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NEWS TAGGED NAND
Wednesday 8 April 2026
SK Hynix begins supply of 321-layer QLC cSSD for the AI PC era
SK Hynix has started global shipments of a next-generation compact SSD designed for AI-driven personal computers, a move that could reshape storage choices for device makers and end...
Sunday 5 April 2026
DDR4 16Gb spot price falls after 2,200% surge as memory market polarizes
After soaring more than 2,200% over the past year, DDR4 16Gb spot prices have finally begun to decline, signaling a growing polarization in the memory market in the first quarter of...
Sunday 5 April 2026
China storage module maker Techwinsemi gains from AI-driven NAND cycle, expands smartphone ties
AI data center demand is tightening memory supply while NAND makers phase out low-capacity legacy nodes. Shenzhen Techwinsemi Technology said rising NAND prices are squeezing margins...
Saturday 4 April 2026
Exclusive: Nanya Tech revenue hits record on DRAM price surge; Kioxia clarifies investment intent
Nanya Technology Corporation (NTC) reported March 2026 revenue of NT$18.17 billion (approx. US$568.15 million), up 16.42% month-over-month and 560.04% year-over-year. First-quarter...
Thursday 2 April 2026
Kioxia sets cutoff for legacy NAND, phases out SLC and MLC lines by 2026
Japan-based NAND flash maker Kioxia has formally issued an end-of-life (EOL) notice for a wide range of legacy NAND products, underscoring an industry-wide shift toward advanced 3D...
Wednesday 1 April 2026
Samsung auctions 123 chip tools during Xi'an NAND upgrade to V8
Samsung Electronics is reportedly overhauling its production lines, offering 123 idle semiconductor tools for sale across South Korea and Xi'an as it shifts to more advanced process...
Wednesday 1 April 2026
China memory firms secure two-year wafer deals, tightening DRAM and NAND supply outlook

As AI demand drives high-performance computing and device upgrades, the global memory market is entering an upswing. China-linked players,...

Wednesday 1 April 2026
China memory chip designer GigaDevice posts record 2025 earnings, locks in US$825 million DRAM supply
GigaDevice Semiconductor reported stronger full-year 2025 results, supported by AI-driven demand and a recovery in the memory cycle. Revenue rose 25.12% year on year to CNY9.2 billion...
Tuesday 31 March 2026
Innodisk: AI memory demand outpaces supply; NAND, DRAM price keeps climbing
AI and edge computing demand is accelerating, prompting industrial memory module maker Innodisk to project strong growth through 2026. Chairman and president Randy Chien said NAND...
Monday 30 March 2026
Kioxia outlines supply strategy, stresses new 2027 capacity won't disrupt NAND market balance
As generative AI (GenAI) shifts from large-model training to large-scale inference, Japanese NAND giant Kioxia forecasts continued price increases for NAND and SSD products. Despite...
Monday 30 March 2026
Samsung reportedly shifts Xi'an plant to 236-layer NAND

Samsung Electronics has reportedly begun mass production of 236-layer NAND flash at its Xi'an plant in China, marking a key step in...

Monday 30 March 2026
AI compression won't ease memory crunch, NAND shortage set to persist
AI-driven demand is tightening global memory supply, pushing NAND flash and server DRAM into shortages, price hikes, and capacity constraints. Server memory demand is expected to grow...
Sunday 29 March 2026
SK Hynix and Kioxia targeted in US ITC memory chip probe
On March 27, the US International Trade Commission (ITC) launched an investigation into memory chip imports by SK Hynix Inc. and KIOXIA Holdings Corporation following a patent complaint...
Friday 27 March 2026
DRAM and NAND costs hit 90% of smartphone prices, squeezing low-end profits
Core component costs for smartphones are surging at unprecedented rates, threatening the survival of low-priced models in the market. Nikkei reports that prices for two essential...
Thursday 26 March 2026
Samsung and SK Hynix boost China factory investments in 2025 amid memory demand surge
Samsung Electronics and SK Hynix are significantly increasing capital expenditures at their factories in China to expand chip supply and enhance profitability. According to Seoul...