Subject


NAND Flash


2025-10-23

[News] Samsung, SK hynix Reportedly Lift Memory Prices Up to 30%; Long-Term Supply Deals in Play

NAND Flash

The memory supercycle appears unstoppable, and memory giants are already responding by hiking prices. According to the Korean Economic Daily, Samsung and SK hynix have raised DRAM and NAND flash prices by up to 30% for Q4, passing the new rates on to customers. Notably, analysts cited in the repo...

2025-10-22

[Insights] Memory Spot Price Update: DDR4, DDR5 Trading Surges as Buyers Hedge Price Risks

NAND Flash

According to TrendForce's latest memory spot price trend report, regarding DRAM, hedging demand against further price hikes has sparked a surge in DDR4 and DDR5 trading, with the average spot price of DDR4 1Gx8 3200 MT/s jumping 9.86% week-on-week. Meanwhile, NAND Flash prices continued to climb thi...

2025-10-22

[News] Samsung Reportedly Boosts V8 NAND Line Utilization by More Than 10% in Q3 Amid AI Demand

NAND Flash

As data center expansion accelerates and cloud leaders shift focus from AI training to inference, demand for high-capacity memory is surging, fueling a swift recovery in the global NAND Flash market. According to ZDNet, sources indicate that Samsung Electronics has ramped up operations at its main N...

2025-10-17

[News] Micron Reportedly Exits China Server Chips; Samsung, SK hynix, and Local Makers Stand to Gain

NAND Flash

Even tech giants aren’t immune to U.S.-China trade strains — and the memory sector is no exception. After reportedly cutting over 300 jobs in China as part of a global retreat from its struggling mobile NAND business, Micron is now exiting China’s server chip market, Reuters reports, following...

2025-10-17

[News] Samsung Unveils CXL Roadmap: CMM-D 2.0 Samples Ready, 3.1 Targeted for Year-End

NAND Flash

At the 2025 OCP Global Summit, Samsung not only highlighted its HBM4e advancements—promising per-pin speeds above 13 Gbps and a peak throughput of 3.25 TB/s—but also unveiled its groundbreaking CXL Memory Module (CMM) roadmap, according to TechNews. Notably, TechNews reports that Samsung ...

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