Subject


NAND Flash


2024-11-06

[News] Kioxia Projects NAND Demand to Triple by 2028 as It Gears up for Expansion amid AI Boom

NAND Flash

Though having abandoned its initial IPO plan in October due to lower market valuation, Kioxia asserts its optimism on NAND. According to a report by Reuters, the Japanese memory giant anticipates flash memory demand to grow approximately 2.7 times by 2028, fueled by the surge in artificial intellige...

2024-11-05

[News] SK hynix and Samsung Reportedly to Reduce Legacy DRAM Production like DDR4

NAND Flash

As South Korean memory giants Samsung and SK hynix announced their third quarter financial reports, posting a 112% and 94% year-over-year revenue growth, respectively, the threat from increasing output of Chinese rivals such as CXMT, which drives prices down, has reportedly prompted them to signifi...

2024-10-30

[Insights] Memory Spot Price Update: DDR5 Remains Stable; DDR4 Prices Unlikely to Rebound Anytime Soon

NAND Flash

According to TrendForce's latest memory spot price trend report, regarding DRAM, price trends for DDR5 and DDR4 in the spot market will diverge, and DDR4 is unlikely to experience a price rebound anytime soon. As for NAND flash, Samsung’s recent notification of EOL (End of Life) for MLC products h...

2024-10-30

[News] What Are Chinese Enterprise SSD Manufacturers Competing For?

NAND Flash

With the rapid adoption of AI applications, the demand for high-performance, reliable storage products is growing, drawing unprecedented attention to enterprise SSDs. The global SSD market is currently dominated by five major manufacturers, but as AI gains traction, Chinese enterprise SSD supply cha...

2024-10-29

[News] Samsung Reportedly Plans 400-layer Vertical NAND by 2026, Targeting 1,000-layer NAND by 2030

NAND Flash

As HBM has become a key battlefield for memory giants amid the AI wave, NAND chips with more layers, which are also ideal for high-capacity solid-state drives (SSDs) used in AI data centers, are in great demand as well. According to the latest report by the Korea Economic Daily, Samsung aims to intr...

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