As hyperscalers shift from AI training to inference workloads, the need for high-capacity memory is surging. While HBM benefits, NAND is also in high demand. SanDisk reports an undersupplied NAND market through the end of 2026, with customer conversations now pointing to tight supply extending into ...

According to TrendForce's latest memory spot price trend report, regarding DRAM, buyers are snapping up quotes immediately, sending spot prices soaring. DDR5 chips have surged 30% this week, as overall supply remains tight and major module houses like Kingston continue to limit shipments. Meanwhile,...

Beyond its September reveal of a multi-year Ascend AI chip roadmap through 2028—complete with proprietary HBM development—Huawei is making equally aggressive moves in enterprise storage. At its Huawei Connect Europe event in Madrid, the tech giant rolled out a sweeping refresh of its storage por...

Shortly after reporting record Q3 profits, SK hynix unveiled an ambitious memory roadmap at its SK AI Summit 2025 on November 3. According to ZDNet and The Chosun Daily, the company highlighted its push into custom memory solutions, including high-bandwidth memory (HBM), AI-optimized DRAM, and next-...

While Samsung is on track to post its best Q3 profit in three years on the back of AI-driven chip price gains, SK hynix also sent strong signals. On the 29th, the company reported a consolidated operating profit of KRW 11.38 trillion for 3Q25—up 62% YoY with a 47% margin—marking the first time i...