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NEWS TAGGED NAND FLASH
Tuesday 17 October 2023
Memory module houses brace for substantial cut in NAND wafer availability
As Samsung Electronics and other chipmakers substantially reduce their NAND flash wafer output, industry sources indicate that memory module manufacturers will have to compete on...
Friday 13 October 2023
NAND flash prices rising
Spot prices for NAND flash have increased since August and September due to suppliers' efforts to restrict output; consequently, numerous handset manufacturers have begun to actively...
Monday 2 October 2023
Memory chip vendors may struggle to profit by end-2023
Despite recent price increases for memory chips, major suppliers including Samsung Electronics, SK Hynix, Micron Technology, and Kioxia may still struggle to return to profitability...
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...
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...