Subject


NAND Flash


2025-12-18

[News] Micron Hikes CapEx to $20B with 2026 HBM Supply Fully Booked; HBM4 Ramps 2Q26

NAND Flash

Amid tight supply across both mainstream products and high-end memory such as HBM, Micron sailed through its latest earnings call, posting record results across the board. The company said its 1QFY26 (ended November 27) total revenue—spanning DRAM, NAND, HBM, data center, and every business unit...

2025-12-17

[News] Kingston Warns NAND Prices Have Surged 246% Since Early 2025, Signals More Price Hikes Ahead

NAND Flash

Amid a global memory price surge driven by tight supply, another major module maker is warning of imminent price hikes. Citing remarks from Kingston Datacenter SSD Business Manager Cameron Crandall, Tom’s Hardware and TechPowerUp report that NAND prices—already up 246% since 1Q25—are likely to...

2025-12-16

[News] Acer and ASUS Reportedly to Pass Surging Memory Costs to PCs in 1Q26, Hot on Dell’s Heels

NAND Flash

As memory prices soar, Dell is reportedly set to lead the wave of PC price hikes, raising prices across its commercial lines starting December 17. Commercial Times reports that Taiwan’s Acer and ASUS both acknowledged that passing on soaring memory costs has become an industry-wide consensus, and ...

2025-12-12

[News] Kioxia Reportedly to Make 332-Layer 10th-Gen NAND at Kitakami in 2026, Repurposing Existing Fab

NAND Flash

Japan’s Kioxia is making a strategic push at a time when major memory makers remain cautious about expanding NAND capacity. According to Nikkei, as cited by MoneyDJ, the company plans to begin mass production of its 10th-generation NAND at its Kitakami plant in Iwate Prefecture in 2026—aiming sq...

2025-12-11

[News] SK hynix Reportedly Aims 100 Million IOPS with AI-NAND by 2027 in Collaboration with NVIDIA

NAND Flash

2027 is shaping up to be a pivotal year for SK hynix's next-generation NAND ambitions. The company is accelerating its next-generation AI NAND development by teaming up with NVIDIA, aiming to deliver storage performance up to 30 times faster than current enterprise SSDs by 2027, according to ZDNet. ...

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