Subject


NAND Flash


2025-12-10

[News] NAND Flash “Dry Year” Looms as Stock-Out Risk Reportedly Forces PC OEMs to Cut SSD Specs

NAND Flash

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...

2025-12-03

[News] SanDisk, Samsung Reportedly Delay NAND Delivery, Hitting Transcend with 50–100% Price Spike

NAND Flash

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...

2025-12-03

[Insights] Memory Spot Price Update: NAND Prices Adjusted Daily as Sellers Renege on Deals

NAND Flash

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...

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...

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