Narrative: NAND Market Report Q4 2025

Q4 NAND Report: Revenue rebounds as AI datacenter demand drives QLC & 3D NAND shaping next-gen compute strategies.

The Q4 2025 NAND Market Report delivers a comprehensive outlook on NAND flash trends, highlighting the rebound in revenue and shipments, the accelerating impact of AI datacenter demand, and the evolving role of QLC and high-layer 3D NAND. It explores supplier strategies, wafer production shifts, and emerging edge AI and smartphone storage requirements. With insights into technology migration, geographic fab dynamics, and SSD density trends, this report offers a data-rich view of how NAND is transforming from commodity memory into a strategic enabler of next-generation compute.