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NEWS TAGGED NAND
Thursday 4 January 2024
NAND flash wafer prices to continue rally in 1Q24
NAND flash wafer prices will continue to rise but at a slower pace in the first quarter of 2024, according to industry sources.
Wednesday 3 January 2024
South Korean chemical suppliers expect 'warm spring' in 1H24 with Samsung, SK Hynix memory boost
With the recent surge in production line utilization rates at the two major South Korean memory manufacturers, Samsung Electronics and SK Hynix, related suppliers of production materials...
Thursday 28 December 2023
NAND flash prices to continue rally in 2024
Spot prices for NAND flash have been steadily increasing in December, with flash wafer prices rising by more than 15% in a single month. Prices are likely to rise further in 2024,...
Wednesday 27 December 2023
Memory chip prices continue increasing despite mediocre end-market demand
Memory chipmakers continue to raise their prices, even though end-market demand has not increased substantially, according to industry sources.
Tuesday 26 December 2023
AI PCs seen as key to driving DRAM and NAND market revival
With the successive release of new AI PCs equipped with artificial intelligence (AI) capabilities, the South Korean industry believes this trend will boost market demand for not only...
Monday 25 December 2023
Kioxia seeks integration solutions amid failed merger and financial woes
Following the dissolution of the merger between Japan's Kioxia and the US-based Western Digital (WD) memory division, Kioxia is now exploring integration with other entities. Financial...
Wednesday 20 December 2023
'On-device AI' to boost profitability and fuel turnaround for NAND Flash
With generative AI fueling the DRAM market, on-device AI is expected to boost the profit performance of NAND Flash. Recent analyses also estimated that the second half of 2024 will...
Tuesday 19 December 2023
Samsung, SK Hynix set to expand investments in equipment and production, eyeing demand upturn in 2024
Samsung Electronics and SK Hynix are bracing for a revival of the semiconductor market in 2024, with plans to expand their equipment investments and production capacities. The industry...
Wednesday 13 December 2023
HBM3e could reshape DRAM market landscape as Samsung, Micron join race with SK Hynix
With the global memory market showing signs of recovery, major players like Samsung Electronics, SK Hynix, and Micron are gearing up for intensified competition in 2024, particularly...
Wednesday 13 December 2023
Embedded flash spot prices rising
Memory chip vendors' production cuts have sent NAND flash prices rising, with recent increases mainly taking place in the spot market for mobile embedded applications, according to...
Tuesday 12 December 2023
Memory market rebound continues, but challenges linger despite upward price trend
Memory prices have shown a robust upward trend since bottoming out in the second quarter of 2023. While November saw NAND flash prices rebound to early 2023 levels, DRAM and NAND...
Monday 11 December 2023
Weekly news roundup: With 300 immersion lithography DUV machines, can China expand advanced chip capacity and other top stories
These are the most-read tech stories during the week of December 4-8:
Friday 8 December 2023
Samsung: P3 plant construction on schedule
Samsung Electronics reportedly extended the construction contract for its P3 plant, leading to concerns about potential delays in the operational schedule. However, Samsung has emphasized...
Friday 8 December 2023
Samsung and SK Hynix planning for 2024 capex; key factors will be 'improve and reuse'
Samsung Electronics and SK Hynix are considering several capex plans for 2024, with the emphasis expected to lean toward reducing costs associated with the transition to advanced...
Friday 8 December 2023
Rising memory chip prices to boost revenue, says Supreme
Taiwan-based Supreme Electronics, a major IC distributor for Samsung Electronics, expects rising NAND flash and DRAM chip prices to buoy its sales performance in the fourth quarter...
Research Report Database
Summary of Tech Supply Chain News!
Taiwan foundry industry revenues to slip in 1Q24 before rising in 2Q24, says DIGITIMES Research
Research Insight: Intel obtains subsidies but faces challenges
South Korea-based makers lead transparent display as China-based competitors ramp up Inkjet investments, according to DIGITIMES Research