Subject


NAND Flash


2025-12-24

[Insights] Memory Spot Price Update: Kingston Leads DRAM Surge as DDR4, DDR5 and Modules Hold Strong

NAND Flash

According to TrendForce's latest memory spot price trend report, regarding DRAM, DDR4, DDR5 chips and modules continue climbing daily, though gains have eased slightly. Kingston, the top module supplier, implemented substantial DRAM price hikes this week, with overall spot prices showing no signs of...

2025-12-18

[News] Micron Reveals Three Culprits Behind Memory Crunch—and Why It Won’t Ease Soon

NAND Flash

At its December 18 earnings call, Micron reportedly acknowledged that it is currently able to meet only around 55%–60% of core customer demand, while warning that the memory supply crunch is likely to persist beyond 2026. Here’s a closer look at the factors driving the tight supply, the ripple e...

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 ...

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