Subject


NAND Flash


2023-10-25

[Insights] DRAM Spot Price Stall to rise; the Increase in NAND Flash is Limited in Late October

DRAM Spot Market The price trend in the spot market has diverged slightly compared with the price trend in the contract price. Spot prices of DRAM chips and modules rose successively over the previous several weeks. However, the upward momentum has lost steam in recent days due to a lack of chann...

2023-10-17

[News] Updates: Kioxia and Western Digital’s NAND Flash Progress towards Merger

As reported by multiple Japanese media, including Kyodo News, Nikkei, and Asahi Shimbun on the 13th and 14th of this month, negotiations for the merger between NAND flash memory giants Kioxia and Western Digital have reportedly reached the final stages. There is a high likelihood that a merger agree...

2023-10-09

[News] 1γ DRAM, 321-layer NAND! Ongoing Competition among Major DRAM Manufacturers

Despite facing economic challenges and the impact of high inflation, the flash memory market finds itself in a challenging period. Nevertheless, major DRAM manufacturers continue the pursuit of advanced technology. For DRAM chips, advanced manufacturing processes mean improved energy efficiency, ...

2023-09-27

NAND Flash Spot Prices Surge, DRAM Demand Stalls, Spot Prices Remain Volatile in Late September

DRAM Spot Market In the spot market, prices have been rising noticeably in the recent period, and demand has also rebounded marginally. Also, because the supply of rebelled used chips has shrunk slightly, price hikes have been most significant for chips belonging to the bottom of the price range....

2023-09-26

[News] Major Production Cuts and Inventory Clearance Fuel Q4 Memory Price Optimism

According to Taiwan's TechNews, with the ongoing reduction in production by major memory manufacturers and the visible benefits of inventory clearance in the market, NAND Flash prices are beginning to rebound, and DRAM prices are expected to follow suit. This signals a ray of hope for memory manufac...

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