Subject


NAND Flash


2025-11-28

[News] U.S., Japan Rumored Mulling Joint NAND Fab, with Kioxia, SanDisk Likely In

NAND Flash

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...

2025-11-28

[News] Samsung Reportedly Unveils NAND Tech to Cut Power by 96% amid Research Unit Shake-Up

NAND Flash

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...

2025-11-24

[News] Kioxia’s Post-Earnings Challenges: QLC Transition Lag, SK hynix’s Arms-Length Stake

NAND Flash

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...

2025-11-20

[News] NAND Flash Prices Likely to Jump Double Digits in Q1, as Makers Reportedly Hike in Turns

NAND Flash

With leading memory firms reportedly slowing NAND production expansion in the second half of 2025, prices are climbing sharply on tight supply. Commercial Times, citing industry sources, reports that NAND makers are taking turns raising prices in a steady, ongoing pattern, with NAND prices in the fi...

2025-11-19

[Insights] Memory Spot Price Update: DDR5 Prices Up 307% Since September as Module Costs Poised to Surge

NAND Flash

According to TrendForce's latest memory spot price trend report, regarding DRAM, from the start of September to the present, the spot price of DDR4 1Gx8 chips has experienced sequential increases reaching 158%, while the spot price of DDR5 2Gx8 chips has experienced sequential increases reaching 307...

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