Subject


NAND Flash


2024-10-07

[News] Samsung Starts Mass Production of Industry’s Most Powerful PC SSD for AI, Built with In-house 5nm Node

NAND Flash

Samsung Electronics announced that it has begun mass producing PM9E1, a PCle 5.0 SSD with the industry’s highest performance and largest capacity. According to Samsung’s press release, the PM9E1, which is built on its in-house 5nm-based controller and eighth-generation V-NAND (V8) technology,...

2024-10-02

[Insights] Memory Spot Price Update: China’s National Day Holiday and Low Restocking May Lead to DRAM Spot Price Decline

NAND Flash

According to TrendForce’s latest memory spot price trend report, regarding DRAM, with China’s upcoming National Day holiday and the lack of restocking momentum, the spot market is expected to become quieter in the next two weeks, causing the spot prices continue to slide. As for NAND flash, anot...

2024-09-26

[News] Micron’s Upbeat Guidance Rebuts the “DRAM Winter” Rumor, with 12-hi HBM3E to Ramp in early 2025

NAND Flash

Is the winter really coming for the memory sector? Despite an earlier report by Morgan Stanley warning of an AI bubble, U.S. memory giant Micron reveals a financial guidance that beats market expectations, projecting its fiscal first-quarter revenue to reach USD 8.7 billion, higher than an average a...

2024-09-25

[News] South Korea Said to Heavily Rely on China for Critical Semiconductor Materials such as Silicon

NAND Flash

While South Korean memory giants Samsung Electronics and SK hynix saw their sales in China double in the first half of this year, the country as a whole seems to heavily rely on China for essential semiconductor raw materials as well, with silicon, germanium, gallium and indium seeing the largest in...

2024-09-25

[Insights] Memory Spot Price Update: NAND Contract Prices for Q3 Shows Signs of Loosening, Likely to Persist until Q4

NAND Flash

According to TrendForce's latest memory spot price trend report, regarding DRAM, reball DDR4 and DDR5 chips stripped from modules continue to flow into the spot market, adversely affecting the market outlook. As for NAND flash, contract prices for 3Q24 have exhibited signs of loosening. Some module ...

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