Long-term agreements are no longer confined to upstream memory suppliers such as Samsung Electronics and SK hynix. At its latest earnings call, SanDisk outlined a clearer picture of its New Business Model (NBM) with customers. According to the transcript from Investing.com, the company has already s...

As memory makers accelerate migration toward ~300-layer class NAND, Kioxia and SanDisk are reportedly pushing further ahead. According to EE Times Japan, the companies have achieved a world-first demonstration of quad-level cell (QLC) operation using a multi-stacked cell array CMOS (MSA-CBA) archite...

Japan’s TOTO, long associated with its toilet business, is emerging as an increasingly important supplier of key semiconductor components. According to Nikkei, the company’s earnings are now being driven by high-precision ceramic parts used in chipmaking equipment essential to the AI boom. Notab...

Riding an AI-driven semiconductor supercycle, Samsung’s Device Solutions (DS) division delivered a historic first quarter, with operating profit surpassing KRW 50 trillion for the first time, according to The Chosun Daily. The report highlights the unit’s overwhelming dominance, accounting for 9...

According to TrendForce’s latest memory spot price trend report, in terms of DRAM, only DDR5 chips saw sporadic buying interest. DDR4 demand remained weak, with price cuts failing to revive purchasing activity. In the NAND flash segment, spot prices continued to drop over the past month, now arriv...