Subject


NAND Flash


2026-02-11

[Insights] Memory Spot Price Update: Lunar New Year Slows DRAM Spot Trading; Price Gap Narrows

NAND Flash

According to TrendForce's latest memory spot price trend report, regarding DRAM, with the Lunar New Year approaching, DRAM spot trading has slowed, as most traders hold off on quotes and purchases. Since spot prices are well above contract levels, TrendForce expects short-term gains to be modest. Me...

2026-02-06

[News] Samsung, SK hynix, Micron Reportedly Shift to Short-Term, Post-Settlement Deals for Big Techs

NAND Flash

As memory giants grow reluctant to lock in long-term agreements (LTAs) with clients, a new type of deal is reportedly emerging. ETNews notes that Samsung, SK hynix, and Micron are shifting to shorter-term contracts, with some including “post-settlement” clauses that adjust prices based on market...

2026-02-05

[News] WD’s 2026 Production Fully Booked; LTAs Reportedly Extend to 2028-29 with Supply Talks to 2030

NAND Flash

As SanDisk—spun off from Western Digital a year ago—posted strong earnings and extended order visibility, WD said it has secured multiple long-term agreements as well, with ongoing customer talks about contract extensions and even supply inquiries stretching out to 2030, according to Barron’s ...

2026-02-04

[Insights] Memory Spot Price Update: DRAM Stalls Ahead of Late-Feb Contract Price Settlements

NAND Flash

According to TrendForce's latest memory spot price trend report, regarding DRAM, since current spot prices remain well above average contract levels, the market will need to wait for late-February contract announcements to see if another round of spot price increases emerges. Meanwhile, in NAND, the...

2026-02-03

[News] Kioxia Names New President ahead of Earnings Release: Key Points to Watch

NAND Flash

As Kioxia and SanDisk extended their joint venture at the Yokkaichi facility by five years to 2034, the Japanese memory giant made another high-profile move last week. On January 29, Kioxia announced that Hiroo Ota, currently Vice President and Executive Officer, will take over as president effectiv...

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