News tagged NAND flash at DIGITIMES

NEWS TAGGED NAND FLASH

Monday 16 February 2026

Apple reportedly agrees to double NAND prices from Kioxia, shifts to quarterly contract pricing

Apple has reportedly agreed to double the unit price it pays for NAND flash from Japan's Kioxia starting in the January–March quarter,...

Friday 13 February 2026

Winbond's two-year sell-out signals memory cycle shift and US$1.35bn capex push

Winbond Electronics is entering a powerful demand cycle, with tight supply conditions across DRAM, NOR flash, and SLC NAND extending beyond...

Friday 13 February 2026

Kioxia forecasts up to 77% operating profit surge on AI-driven NAND price rally

Driven by expanding memory demand from AI servers and rising average selling prices, Japan-based NAND flash and SSD maker Kioxia expects solid growth in fiscal year 2025 (April 2025-March...

Tuesday 10 February 2026

Phison CEO meets India's Modi to boost NAND, edge AI strategies

Phison Electronics CEO Khein-seng Pua met with Indian Prime Minister Narendra Modi on February 8, 2026, to discuss leveraging their respective strengths to advance the deployment of...

Monday 9 February 2026

Silicon Motion expands enterprise storage amid NAND supply shift

NAND flash supply shortages have pushed original manufacturers to focus on AI servers, leaving PC and smartphone markets to memory module vendors. This shift offers Silicon Motion...

Sunday 8 February 2026

Silicon Motion posts strong Q4 results, forecasts continued growth in 2026

Silicon Motion Technology, a leading global supplier of NAND flash controllers, reported robust financial results for the fourth quarter...

Thursday 5 February 2026

Adata sees January revenue nearly triple, as memory prices hold in 2026

The ongoing tight supply of memory chips globally has driven contract price surges for DRAM and NAND flash. As a result, memory module maker Adata Technology once again reported explosive...

Tuesday 3 February 2026

YMTC enters LPDDR5 battlefield as China leans on it to steady NAND flash supply

Memory shortages are worsening across the market as international suppliers shift capacity aggressively toward servers, tightening supply for consumer electronics and automotive sectors...

Monday 2 February 2026

Sanctioned YMTC fast-tracks Wuhan Phase III NAND fab for early 2H26 mass production

China's YMTC is fast-tracking construction of its Wuhan Phase III NAND flash fab, bringing its mass production target forward to the second half of 2026, roughly a year ahead of the...

Wednesday 28 January 2026

Macronix restarts NT$22B capex to boost MLC eMMC and NOR flash output

Memory giant Macronix (MXIC) has decided to resume its capital expenditure plan, allocating NT$22 billion (approx. US$704 million) in 2026 to aggressively expand its severely short-supplied...

Wednesday 28 January 2026

Samsung phases out MLC NAND as 3D NAND shift cuts supply in 2026

NAND flash prices are soaring, with industry insiders expecting upstream contract prices to surge over 100% in the first quarter of 2026. As NAND manufacturers aggressively upgrade...

Thursday 22 January 2026

Kioxia warns of tight NAND supply through 2027

Kioxia, the world's third-largest manufacturer of NAND flash memory, has largely exhausted its production capacity for the current year...

Monday 19 January 2026

SSD controllers face five challenges as NAND shortage drives sky-high prices

NAND flash prices have increased dramatically. Supply and demand are unlikely to ease this year as AI technology giants and large cloud service providers (CSPs) aggressively purchase...

Saturday 17 January 2026

NAND makers hike prices up to 100%, squeezing low-end consumer drives

The large-scale deployment of artificial intelligence servers has driven a sharp increase in demand for mass storage, with market sources saying NAND flash contract prices for the...

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...

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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