Subject


NAND Flash


2026-06-03

[News] Kioxia Targets ¥470B Yearly Capex in FY26–28, Up 66% from FY25, Reportedly Weighing Third Kitakami Fab and M&A

NAND Flash

After projecting a 48-fold year-on-year surge in net profit for the April–June quarter, Japan’s NAND heavyweight Kioxia delivered an even more bullish outlook at its Investor Day on June 2. According to EE Times Japan, the company plans to ride the memory upcycle with average annual capital expe...

2026-06-02

[News] YMTC Consumer Brand ZHITAI Unveils Three SSDs at COMPUTEX, Powered by Xtacking® 3D NAND

NAND Flash

While Chinese NAND major YMTC is reportedly accelerating its domestic expansion, it is also strengthening its push into the consumer segment through its ZHITAI brand. At COMPUTEX 2026, ZHITAI is expected to unveil three next-generation SSDs, including the flagship TiPro9000, the high-performance TiP...

2026-05-27

[Insights] Memory Spot Price Update: DDR5 Spot Price Gains Narrow Amid Sluggish Trading; DDR4 Rebounds

NAND Flash

According to TrendForce’s latest memory spot price trend report, in terms of DRAM, DDR5 spot price gains narrowed amid sluggish trading, while DDR4 2Gx8-3200 and 1Gx8-3200 prices rebounded after earlier declines. In the NAND flash segment, spot prices are expected to remain under pressure in the n...

2026-05-27

[News] Inside Micron’s $1 Trillion Market Cap Leap: A Global Fab Expansion Overview Across the U.S. and Asia

NAND Flash

Amid the AI-driven memory boom, Micron has emerged as one of the standout winners, with its stock briefly topping a $1 trillion market valuation on Tuesday before closing at a record high—marking its 28th all-time peak this year, as highlighted by Reuters and Yahoo! Finance. While Wccftech repo...

2026-05-25

[News] Samsung Reportedly Begins V-NAND Infrastructure Build-Out in Xi’an Following V8 Ramp-Up and V6 Phase-Out

NAND Flash

Memory giants are focusing on process transitions rather than simply pursuing aggressive capacity expansion, as they accelerate the phase-out of legacy products and shift toward more advanced NAND offerings. According to Sisa Journal, Samsung, after beginning 8th-generation V-NAND (V8) production in...

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