Subject


NAND Flash


2026-03-30

[News] Samsung Reportedly Advances Xi’an to 236-Layer NAND; SK hynix Eyes Dalian Upgrade Amid Tight Supply

NAND Flash

Please note that this article cites information from ETNews and The Bell. As Samsung and SK hynix continue expanding investment in China amid tightening memory supply, the ongoing NAND process upgrades at their key local fabs are drawing growing attention. According to ETNews, Samsung has complete...

2026-03-27

[News] Memory Giants’ China Investments Soar in 2025: Samsung Xi’an Up 67%, SK hynix Wuxi, Dalian Hit Trillion-Won

NAND Flash

Please note that this article cites information from SeDaily, JoongAng Ilbo, Samsung and SK hynix. Amid soaring memory demand, Samsung and SK hynix are accelerating expansion not just at home, but also in China. Citing their newly released 2025 business reports via SeDaily, Samsung boosted investm...

2026-03-26

[News] NAND Leaders Bet on Taiwan’s DRAM Maker: Why Kioxia, SanDisk, SK hynix Back Nanya Tech’s $2.5B Deal?

NAND Flash

Please note that this article cites information from Reuters, Nikkei, Economic Daily News, Commercial Times, EBN News and Nanya Technology. The memory market may be moving beyond a “zero-sum” game. Following Micron’s acquisition of PSMC’s fab to expand DRAM capacity in early 2026, collabo...

2026-03-25

[Insights] Memory Spot Price Update: DRAM Spot Momentum Constrained as March Contracts Hold, DDR4 Weakest

NAND Flash

According to TrendForce's latest memory spot price trend report, regarding DRAM, upward momentum in the DRAM spot market has been constrained, with the DDR4 segment being particularly weak. Meanwhile, in terms of NAND, as negotiations for contract prices of the new quarter gradually approach, the sp...

2026-03-24

[News] ASUS Reportedly Warns PC Prices Could Jump 25–30% in 2Q, Rising Further in 3Q Amid CPU, Memory Costs

NAND Flash

Please note that this article cites information from Commercial Times, the Economic Daily News, and TechNews. Amid surging memory and CPU costs, PC makers are gearing up for another wave of price hikes. ASUS, citing local reports from Commercial Times and TechNews, noted that the overall PC marke...

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