深潮TechFlow
深潮TechFlow|Jun 04, 2026 03:44
[Storage Market Q1 Revenue Hits Record High, SK Hynix and TSMC Deepen Cooperation] According to DeepTech TechFlow on June 4, citing Jin10 Data, institutional data shows that AI demand has driven explosive growth in the global NAND storage market, with Q1 2026 revenue reaching a historic high of $46 billion. Memory prices rose across the board in the first quarter, with quarterly growth rates for various products expected to hit record highs. The global semiconductor market size is projected to exceed $1.5 trillion. In terms of industry collaboration, SK Group and TSMC's chairmen have agreed to deepen cooperation in the fields of HBM and advanced packaging. SK Hynix showcased its 12-layer stacked 48GB HBM4E memory. Marvell unveiled the 102.4 Tbps switching chip Teralynx T100, claiming a 25% energy savings. Phison's Pan Jiancheng predicts that the storage shortage in 2027 will be even more severe than this year.
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