Subject


NAND Flash


2026-01-27

[News] Micron Launches $24 Billion NAND Expansion in Singapore, Wafer Output Slated for 2028

NAND Flash

As global memory demand outstrips supply, memory giants are racing to expand—Micron among the most aggressive as 2026 kicks off. According to Reuters, the U.S. chipmaker is set to announce a new investment in Singapore to boost memory chip production, with at least part targeting NAND flash—a ra...

2026-01-26

[News] Samsung Readies New Price Hikes: Consumer DRAM, SSD Reportedly Doubled, NAND Set for 50%+ Rise

NAND Flash

Ahead of Samsung and SK hynix’s January 29 earnings calls, a fresh wave of memory price hikes is sweeping the market, potentially giving a boost to their results. South Korean media The Elec and ETNews report that Samsung’s consumer DRAM and SSD prices have nearly doubled—or even tripled—ove...

2026-01-21

[News] Volume-Locked, Price-Flexible LTAs Gain Ground in DRAM, Nanya, Winbond Reportedly Extend Contracts

NAND Flash

Memory prices continue to surge amid tight supply, pushing both makers and buyers into a delicate balancing act. According to Commercial Times, long-term supply agreements (LTAs) are shifting away from the old model that locked in both price and volume, as the trend favors deals that guarantee commi...

2026-01-19

[News] DDR4 Reportedly Leads Legacy Memory Rally with Q1 Prices Up to 50%; DDR3 in Tight Supply

NAND Flash

As memory makers increasingly tilt toward server applications, lifting prices for server DRAM and enterprise SSDs, legacy memory is staging a strong comeback of its own. Commercial Times reports that DDR4, DDR3, NOR flash, and SLC/MLC NAND are entering a fresh supply-demand reversal. Among the ma...

2026-01-19

[News] Out with the Old: Memory Giants Map Their 2025-26 Exit Strategy amid Supply Crunch

NAND Flash

Amid tightening memory supply, the industry is shifting focus to high-margin, cutting-edge products catering to hyperscalers. Legacy, consumer-oriented memory is gradually reaching end-of-life, with 2026 poised as a watershed year for key players. Here’s a look at how Samsung, SK hynix, and Micron...

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