Subject


NAND Flash


2025-12-11

[News] Micron’s Exit Reportedly Opens Door for Huawei to Target Korea’s Consumer SSD Market

NAND Flash

South Korea’s PC SSD market is undergoing significant shifts as major manufacturers raise prices and Micron's recent announcement. According to South Korean outlet ZDNet, Micron—the world’s third-largest supplier—is preparing to exit the consumer SSD business, a move expected to create openi...

2025-12-10

[Insights] Memory Spot Price Update: DDR4 Rally Builds on 16Gb Strength; DDR5, DDR3 See Mild Pullbacks

NAND Flash

According to TrendForce's latest memory spot price trend report, regarding DRAM, DDR5 and DDR3 spot prices saw a mild pullback this week as the rapid surge prompted some year-end profit-taking among traders, while DDR4 prices continue to climb—particularly 16Gb products. Meanwhile, in NAND, key su...

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...

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