Analysts grow more optimistic about AI-driven NAND demand

Statements (2)

1. ▲ Bullish

   Rosenblatt analyst says AI demand is turning NAND from a commodity into a critical component

   marketwatch.comSep 22, 2026 15:48 UTC
2. ▲ Bullish

   AI server demand is expected to continue driving NAND Flash growth in the third quarter

   barrons.comAug 18, 2026 09:37 UTC