Subject


NAND Flash


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...

2026-05-13

[Insights] Memory Spot Price Update: DRAM Spot Market Strengthens Post-Holiday as DDR4 Leads Demand

NAND Flash

According to TrendForce’s latest memory spot price trend report, in terms of DRAM, overall trading conditions improve following holidays in certain regions, with demand concentrated on DRAM suppliers’ DDR4 512x16 and 1Gx16 chips. In the NAND flash segment, the spot market carries on from last we...

2026-05-13

[News] MLC NAND Spot Prices Reportedly Triple Since Late 2025 as Samsung, Kioxia Exit Supply

NAND Flash

As global memory makers pivot toward high-capacity solutions and steadily phase out legacy 2D NAND, supply of low-capacity, general-purpose NAND chips is tightening sharply, sending spot prices soaring. According to Chosun Ilbo, 64Gb MLC NAND spot prices have surged more than 300% from end-2025 leve...

2026-05-07

[News] SK hynix 10% Profit-Sharing Turns Double-Edged on Record Earnings: KRW 600M Payouts Signal Cost Pressure

NAND Flash

As SK hynix delivered another record-setting quarter amid surging memory prices, the company reported a striking 72% operating margin in 1Q26, with operating profit rising more than fivefold. Against this backdrop of strong earnings, attention is increasingly turning to its high-cost employee compen...

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