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NEWS TAGGED NAND
Wednesday 28 October 2026
SK Hynix's Solidigm ties US$45B US NAND fab to Washington nod on China tool upgrade
Solidigm, the US-based subsidiary of SK Hynix, is in talks with the US Department of Commerce over a potential US$45 billion investment in a new NAND flash memory fabrication plant,...
Wednesday 28 October 2026
SK Hynix's next AI memory bet isn't HBM
SK Hynix is turning to high-bandwidth flash (HBF) to address growing memory bottlenecks in AI inference, as increasingly complex AI agents generate more data than can be economically...
Wednesday 28 October 2026
Macronix posts record 3Q26 profit as gross margin hits 70%
Memory maker Macronix International set a new quarterly record in the third quarter of 2026, with gross margin reaching 70.5% and net profit after tax totaling NT$109.5 billion (approx...
Thursday 22 October 2026
PSMC raises mature-node prices again, targets 20% increase in 2027
Powerchip Semiconductor Manufacturing (PSMC) reported third-quarter 2026 revenue of NT$21.3 billion (US$654.3 million), up 23% quarter-over-quarter, as higher foundry prices, a stronger...
Thursday 22 October 2026
Samsung reportedly overhauls DRAM, NAND R&D incentives to retain talent and accelerate next-gen memory chips
Samsung Electronics is reportedly restructuring its semiconductor research operations and performance-based compensation system to accelerate next-generation DRAM and NAND flash development,...
Wednesday 21 October 2026
Samsung, SK Hynix reportedly upgrading China NAND fabs to fend off YMTC amid softening US stance
Samsung Electronics and SK Hynix are upgrading their NAND flash factories in China to make chips with more than 200 layers, Reuters reported on October 21, citing four people...
Tuesday 20 October 2026
Kioxia targets higher-value AI storage with Nvidia partnership, advanced NAND technology
Kioxia is prioritising proprietary NAND flash technology and customer-specific development over aggressive capacity expansion, seeking to capitalise on rising AI storage demand while...
Monday 19 October 2026
SK Hynix advances chip inspection technology as 3D memory pushes conventional metrology to its limits
SK Hynix is strengthening its metrology and inspection (MI) capabilities as the transition toward 3D DRAM architectures and increasingly complex NAND stacking creates new challenges...
Monday 19 October 2026
AI memory demand lifts Samsung, SK Hynix 2027 outlook
AI data center investment continues to expand, keeping the global memory market undersupplied in the fourth quarter of 2026. Rising DRAM and NAND Flash contract prices are boosting...
Friday 16 October 2026
Charts: YMTC bets on premium eSSDs to take on Samsung
AI-driven NAND demand is entering a supercycle, positioning Yangtze Memory Technologies Co. (YMTC) as the fastest-growing memory supplier. According to Counterpoint Technology Market...
Friday 16 October 2026
China's YMTC targets 9,600 MT/s with 4F² DRAM design
China's Yangtze Memory Technologies (YMTC) is developing a next-generation 4F² DRAM design targeting data transfer speeds of 9,600 megatransfers per second (MT/s), expanding beyond...
Thursday 15 October 2026
SK Hynix reportedly ties US NAND fab plan to approval for chip equipment exports to China
SK Hynix is seeking US approval to ship additional American chipmaking equipment to its NAND flash facility in Dalian, China, linking the request to a potential investment in a new...
Thursday 15 October 2026
Column: 3D memory could redraw chip competition, weaken US sanctions on China
In October 2022, the US Bureau of Industry and Security (BIS) imposed a package of export restrictions on China, including controls on equipment and components for manufacturing 3D...
Thursday 15 October 2026
Memory crisis drives global smartphone shipments down 20%, deepening premium-budget divide
Global smartphone shipments fell 20% year-on-year in the third quarter of 2026, their lowest 3Q level since 2012, as persistent DRAM and NAND shortages inflated production costs, constrained...
Thursday 15 October 2026
Samsung Semiconductor Highlights 400+ Layer Flash Powering Agentic AI

The 5th GMIF Innovation Summit (Global Memory Innovation Forum 2026;GMIF2026), co-hosted by the Shenzhen Memory Industry Association and the School of Integrated...