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    NEWS TAGGED NAND
    Monday 5 January 2026
    Memory price surge drives profit windfall across sector
    Memory demand remains elevated, with supply shortages driving prices sharply higher and triggering a broad profit surge across the sector. Memory module makers Adata and Team Group...
    Friday 2 January 2026
    Memory shortages to persist through 2026 as AI server demand surges

    Global memory markets are expected to remain tight through 2026 as aggressive spending by cloud service providers (CSPs) on AI infrastructure...

    Friday 2 January 2026
    SanDisk, Micron vie for PSMC's Tongluo fab capacity
    Market rumors and formal statements indicate two major memory companies, SanDisk and Micron, have approached PSMC about capacity cooperation at PSMC's new 12-inch fab in Tongluo, Taiwan...
    Wednesday 31 December 2025
    YMTC goes full speed toward HBF next
    Amid rising US-China tech tensions and tight semiconductor supply chains, YMTC disclosed advances in 3D NAND flash memory and plans to develop high bandwidth flash (HBF) technology...
    Wednesday 31 December 2025
    YMTC pushes for equipment localization despite elusive profitability
    As China's leading 3D NAND maker, Yangtze Memory Technologies (YMTC) has recently been regarded as the most aggressive company in promoting the adoption of domestic equipment. Its...
    Tuesday 30 December 2025
    DDR4 spot prices surge 18-fold in a year; December demand cools but impact limited
    Memory chip spot prices have witnessed unprecedented increases over the past year, driven by continuing shortages and supply chain adjustments. DDR4 16Gb modules have surged 18 times...
    Friday 12 December 2025
    Huawei and YMTC expand into South Korea’s consumer SSD market following Micron’s exit

    Huawei is moving to capitalize on a tightening consumer solid-state drive (SSD) market in South Korea, introducing new products this month as established...

    Friday 12 December 2025
    Phison sets 3 supply strategies amid NAND shortage and wafer price surge
    Cloud giants' aggressive procurement of high-capacity enterprise SSDs has triggered a structural shortage and price surge in the NAND Flash market. In China, spot prices for 512Gb...
    Tuesday 9 December 2025
    Google and Microsoft prioritize speed over cost as CSPs scramble for memory
    A major memory shortage is hitting the industry as the supply-demand gap widens. Some upstream memory manufacturers are prioritizing server shipments, while other companies have been...
    Tuesday 9 December 2025
    SK Hynix adopts hybrid bonding for 300-layer NAND to challenge Samsung
    South Korean memory giant SK Hynix is fast-tracking the development of its next-generation 300-layer V10 NAND flash memory, according to reports in Korean media outlets Hankyung...
    Thursday 4 December 2025
    Micron to exit consumer business as AI reshapes global memory demand
    Micron Technology has announced plans to exit its consumer business, marking one of its most significant strategic shifts in years as the company prioritizes advanced memory chips...
    Wednesday 3 December 2025
    Memory spot prices surged as Samsung's RDIMM limitedly ease supply in late 4Q25
    Global memory capacity remained tight with strong demand pushing DRAM and NAND flash spot prices sharply higher in November. Samsung Electronics planned to moderately release RDIMM...
    Monday 1 December 2025
    December memory prices surge as the real crunch lies ahead
    Global memory supply has tightened so abruptly that December contract prices for major DRAM and NAND products have surged as much as 80 to 100 percent, according to Team Group General...
    Friday 28 November 2025
    DRAM and NAND spike 100%+: triggering 2025's toughest pricing crisis for electronics makers
    A global surge in memory prices is disrupting the electronics supply chain, creating what manufacturers describe as 2025's toughest pricing season. DRAM and NAND costs are rising at...
    Tuesday 25 November 2025
    Innodisk says flash price surge accelerates in 4Q25
    As the global memory shortage intensifies, Innodisk chairman Randy Chien stated that the trend for 2026 will be simultaneous shortages in DRAM and NAND Flash, while edge AI applications...
    2/12 pages
    NTN special report
    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook