Subject


NAND Flash


2025-09-30

[News] Record-Low Memory Stock Could Signal Supercycle Ahead, Likely Peaking by 2027

NAND Flash

With top memory makers reportedly raising prices amid tight supply, The Chosun Daily, citing TrendForce, highlights that by the end of Q3 2025, global DRAM inventories averaged just 3.3 weeks—matching the lows of 2018 and signaling a supercycle in the memory market could be on the way. The repo...

2025-09-24

[Insights] Memory Spot Price Update: DDR4 Drives DRAM Price Rally, Mainstream Chips Surge 6.88% This Week

NAND Flash

According to TrendForce's latest memory spot price trend report, regarding DRAM, among different product categories, DDR4 chips are still experiencing the most significant price hikes, with the average spot price of mainstream chips (i.e., DDR4 1Gx8 3200MT/s) increasing by 6.88% US$5.947 this week. ...

2025-09-24

[News] Micron’s 2026 HBM Not Sold Out Yet—But Will Reportedly Be Within Months as Pricing Deals Lock

NAND Flash

Micron, which stunned markets in August by hiking its Q4 FY25 outlook, posted earnings today with a bullish tone, flagging strong demand ahead. Reuters quoted CEO Sanjay Mehrotra as saying the company expects to sell out its entire 2026 HBM supply within months, having already locked in HBM3E pricin...

2025-09-23

[News] SK hynix Reportedly Negotiates Price Adjustments with Customers Following Micron, Samsung

NAND Flash

Memory giants are preparing additional price hikes amid a shortage fueled by the AI boom. Following Samsung and Micron, SK hynix—while holding off on a formal announcement—is reportedly negotiating with customers under a policy of adjusting prices according to market conditions, according to SeD...

2025-09-17

[Insights] Memory Spot Price Update: DDR4 Spot Prices Surge Amid Tight Supply, Buyers Struggle to Keep Pace

NAND Flash

According to TrendForce's latest memory spot price trend report, regarding DRAM, although DDR4 supply remains tight, the price surge has made it difficult for buyers to keep up, leading to limited trading volumes despite the price hikes. In NAND, the spot market is seen with price increases, recover...

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