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AI inference workloads are now the largest driver of NAND flash demand, surpassing smartphone consumption for the first time as data-center storage requirements intensify.
Demand-side shift toward data-center NAND signals sustained capex on storage infrastructure as part of AI system build-out, with implications for fab capacity allocation and storage vendor strategies.
Trade pressSlicast · September 30, 2026 at 13:26 UTC · US · Source: finance.biggo.com
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