Subject


NAND Flash


2025-03-26

[News] Micron Alerts Customers to Price Hikes, Signaling Robust 2025-26 Demand

NAND Flash

As memory giants brace for price hikes, Micron, following SanDisk's lead, has informed its customers about the upcoming increases, as indicated by industry sources.     Micron’s HBM Sold Out for 2025, Demand Soars into 2026 As noted in Micron’s message to clients on Mar...

2025-03-21

[News] Micron Projects Record Revenue This Quarter, with HBM3E 12H Designed into NVIDIA’s GB300

NAND Flash

Fueled by strong AI demand, U.S. memory giant Micron expects a solid strong third quarter for fiscal 2025, projecting a 9% quarter-over-quarter revenue increase to $8.8 billion, according to its press release. Meanwhile, profit is projected at $1.57 per share, above the expected $1.48, as per Bloomb...

2025-03-19

[Insights] Memory Spot Price Update: DDR4 & DDR3 Prices Rise Amid Strong DDR5 Rebound Led by SK hynix

NAND Flash

According to TrendForce's latest memory spot price trend report, regarding DRAM, DDR4 and DDR3 demand remains relatively weak, but their spot prices are rising alongside DDR5's rebound. As for NAND flash, prices have stabilized, but the spot market sees the increase as driven by production cuts rath...

2025-03-17

[News] Micron Rumored to Raise NAND Price by 11% as Global Trend Heats Up

NAND Flash

As NAND giants prepare for price hikes, a 10% uptick seems to be the industry consensus. Notably, reports from TechNews and MyDrivers suggest that Micron is targeting an 11% increase. The reports link Micron’s price hike to a January power outage at its Singapore plant, which tightened supply. ...

2025-03-14

[News] China’s YMTC Reportedly Joins NAND Price Hike, Set to Increase Over 10% in April

NAND Flash

NAND prices are clearly on the rise, with U.S. and South Korean memory giants set to increase prices in April. Now, China’s largest NAND manufacturer YMTC may follow suit. According to Chinese media outlet MyDrivers, the company plans to raise NAND prices next month. The report indicates that Y...

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