As the global AI data-center race drains memory supply, major chipmakers are moving fast — and the shockwaves are spreading. Notably, Reuters reported last Friday that Samsung has quietly raised prices on select memory chips by as much as 60% from September. But the scope of this memory supercycle...

While other memory giants are riding high on soaring AI-driven prices, Japan’s Kioxia appears to still be waiting for a turnaround. In its latest earnings report released on November 13, the company posted a net profit of ¥40.7 billion for Q2 FY2025 (July–September), marking a 62% drop compared...

With SanDisk signaling that NAND supply will stay tight through 2026, major memory makers are taking an unexpectedly cautious approach. According to Chosun Biz, Samsung Electronics, SK hynix, Kioxia, and Micron have jointly scaled back NAND flash production in the second half of 2025—sending price...

According to TrendForce's latest memory spot price trend report, regarding DRAM, while DDR4 and DDR5 spot prices have been climbing due to sellers holding back, quotes for DRAM chips have already surpassed module quotes, signaling a likely short-term surge in module prices. Meanwhile, in NAND, 512Gb...

As SK hynix takes the lead in the HBM4 era, the memory powerhouse is reportedly accelerating its push into NAND—a segment long considered secondary. DealSite reports that the company plans to start shipping 321-layer Quad-Level Cell (QLC) NAND products in the second half of 2026 and significantly ...