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AI server dump drives a significant rise in the global storage market, with a Q2 sequential increase of more than 22%.
On August 14, Jinshi Data reported that under the boost of AI server dump, the demand for eSSD, DDR5RDIMM, and HBM has steadily increased, driving the quarterly pump of original NANDFlash and DRAMASP. According to CFM flash market data, the global NANDFlash market size in the second quarter of 2024 rose by 18.6% to 18.0 billion US dollars compared to the previous quarter, and the DRAM market size increased by 24.9% to 23.42 billion US dollars compared to the previous quarter. The global storage market size in the second quarter rose by 22.1% to 41.42 billion US dollars compared to the previous quarter, an increase of 108.7% year-on-year.