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NEWS TAGGED NAND
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...
Wednesday 8 October 2025
Samsung joins HBF development race, leveraging NAND dominance to reshape market
Samsung Electronics, the leader in NAND flash, has reportedly entered the high-bandwidth flash (HBF) memory market, signaling a potential shift in the competitive landscape of next-generation...
Wednesday 8 October 2025
YMTC eyes HBM market entry to disrupt top three
Chinese NAND Flash giant Yangtze Memory Technologies Corp. (YMTC) is preparing to enter the high-bandwidth memory (HBM) market and is anticipating a technological breakthrough. As...
Sunday 5 October 2025
Kioxia and Nvidia develop SSDs 100x faster for next-gen servers
Kioxia, Japan's leading memory chip maker, is partnering with Nvidia to develop a revolutionary solid-state drive (SSD) nearly 100 times faster than conventional models. The new drive,...
Wednesday 1 October 2025
Memory chip prices surge as suppliers hold back inventory; DRAM and NAND expected to rise post-China holiday
Memory chip prices surged across all categories in September after a weak August, with some products jumping more than 40% in a broad-based rally.
Wednesday 1 October 2025
Kioxia and SanDisk launch new Japan facility amid rising AI demand for advanced memory chips
Kioxia and its long-time partner SanDisk announced on September 30 that their new chip factory in northern Japan has officially begun operations, a strategic move to meet the surging...
Wednesday 1 October 2025
US sanctions push YMTC's NAND share below 5% in 2Q25
US sanctions are taking a toll on one of China's top chipmakers, Yangtze Memory Technologies (YMTC), as its share of the global NAND flash memory market has slipped below 5%.
Friday 26 September 2025
YMTC joins DRAM arena to ease China's AI memory crunch
China's growing demand for high-bandwidth memory (HBM) is reshaping its chip sector. Yangtze Memory Technologies Co. (YMTC), long centered on NAND flash, is planning to expand into...
Friday 26 September 2025
Micron resumes full price hikes as DDR5 surges amid market demand
The memory market is rapidly warming up, driven by AI, with major memory manufacturer Micron recently resuming its pricing after a temporary pause. Following the release of its financial...