Subject


NAND Flash


2025-11-04

[News] Huawei Unveils Enterprise Storage Refresh: A Series Dorado Slashes HBM Dependency via UCM

NAND Flash

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...

2025-11-03

[News] SK hynix Unveils Next-Gen Memory Roadmap: Custom HBM, AI-DRAM, AI-NAND with Tech Giants

NAND Flash

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-...

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...

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