Subject


NAND


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...

2025-11-17

[News] Memory Crunch Ripples Across Chip Supply Chain: SMIC, NVIDIA, Device Makers Feel the Hit

As the global AI data-center race drains memory supply, major chipmakers are moving fast — and the shockwaves are spreading. Notably, Reuters reported last Friday that Samsung has quietly raised prices on select memory chips by as much as 60% from September. But the scope of this memory supercycle...

2025-11-13

[News] NAND Giants Reportedly Cut Output in 2H25 as Prices Surge; Samsung Mulls 20–30% Hike in 2026

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...

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