News tagged NAND at DIGITIMES

NEWS TAGGED NAND

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...

Wednesday 7 January 2026

Apple reportedly locks in NAND through 2026 ahead of DRAM price spike

Apple has secured enough NAND flash memory to sustain production through the first quarter of 2026. But the iPhone maker is facing steep price increases for DRAM as artificial intelligence...

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...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook