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...

Amid an AI-driven supply squeeze lifting memory prices, chipmakers are posting strong Q1 results. NAND flash controller IC vendor Silicon Motion, cited by TechNews, delivered record revenue of $342.11 million in Q1 2026, up 23% QoQ and 105% YoY. Gross margin reached 47.2%, with net income of $53.85 ...

Global memory makers’ shift toward high-capacity products is reshaping the market, with Taiwan’s Macronix emerging as a key beneficiary. According to Economic Daily News, following Samsung’s exit from MLC NAND, Macronix’s NAND revenue share jumped from 21% to 30% in the first quarter of 2026...

As global memory supply remains extremely tight amid the AI boom, Samsung’s looming large-scale strike is seen as further intensifying the strain. According to South Korean media outlets News1 and The Dong-A Ilbo, citing analysts, disruptions could reach 3–4% for DRAM and 2–3% for NAND, based ...

SK hynix delivered yet another record-setting quarter, as tightening supply sent DRAM and NAND prices sharply higher. The company reported a striking 72% operating margin for 1Q26, according to its press release—outpacing global peers such as Micron (67.6%) and TSMC (58%), as highlighted by ZDNet....