The explosion of agentic AI services has driven server demand, pushing memory prices and revenues to a peak. Subsequently, end-user consumer electronics were suppressed by high costs, plunging the market into oversupply and price adjustments. As humanoid robots and autonomous driving become widespread, edge storage is unlocking a new wave of prosperity while accelerating Chinese manufacturers' expansion in domestic substitution and global strategy.

Key Highlights

• Three-Phase Market Evolution: Initially driven by the boom in agentic AI, server procurement rushes pushed prices and revenue to record highs. In the mid-term, consumer demand was suppressed by high prices and inventory digestion, leading to oversupply. In the later stage, emerging edge applications triggered a new wave of supply shortages and market prosperity.
• Product Structure Shift: Enterprise storage surpassed smartphones as the world's largest demand source. High-performance storage designed specifically for AI grew rapidly due to its long endurance and superior performance.
• Chinese Market & Localization: High costs and supply tightness forced local cloud and server operators to accelerate domestic substitution, boosting the market share of local supply chain leaders.
• Strategic Expansion & New Engines: Domestic memory brands actively expanded overseas to capture international consumer electronics markets, while shifting their growth focus to high-reliability edge storage domains such as autonomous driving and humanoid robotics.

Table of Contents

1. 2026-2030 Global NAND Flash Market Analysis
   • Scale of Global NAND Flash Market
2. 2026-2030 Trends in NAND Flash Product Sales
   • Scale of Global NAND Flash Market by Application Segment
3. 2026-2030 Chinese NAND Flash Market Analysis
4. China’s Dominance in Self-Driving Cars and Humanoid Robots for 2030
   • Scale of China's NAND Flash Market
5. Resurgence of Turmoil for Global NAND Market: Strategic Expansions of Local Chinese Suppliers

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