The CFM flash memory market recently released the 2026 storage market outlook report. According to the report, it is expected that in the 2026 quarter, there will still be a large supply gap for server eSDs and DDR5 RDIMMs. DDR5 RDIMMs are expected to rise sharply by more than 40%, and eSDs are expected to rise 20% to 30%. The CFM flash memory market believes that server storage applications will experience two biggest application changes in 2026. One is that QLC NAND will account for 20% of the demand for server NAND, the original QLC NAND supply will shift from the consumer market to the server market. Second, demand for RDIMM and LPDDR5X for servers with 128 GB and up to DDR5 will enter rapid growth, and LPDDR5X will become an important new DRAM application for servers after HBM.

The CFM flash memory market recently released the 2026 storage market outlook report. According to the report, it is expected that in the 2026 quarter, there will still be a large supply gap for server eSDs and DDR5 RDIMMs. DDR5 RDIMMs are expected to rise sharply by more than 40%, and eSDs are expected to rise 20% to 30%. The CFM flash memory market believes that server storage applications will experience two biggest application changes in 2026. One is that QLC NAND will account for 20% of the demand for server NAND, the original QLC NAND supply will shift from the consumer market to the server market. Second, demand for RDIMM and LPDDR5X for servers with 128 GB and up to DDR5 will enter rapid growth, and LPDDR5X will become an important new DRAM application for servers after HBM.