News
As major PC/NB brands—including Dell and Lenovo—have reportedly warned clients of imminent price hikes, the memory market’s supply–demand imbalance is worsening rapidly. Commercial Times reports that the NAND Flash shortage is morphing into a full-fledged “dry-year,” prompting multiple P...
News
With memory supply extremely tight, mid- to small-size module makers are being hit by delivery delays and sharp price spikes. A customer notice shared by tipster Jukan on X shows Transcend was abruptly informed by key NAND suppliers—SanDisk and Samsung—that upcoming shipments are being pushed ba...
Insights
According to TrendForce's latest memory spot price trend report, regarding DRAM, DDR4 quotes remain above DDR5, and despite already-high spot rates, there’s no sign of a drop. Meanwhile, in NAND, some sellers chasing higher profits are reneging on previously confirmed deals, risking their reputati...
News
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...
News
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...