Subject


NAND Flash


2025-10-22

[News] Samsung Reportedly Boosts V8 NAND Line Utilization by More Than 10% in Q3 Amid AI Demand

NAND Flash

As data center expansion accelerates and cloud leaders shift focus from AI training to inference, demand for high-capacity memory is surging, fueling a swift recovery in the global NAND Flash market. According to ZDNet, sources indicate that Samsung Electronics has ramped up operations at its main N...

2025-10-17

[News] Micron Reportedly Exits China Server Chips; Samsung, SK hynix, and Local Makers Stand to Gain

NAND Flash

Even tech giants aren’t immune to U.S.-China trade strains — and the memory sector is no exception. After reportedly cutting over 300 jobs in China as part of a global retreat from its struggling mobile NAND business, Micron is now exiting China’s server chip market, Reuters reports, following...

2025-10-17

[News] Samsung Unveils CXL Roadmap: CMM-D 2.0 Samples Ready, 3.1 Targeted for Year-End

NAND Flash

At the 2025 OCP Global Summit, Samsung not only highlighted its HBM4e advancements—promising per-pin speeds above 13 Gbps and a peak throughput of 3.25 TB/s—but also unveiled its groundbreaking CXL Memory Module (CMM) roadmap, according to TechNews. Notably, TechNews reports that Samsung ...

2025-10-15

[Insights] Memory Spot Price Update: DRAM Module Sellers Mostly Halt Quotes as Mainstream DDR4 Soars 7%

NAND Flash

According to TrendForce's latest memory spot price trend report, regarding DRAM, module sellers have mostly halted quote offerings for now, with DDR4 supply scarcity being the most pronounced. The spot market overall shows a widespread reluctance to sell. Meanwhile, in NAND, prices continue to climb...

2025-10-13

[News] ADATA Reportedly Refutes DDR4 Comeback Rumors as Memory Shortage Fuels Two-Year Boom

NAND Flash

Amid mounting speculation of a coming memory supercycle driven by tight supply, ADATA Chairman Simon Chen said on October 13 that the market has become “so strong it’s almost a headache,” TechNews and Liberty Times report. Notably, he also refuted rumors that the top memory makers plan to resu...

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