AI inference drives enterprise SSDs to 48% of global NAND shipments in Q2 2026, doubling from 26% year prior; YMTC climbs to third place with 14% share as Samsung leads at 25%.

Server-Led eSSDs Hit 48% of NAND Shipments; YMTC Enters Global Top Three

AI inference workloads drove enterprise SSDs to 48% of global NAND shipments in Q2 2026, nearly double the 26% share a year earlier.Samsung led shipments with 25%, down from 32% in Q2 2024 as it prioritized high-margin DRAM.SK hynix held second at 22% on a 40% QoQ jump in Solidigm bit shipments.YMTC entered the global Top 3 with a 14% shipment share, edging out Kioxia, though scale has yet to convert into revenue.Seoul, Beijing, Berlin, Buenos Aires, Fort Collins, Hong Kong, London, New Delhi, T...