Counterpoint Research
Counterpoint Research business and news from across the web.
NAND flash makers earned a record $46 billion in revenues over the first quarter of 2026, a shocking 3.5 times more than…NAND flash makers achieved record revenues of $46 billion in Q1 2026, driven primarily by the demand for enterprise-grade SSDs in AI data centers. This surge in demand has led to significantly higher prices for gaming SSDs and other storage devices, with projections indicating continued price increases due to limited production capacity.
Global PC sales forecast to dip by 5% in 2026 due to spiralling memory pricesCounterpoint Research forecasts a 5% contraction in global PC shipments for 2026, primarily due to spiraling memory prices impacting mainstream sales. While major brands like Dell, HP, and Lenovo are expected to see milder declines, Apple is predicted to increase sales due to its new MacBook Neo. The gaming PC market is considered more resilient to these price increases.
'There is no scenario where memory prices correct in the second half' of 2027, according to new market…Market research firm Counterpoint Research indicates that memory prices are unlikely to see a correction until the second half of 2027 due to an ongoing supply crisis. Prices for DDR5 DRAM modules, LPDDR5X, and DDR4 have significantly increased, with NAND product pricing also spiking. Analysts suggest that consumer pricing improvements will not be seen until late 2027, as suppliers prioritize commodity memory production over custom AI chips.