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NEWS TAGGED NAND
Tuesday 27 January 2026
Micron breaks ground on US$24 billion advanced NAND fab in Singapore
Micron has started construction on an advanced wafer fabrication facility at its existing NAND manufacturing complex in Singapore, marking a planned investment of approximately US$24...
Monday 26 January 2026
Samsung reportedly plans to more than double 1Q26 NAND flash prices
Samsung Electronics is reportedly set to raise NAND Flash prices by more than twofold in the first quarter of 2026, amid tightening supply and surging demand driven by the expansion...
Friday 23 January 2026
NAND shortages help Phison to enter US server supply chain
Severe NAND flash shortages driven by AI servers have emerged, but have become a growth opportunity for Phison Electronics. Company CEO K.S. Pua said that the shortage is enabling...
Thursday 22 January 2026
Kioxia warns of tight NAND supply through 2027

Kioxia, the world's third-largest manufacturer of NAND flash memory, has largely exhausted its production capacity for the current year...

Monday 19 January 2026
SSD controllers face five challenges as NAND shortage drives sky-high prices
NAND flash prices have increased dramatically. Supply and demand are unlikely to ease this year as AI technology giants and large cloud service providers (CSPs) aggressively purchase...
Saturday 17 January 2026
NAND makers hike prices up to 100%, squeezing low-end consumer drives
The large-scale deployment of artificial intelligence servers has driven a sharp increase in demand for mass storage, with market sources saying NAND flash contract prices for the...
Friday 16 January 2026
Samsung to lift DRAM output 5% in 2026 as supply tightness persists
Samsung Electronics is expected to increase DRAM production by about 5% this year, but the expansion is unlikely to ease the global supply shortage as demand continues to outpace available...
Friday 16 January 2026
Phison, Infinitix build enterprise AI infrastructure stack

Demand for high-performance compute and storage for AI training and inference continues to climb. Phison has partnered with AI infrastructure...

Wednesday 14 January 2026
SK Hynix reportedly trims consumer memory, shifts focus to servers

Surging demand for AI hardware is prompting memory makers to reassess their product portfolios as resources shift toward higher-margin...

Wednesday 14 January 2026
CXMT launches US$4bn bid to break DRAM market control
Surging artificial intelligence (AI) workloads have triggered a global shortage of HBM, tightening DRAM and NAND supply and pushing prices sharply higher. US PC maker HP is now evaluating...
Monday 12 January 2026
Samsung reclaims top spot in global DRAM market with record quarterly revenue
Samsung Electronics has reclaimed its position as the world's leading DRAM supplier in the fourth quarter of 2025, reporting record revenue of KRW27.7 trillion (US$19.2 billion) in...
Monday 12 January 2026
NOR flash contract prices surge, forecast for double-digit quarterly growth in 2026
As DRAM and NAND flash memory prices continue to climb, NOR flash saw relatively moderate price increases in the fourth quarter of 2025. However, driven by higher capacity demands...
Friday 9 January 2026
Exclusive: SanDisk seeks prepaid cash deals for long-term HAND supply
SanDisk is approaching customers with proposals for long-term NAND flash supply contracts that require 100% cash prepayment, according to supply chain sources. Industry participants...
Thursday 8 January 2026
AI storage chip crunch in 2026: DRAM, NAND prices surge up to 70%
The global storage chip market has entered an acute shortage phase, with AI demand now decisively outpacing supply and pushing prices toward record territory through 2026 and beyond...
Thursday 8 January 2026
Samsung Electronics posts sharp profit rebound in fourth quarter on AI-driven memory demand
Samsung Electronics reported a strong rebound in profitability in the fourth quarter of 2025, supported by rising memory chip prices and sustained global demand from AI data center...