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As South Korea’s memory giants shift focus toward 1c DRAM capacity expansion amid surging demand, Global Economic, citing German tech outlet ComputerBase, reports that the Kioxia–SanDisk alliance is moving fast to reassert its position in the NAND market, capitalizing on an investment gap as Sam...
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Amid surging memory price momentum, Japan’s NAND heavyweight Kioxia has delivered another blockbuster quarterly outlook, with further upside still in play. According to Nikkei, the company expects April–June 2026 net profit (IFRS) to jump 48-fold year-on-year to ¥869 billion, sharply beating th...
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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...
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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...
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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...