Subject


NAND Flash


2025-10-29

[News] SK hynix Posts Record 3Q Profit: Three Highlights Spotlight HBM4, Soaring CAPEX, and 2026 Outlook

NAND Flash

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...

2025-10-29

[News] High-Capacity SSDs Reportedly Hit Year-Long Delays as Samsung, SK, and Kioxia Run Full Tilt

NAND Flash

While memory giants are reportedly raising DRAM prices by up to 30% in Q4 on strong HBM demand, NAND flash is proving to be just as hot a commodity. According to New Daily, Samsung, SK hynix, and Kioxia are running their SSD production lines at full capacity, with some models now facing delivery del...

2025-10-27

[News] Memory Makers Reportedly Halt Quotes on Select DRAM, NAND Products as China Faces “Daily Pricing”

NAND Flash

With South Korean DRAM giants reportedly hiking prices by up to 30% recently, China's memory market is feeling intense pressure. According to Commercial Times, citing Calian Press, some manufacturers have even halted quotations for certain DRAM and NAND flash products, and when prices are quoted, th...

2025-10-23

[News] Samsung, SK hynix Reportedly Lift Memory Prices Up to 30%; Long-Term Supply Deals in Play

NAND Flash

The memory supercycle appears unstoppable, and memory giants are already responding by hiking prices. According to the Korean Economic Daily, Samsung and SK hynix have raised DRAM and NAND flash prices by up to 30% for Q4, passing the new rates on to customers. Notably, analysts cited in the repo...

2025-10-22

[Insights] Memory Spot Price Update: DDR4, DDR5 Trading Surges as Buyers Hedge Price Risks

NAND Flash

According to TrendForce's latest memory spot price trend report, regarding DRAM, hedging demand against further price hikes has sparked a surge in DDR4 and DDR5 trading, with the average spot price of DDR4 1Gx8 3200 MT/s jumping 9.86% week-on-week. Meanwhile, NAND Flash prices continued to climb thi...

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