News tagged NAND at DIGITIMES

NEWS TAGGED NAND

Wednesday 20 May 2026

Phison taps overseas bond market for US$800 million storage push

Phison Electronics has completed pricing for its first overseas unsecured convertible bond sale, raising US$800 million as the NAND controller...

Tuesday 19 May 2026

SanDisk: AI data centers still lack a cost case to replace HDDs with SSDs

AI-driven memory demand has sent NAND prices soaring more than 20-fold, but flash memory and hard drive makers alike remain cautious about large-scale capacity expansion. SanDisk argues...

Monday 18 May 2026

Kioxia gets rare chance to challenge Samsung, SK Hynix in AI storage boom

Kioxia Holdings is moving to capture a larger share of AI-related storage demand, as the shift from AI training to inference raises interest in high-speed, high-capacity NAND flash...

Saturday 16 May 2026

China's memory push accelerates as YMTC and CXMT expand DRAM ambitions

China's memory semiconductor industry is entering a new phase of expansion as leading domestic players ramp up investments in both NAND flash and DRAM technologies, amid an AI-driven...

Thursday 14 May 2026

Memory supply crunch pushes Phison to historic earnings

Phison Electronics posted record earnings in April as the artificial intelligence boom and tightening NAND flash supply drove memory prices sharply higher, underscoring the growing...

Thursday 14 May 2026

Samsung reportedly speeds up 3D NAND, packaging, and substrate plans

Samsung Electronics is reportedly reviving delayed semiconductor initiatives across next-generation NAND flash, compound semiconductors, advanced packaging, and substrates —...

Monday 11 May 2026

Transcend chair sees AI memory supercycle

AI will bring an epochal technology revolution, as did the invention of steam power and electricity, according to Transcend Information chairman Chung-Won Shu. He argued that DRAM...

Monday 11 May 2026

Phison targets AI storage and edge computing growth through Phison 3.0 strategy

Phison Electronics Corp. reported record revenue and profit for the first quarter of 2026, while Chief Executive Khein-Seng Pua warned that a severe imbalance in the global NAND market...

Monday 11 May 2026

Weekly news roundup: Taiwan freezes trading in MediaTek; 2D NAND shortage spirals

Below are the most-read DIGITIMES Asia stories from the week of May 4-10, 2026:

Saturday 9 May 2026

Adata sees DRAM, NAND prices rise 40% in 2Q26

Adata said DRAM and NAND flash contract prices will each climb more than 40% in the second quarter of 2026, as supply is kept tight by cloud server giants that have already locked...

Friday 8 May 2026

2D NAND shortage spirals after Samsung, Micron, and rivals exit market

Major international NAND manufacturers are gradually exiting the mature-process 2D NAND market, triggering panic buying and a sharp spike in prices. Industry sources suggest the supply...

Wednesday 6 May 2026

Winbond beats full-year 2025 profit in 1Q26 with memory capacity fully loaded

Winbond Electronics posted strong first-quarter 2026 results, with consolidated revenue totaling NT$38.25 billion (approx. US$1.21 billion), up 43.7% from the previous quarter and...

Tuesday 5 May 2026

Kioxia, SanDisk to unveil 3D flash architecture targeting 1,000-layer milestone

Kioxia and SanDisk are set to present a new 3D flash memory architecture aimed at extending NAND scaling beyond 1,000 stacked layers, as memory makers seek ways to overcome the physical...

Monday 4 May 2026

China curbs memory speculation; DDR4 spot slides, contract prices surge

Spot memory prices surged in early 2026, triggering stockpiling and speculative buying across distribution channels, before reversing from...

Saturday 2 May 2026

China's memory makers post blockbuster gains as AI tightens supply and resets prices

China's memory sector is showing clear signs of recovery, with leading players including Shenzhen Longsys Electronics and Montage Technology...

2/16 pages