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PC Gamer

Nick Evanson

NAND flash makers earned a record $46 billion in revenues over the first quarter of 2026, a shocking 3.5 times more than last year

A Samsung 9100 Pro SSD in both 2 TB and 4 TB sizes.

You only have to take a mere glance at the lowest prices around for gaming SSDs to realise that someone is making a small fortune during the RAMpocalypse. It is, of course, the companies that make the NAND flash memory chips, and the latest research suggests that, altogether, they accrued $46 billion in Q1 2026 revenues, more than three times what they did this time last year.

That's according to the latest report on the NAND flash industry's finances by Counterpoint Research, and given what we all know about the RAMpocalypse, the figures are entirely unsurprising, as is the reason for all that money pouring in. Yes, that's right: it's the demand for enterprise-grade SSDs to go in AI data centers.

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