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NAND Flash · Oct 13, 2026

Enterprise SSD demand could lift NAND earnings at Samsung and SK hynix

DigiTimes expects stronger enterprise-drive demand to support NAND profitability at two major suppliers in 2026, adding a storage-led tailwind alongside HBM.

Price impact: 2Direction: upSource: DigiTimes Daily

The report says rising enterprise SSD demand is driving higher NAND prices and could improve 2026 profitability for Samsung Electronics and SK hynix. That would broaden the companies' memory earnings drivers beyond high-bandwidth memory. The source provides no shipment, pricing or earnings figures, so the outlook is directional rather than a quantified forecast.

Samsung ElectronicsSK hynixNAND FlashSSDHBM
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