With SanDisk signaling that NAND supply will stay tight through 2026, major memory makers are taking an unexpectedly cautious approach. According to Chosun Biz, Samsung Electronics, SK hynix, Kioxia, and Micron have jointly scaled back NAND flash production in the second half of 2025—sending price...

While memory giants are reportedly raising DRAM prices by up to 30% in Q4 on strong HBM demand, NAND flash is proving to be just as hot a commodity. According to New Daily, Samsung, SK hynix, and Kioxia are running their SSD production lines at full capacity, with some models now facing delivery del...

According to Bloomberg, Kioxia expects NAND storage demand to grow by about 20% annually, fueled by rising AI data center demand. To address this growth, the company announced the start of operations at Fab2 (K2) in the Kitakami Plant, Iwate Prefecture, Japan. As its press release highlights, Fab2�...

As major CSPs ramp up AI infrastructure and shift toward high-performance inference, demand for high-capacity storage keeps climbing—putting next-gen NAND development in the spotlight. Yet, according to ZDNet, Samsung Electronics is struggling to commercialize its ninth-generation (V9) high-capaci...

According to South Korean outlet Yonhap Infomax, shares of Japan’s NAND flash producer Kioxia have been rising sharply amid a supply shortage in the NAND market. The report notes that SK hynix — which invested KRW 3.9 trillion in Kioxia in 2018 — is now realizing significant valuation gains af...