Subject


NAND Flash


2025-09-11

[News] Kioxia Reportedly Eyes 2027 Launch for NVIDIA-Partnered AI SSDs with 100x Speed Boost

NAND Flash

While HBM rides the AI boom with DRAM giants Samsung and SK hynix accelerating the HBM4 rollout, NAND is set to follow suit. According to Nikkei, Japan’s Kioxia, in partnership with NVIDIA, plans to commercialize SSDs by 2027 with nearly 100x faster read speeds than current models. The report h...

2025-09-10

[Insights] Memory Spot Price Update: SanDisk’s 10% Price Hike Meets Demand-Side Resistance

NAND Flash

According to TrendForce's latest memory spot price trend report, regarding DRAM, suppliers continue to raise DDR4 quotes, encouraged by Nanya’s strong August revenue, but buyers show limited acceptance of the hikes. In NAND, SanDisk’s push for a 10% increase to lift market sentiment has met resi...

2025-09-09

[News] China’s YMTC Launches $3B Wuhan Phase III Venture, Signaling NAND Expansion Ambitions

NAND Flash

As China accelerates its memory ambitions with DDR5 capacity reportedly on the rise, domestic NAND powerhouse YMTC has made another bold move. According to Star Market Daily, Changcun Phase III (Wuhan) Integrated Circuit Co., Ltd. was officially established on September 5, with Chen Nanxiang, YMTC...

2025-09-03

[Insights] Memory Spot Price Update: DDR4 Prices Outpace DDR5 as Memory Giants’ EOL Impact Lingers

NAND Flash

According to TrendForce's latest memory spot price trend report, regarding DRAM, although spot transaction volumes keep shrinking, DDR4 prices have risen more than DDR5, showing that the impact of the DDR4 EOL announcements by the three major suppliers hasn’t fully faded. In terms of NAND, supplie...

2025-09-01

[News] U.S. Revokes China Chipmaking Tool Licenses for Samsung, SK hynix: Decoding Market Impact

NAND Flash

Samsung and SK hynix, though temporarily spared from the risk of U.S. government stake-taking, are running into new obstacles in China as Washington revokes exemptions—granted under Biden after the 2022 export curbs—that previously allowed them to freely import American chipmaking equipment, acc...

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