CONNECT WITH US
NEWS TAGGED NAND
Friday 31 October 2025
Lam Research ramps up ultra-low temperature etching for next-generation 1,000-layer NAND
As demand for cloud and edge AI accelerates, high-capacity storage is becoming increasingly critical. Lam Research has announced stable mass production of its next-generation ultra-low...
Thursday 30 October 2025
MXIC chair vows comeback after ninth straight quarterly loss
Memory chipmaker MXIC reported a net loss of NT$862 million (US$28.1 million) in the third quarter of 2025, marking its ninth consecutive quarterly deficit. Chairman Miin Wu candidly...
Wednesday 29 October 2025
SK Hynix unveils new NAND line featuring HBF for AI
SK Hynix has launched a new NAND flash product family called "AIN Family," targeting the artificial intelligence (AI) market with a focus on overcoming storage bottlenecks in AI inference...
Wednesday 29 October 2025
SK Hynix's AI hot streak: record earnings, HBM4 next
SK Hynix achieved its strongest quarterly results on record in the third quarter of 2025, driven by surging demand for AI-related memory and higher DRAM and NAND prices. The company...
Wednesday 29 October 2025
SK hynix Announces 3Q25 Financial Results

SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has recorded 24.4489 trillion won in revenues, 11.3834 trillion won in operating profit (with...

Tuesday 28 October 2025
China's CXMT, YMTC power into AI memory super cycle
The global memory market is entering a "super cycle" driven by the booming adoption of AI, data center upgrades, and growing demand for high-performance computing (HPC). With inventories...
Monday 27 October 2025
SK hynix Presents Next Generation NAND Storage Product Strategy at OCP 2025
SK hynix Inc. announced today that it presented its next-generation NAND storage product strategy at the '2025 OCP (Open Compute Project) Global Summit', held in San Jose, California,...
Friday 24 October 2025
Samsung CTO: Cross-disciplinary collaboration key to semiconductor innovation
Silicon transistors are approaching their physical limits, and AI is increasing demand for higher density, performance, and energy efficiency. Advanced packaging and bonding technologies...
Thursday 23 October 2025
Global top-3 memory maker status, 3Q25

Introduction

Thursday 23 October 2025
China's YMTC aims for fully local chip production, but can it deliver?
China's memory chipmaker YMTC has unveiled plans for its Phase III fab with a registered capital of CNY20.72 billion (approx. US$2.91 billion). Market sources say the project targets...
Monday 20 October 2025
Micron exits China data center market amid policy restrictions
Micron Technology plans to stop supplying server chips to data centers in China but will continue selling chips to customers in the country's automotive and smartphone sectors, according...
Friday 17 October 2025
Memory chip prices signal onset of a new supercycle
Samsung Electronics' preliminary results for the third quarter of 2025 have reignited optimism across the global memory market. The results, together with strong performances anticipated...
Tuesday 14 October 2025
Historic memory shortages across DRAM, NAND, SSD, HDD, says Adata chairman
As the memory industry rides the AI boom, cloud service providers (CSPs) are placing orders that upstream memory foundries were unprepared for. Adata's chairman, Simon Chen, confirmed...
Monday 13 October 2025
Phison Electronics posts strong September profits as NAND supply-demand imbalance emerges
Leading NAND controller firm Phison Electronics reported NT$6.515 billion (approx. US$213 million) in consolidated revenue for September 2025, marking a nearly 10% month-over-month...
Thursday 9 October 2025
AI arms race fuels memory chip demand, DRAM bull market begins
Niche and standard DRAM prices are rising sharply; ADATA, Apacer, Elite Semiconductor Microelectronics Technology (ESMT), and several other companies all posted record highs in revenue...