Subject


NAND


2025-12-03

[News] SanDisk, Samsung Reportedly Delay NAND Delivery, Hitting Transcend with 50–100% Price Spike

With memory supply extremely tight, mid- to small-size module makers are being hit by delivery delays and sharp price spikes. A customer notice shared by tipster Jukan on X shows Transcend was abruptly informed by key NAND suppliers—SanDisk and Samsung—that upcoming shipments are being pushed ba...

2025-12-03

[Insights] Memory Spot Price Update: NAND Prices Adjusted Daily as Sellers Renege on Deals

According to TrendForce's latest memory spot price trend report, regarding DRAM, DDR4 quotes remain above DDR5, and despite already-high spot rates, there’s no sign of a drop. Meanwhile, in NAND, some sellers chasing higher profits are reneging on previously confirmed deals, risking their reputati...

2025-11-28

[News] U.S., Japan Rumored Mulling Joint NAND Fab, with Kioxia, SanDisk Likely In

As hyperscalers accelerate data-center buildouts and booming HBM demand tightens memory capacity—sending prices soaring—the industry is reportedly eyeing a cross-border move. Citing Nikkan Kogyo Shimbun, the Commercial Times reports that Japan and the U.S. are considering a public–private plan...

2025-11-20

[News] NAND Flash Prices Likely to Jump Double Digits in Q1, as Makers Reportedly Hike in Turns

With leading memory firms reportedly slowing NAND production expansion in the second half of 2025, prices are climbing sharply on tight supply. Commercial Times, citing industry sources, reports that NAND makers are taking turns raising prices in a steady, ongoing pattern, with NAND prices in the fi...

2025-11-19

[Insights] Memory Spot Price Update: DDR5 Prices Up 307% Since September as Module Costs Poised to Surge

According to TrendForce's latest memory spot price trend report, regarding DRAM, from the start of September to the present, the spot price of DDR4 1Gx8 chips has experienced sequential increases reaching 158%, while the spot price of DDR5 2Gx8 chips has experienced sequential increases reaching 307...

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