With memory supply extremely tight, mid- to small-size module makers are being hit by delivery delays and sharp price spikes. A customer notice shared by tipster Jukan on X shows Transcend was abruptly informed by key NAND suppliers—SanDisk and Samsung—that upcoming shipments are being pushed ba...

According to TrendForce's latest memory spot price trend report, regarding DRAM, DDR4 quotes remain above DDR5, and despite already-high spot rates, there’s no sign of a drop. Meanwhile, in NAND, some sellers chasing higher profits are reneging on previously confirmed deals, risking their reputati...

As hyperscalers accelerate data-center buildouts and booming HBM demand tightens memory capacity—sending prices soaring—the industry is reportedly eyeing a cross-border move. Citing Nikkan Kogyo Shimbun, the Commercial Times reports that Japan and the U.S. are considering a public–private plan...

Amid memory supply crunch and surging prices pressuring the industry, Samsung, according to ETNews and News 1, has developed a NAND flash technology that can reduce power consumption by more than 90%, which is expected to boost energy efficiency across AI data centers, mobile devices, and a wide ran...

As Japan’s Kioxia posted weak September earnings in mid-November, its challenges amid the AI boom and rising memory rivals drew attention. DealSite suggests the company faces hurdles in boosting profitability and QLC competitiveness, while industry observers cited by the report say SK hynix treats...