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NEWS TAGGED NAND
Thursday 28 September 2023
Memory spot prices rise in September
Spot market prices for both NAND flash and DRAM memory have risen in September, largely due to suppliers' efforts to reduce production, according to industry sources.
Thursday 21 September 2023
Yangtze Memory reportedly exploring Chinese alternatives to US-made equipment components
Chinese NAND flash memory maker Yangtze Memory is reportedly strengthening ties with domestic equipment providers to supplant US-made equipment parts and components in its manufacturing...
Wednesday 20 September 2023
Samsung's NAND plant in China faces process upgrade dilemma; shifting capacity to power semiconductors could be viable solution
As the US-China conflict continues to intensify, Samsung Electronics' NAND Flash plant in Xi'an, China, is increasingly stuck in a process upgrade dilemma. On the one hand, with the...
Wednesday 20 September 2023
Huawei steps up NAND flash procurement, say sources
Huawei has stepped up its NAND flash chip procurement for its smartphones, driving up the memory prices recently, according to industry sources.
Wednesday 20 September 2023
Why are NAND flash prices soaring?
The prices of NAND flash memory have experienced an unforeseen increase, occurring earlier than anticipated, according to industry sources.
Monday 18 September 2023
DRAM prices may rise moderately in 4Q23, with DDR5 to lead the rally
NAND wafer prices have been on the rise since the start of the third quarter, and NAND flash suppliers are expected to initiate price increases starting in the fourth quarter thanks...
Monday 18 September 2023
Flash supply chain sees inventory restocking; Macronix and Phison expect growth in the second half of the year
With NAND flash spot prices seeing a recent bounce back, the market expected that the atmosphere of industry-wide price increases will help customers restart procurement, which can...
Friday 15 September 2023
Mature-process NAND flash memory reportedly in tight supply because of Apple demand
NAND flash memory made using mature processes is reportedly in tight supply as a result of Apple's decision to adopt older generation NAND for its iPhone 15, which caught its memory...
Thursday 14 September 2023
Global fab equipment spending to return to growth in 2024
In 2023, global spending on fab equipment for front-end facilities is projected to decrease by 15% before rebounding with a 15% year-over-year increase in 2024, according to a recent...
Wednesday 13 September 2023
Memory module houses to gain from NAND price rally
A recent supply-driven rally in NAND flash prices will allow memory module manufacturers to profit from previously accumulated low-price inventory, according to industry sources.
Tuesday 12 September 2023
Samsung stepping up NAND flash output cut
Samsung Electronics has stepped up its NAND flash memory production reduction, which is expected to reach 50% by the end of 2023, according to industry sources.
Friday 8 September 2023
Memory module houses hesitant to sell NAND flash inventory at low prices
Memory module manufacturers' reluctance to sell existing NAND flash inventories at low prices has driven up spot market prices since the end of August, according to industry source...
Wednesday 6 September 2023
SK Hynix reclaims no. 2 DRAM vendor spot with global market share exceeding 30% in 2Q23
As generative AI keeps driving demand for high bandwidth memory (HBM), the global DRAM market landscape is also undergoing changes, with SK Hynix's global DRAM market share exceeding...
Wednesday 6 September 2023
Silicon Motion expects NAND flash market to improve
Silicon Motion Technology, a memory device controller supplier, anticipates improvements in the NAND flash market next year.
Friday 1 September 2023
Samsung reportedly to build 236-layer NAND at P1 facility
Following rumors that said Samsung Electronics was considering halting some of its NAND flash production at its P1 facility in Pyeongtaek, South Korea, new rumors have now emerged...
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Summary of Tech Supply Chain News!
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research
Taiwan server industry experiences decline in 2023 revenues and shipments; poised to see growth in 2024, says DIGITIMES Research