Subject


NAND


2025-12-18

[News] Micron Reveals Three Culprits Behind Memory Crunch—and Why It Won’t Ease Soon

At its December 18 earnings call, Micron reportedly acknowledged that it is currently able to meet only around 55%–60% of core customer demand, while warning that the memory supply crunch is likely to persist beyond 2026. Here’s a closer look at the factors driving the tight supply, the ripple e...

2025-12-17

[News] Kingston Warns NAND Prices Have Surged 246% Since Early 2025, Signals More Price Hikes Ahead

Amid a global memory price surge driven by tight supply, another major module maker is warning of imminent price hikes. Citing remarks from Kingston Datacenter SSD Business Manager Cameron Crandall, Tom’s Hardware and TechPowerUp report that NAND prices—already up 246% since 1Q25—are likely to...

2025-12-16

[News] Samsung Reportedly Denies Plans to Halt Consumer SATA III SSDs Amid Tight NAND Supply

The memory shortage continues as brands shift resources toward higher-value products. According to TechPowerUp, sources say Samsung is considering suspending its consumer SATA III SSD production amid tightening NAND flash supply, though the company says it currently has no such plans, as Wccftech in...

2025-12-12

[News] Kioxia Reportedly to Make 332-Layer 10th-Gen NAND at Kitakami in 2026, Repurposing Existing Fab

Japan’s Kioxia is making a strategic push at a time when major memory makers remain cautious about expanding NAND capacity. According to Nikkei, as cited by MoneyDJ, the company plans to begin mass production of its 10th-generation NAND at its Kitakami plant in Iwate Prefecture in 2026—aiming sq...

2025-12-11

[News] SK hynix Reportedly Aims 100 Million IOPS with AI-NAND by 2027 in Collaboration with NVIDIA

2027 is shaping up to be a pivotal year for SK hynix's next-generation NAND ambitions. The company is accelerating its next-generation AI NAND development by teaming up with NVIDIA, aiming to deliver storage performance up to 30 times faster than current enterprise SSDs by 2027, according to ZDNet. ...

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