Subject


NAND Flash


2026-05-20

[News] ADATA Sees Samsung Strike Boosting Memory Prices; China Expansion Impact Seen No Earlier Than 2028

NAND Flash

With Samsung Electronics set to begin its strike on May 21, the industry is closely monitoring potential impacts on global memory supply and pricing trends. ADATA Technology noted, citing TechNews, that while the strike may have limited direct impact on Samsung’s full-year output, it has already f...

2026-05-18

[News] Memory 1Q26 Price Surge: Samsung Flags 146% ASP Jump, SK hynix Sees Mid-60% DRAM Gains

NAND Flash

As Samsung Electronics and SK hynix reported strong revenue and profit growth in Q1 2026 amid surging memory prices, both companies highlighted notable pricing trends for the period. According to Samsung’s full earnings report released on May 15, average memory selling prices—including DRAM and ...

2026-05-15

[News] Kioxia Reportedly Forecasts 48-Fold April Quarter Profit Jump, Eyes U.S. ADS Listing Amid Memory Boom

NAND Flash

Amid surging memory price momentum, Japan’s NAND heavyweight Kioxia has delivered another blockbuster quarterly outlook, with further upside still in play. According to Nikkei, the company expects April–June 2026 net profit (IFRS) to jump 48-fold year-on-year to ¥869 billion, sharply beating th...

2026-05-14

[News] Samsung SSD Prices Reportedly Surge Up to 300% in Japan, Kioxia Also Posts Gains as Market Divergence Widens

NAND Flash

With multiple memory vendors already warning of tightening memory supply heading into 2027, Japan appears to be among the markets facing the sharpest impact, particularly across the consumer and retail segments. Tom’s Hardware, citing Akiba PC Hotline!, reports that Samsung SSD prices at various P...

2026-05-14

[News] SK hynix CEO Reportedly to Meet Bill Gates, Deepening AI Memory Ties Amid Microsoft ASIC Push

NAND Flash

Microsoft is continuing to deepen its custom chip push, with SK hynix expected to play an increasingly important role in the effort. According to The Korea Herald, sources say SK hynix CEO Kwak Noh-Jung is set to meet Microsoft co-founder Bill Gates and CEO Satya Nadella this week at the closed-door...

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