enterprise SSD.
Outlook for 3Q25: As China/US policy effects fade, demand stabilizes and price upside is limited; revenue growth momentum slows.
Suppliers focus on high-end SSDs and new technologies to address future market challenges.

Table of Contents

2Q25 NAND Flash Market Analysis Finds That China’s Subsidy Program and Early Stocking Activities Related to US Tariffs Led to a Rebound in Overall Revenue
Outlook for 3Q25: NAND Flash Industry’s Revenue Is Projected to Increase by Around 15% QoQ as Demand Stabilizes and Price Hikes Become More Limited
- 2Q25 Revenue Ranking among NAND Flash Suppliers

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2Q25 Revenue Ranking among NAND Flash Suppliers

Category: NAND Flash

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