Tuesday 16 July 2024
Memory prices to rise at slower pace in 3Q24
DRAM and NAND flash memory prices will continue to rise in the third quarter, albeit at a slower rate than in the first half of this year, as market circumstances improve more, according...
Wednesday 10 July 2024
Silicon Motion expects 2Q24 sales to beat guidance
Silicon Motion Technology, a manufacturer of NAND flash controllers for solid-state storage devices, has announced that based on preliminary second-quarter financial results, sequential...
Thursday 4 July 2024
Prices for commodity DRAM and NAND chips stall as demand recovery lags
The prices for general-purpose DRAM and NAND flash chips have remained flat for four consecutive months, suggesting a slower-than-expected pace of demand recovery.
Friday 28 June 2024
NAND flash shortage may occur in 2H24
The demand for high-capacity SSDs in AI-accelerated data centers is expanding at a rapid tempo, and a shortage of NAND supply may occur in the second half of this year, according...
Tuesday 25 June 2024
Samsung to resume P5 construction as AI surges memory demand
To address the rising memory demand of the AI boom, Samsung is resuming the construction of its new Pyeongtaek plant 5 (P5), with construction beginning as early as the third quarter...
Thursday 20 June 2024
Chinese NAND flash maker bit supply growth to lead industry in 2024
Yangtze Memory Technology (YMTC) has adopted the concept of "putting new wine in old bottles," which entails breaking off and reconstructing existing production lines.
Wednesday 19 June 2024
QLC NAND flash memory to propel Solidigm and Samsung amid AI surge
The Quad-Level Cell (QLC) NAND flash memory market is poised for strong growth following major global tech corporations' increasing demand for AI servers. Extensive application of...
Friday 14 June 2024
Samsung to embrace rising high-end NAND demand for AI smartphones amid Chinese competition
Samsung Electronics is poised to enjoy a significant surge in demand for high-performance NAND flash chips used in mobile devices, fueled by the pervasive adoption of on-device AI...
Friday 7 June 2024
DRAM spot prices to rise alongside contract prices after August
DRAM spot prices will resume the same growth trend as contract prices after August, according to sources at Taiwan-based memory module manufacturers, who are optimistic about their...
Thursday 6 June 2024
Phison expects enterprise SSD solutions revenue growth
Phison Electronics, which specializes in NAND flash device controllers and SSD solutions, has begun ramping up shipments of its retimer chips. The company also anticipates that the...
Wednesday 29 May 2024
Chinese memory module manufacturers unload low-cost inventories
Memory prices are rising quarter after quarter, yet consumer electronics demand remains subdued. Recently, there have been rumors that Chinese memory module manufacturers are clearing...
Wednesday 29 May 2024
HBM memory sales to boost: Q&A with Micron CBO Sumit Sadana
Micron Technology's High-Bandwidth Memory (HBM) sales will climb to several hundred million US dollars in the current fiscal year and then to several billion US dollars in the next...
Tuesday 14 May 2024
SK Hynix promotes new NAND Flash solution, aiming to recreate HBM's success model
With the rise of AI, SK Hynix has successfully developed a new mobile NAND Flash solution called ZUFS (Zoned UFS) 4.0, targeting on-device AI applications.
Tuesday 7 May 2024
DRAM and NAND flash prices unlikely to fall over next 2 quarters, says Team Group exec
DRAM and NAND flash prices are unlikely to trend downward in the next two quarters, according to Gerry Chen, president of memory module company Team Group.
Friday 3 May 2024
Macronix sees orders regain momentum
ROM and flash memory maker Macronix International stayed in the red in the first quarter of 2024 with net losses amounting to NT$1.08 billion (US$33.2 million). Nevertheless, the...