Subject


NAND


2024-10-29

[News] Samsung Reportedly Plans 400-layer Vertical NAND by 2026, Targeting 1,000-layer NAND by 2030

As HBM has become a key battlefield for memory giants amid the AI wave, NAND chips with more layers, which are also ideal for high-capacity solid-state drives (SSDs) used in AI data centers, are in great demand as well. According to the latest report by the Korea Economic Daily, Samsung aims to intr...

2024-10-23

[Insights] Memory Spot Price Update: NAND Price Cuts Could Deepen as China’s Double 11 Nears

According to TrendForce's latest memory spot price trend report, regarding DRAM, spot prices for DDR5 products have finally stabilized this week as contract prices have room for further hikes. As for NAND flash, the story seems to be different as the wave of price slashes is only going to become eve...

2024-10-09

[Insights] Memory Spot Price Update: DRAM Spot Market Rebound Unlikely by Year-end

According to TrendForce's latest memory spot price trend report, regarding DRAM, trading volumes in the spot market continues to fall during China’s National Day Golden Week, while a rebound is unlikely before the year’s end. As for NAND flash, buyers’ reluctance towards procurement has furthe...

2024-10-02

[Insights] Memory Spot Price Update: China’s National Day Holiday and Low Restocking May Lead to DRAM Spot Price Decline

According to TrendForce’s latest memory spot price trend report, regarding DRAM, with China’s upcoming National Day holiday and the lack of restocking momentum, the spot market is expected to become quieter in the next two weeks, causing the spot prices continue to slide. As for NAND flash, anot...

2024-09-26

[News] Micron’s Upbeat Guidance Rebuts the “DRAM Winter” Rumor, with 12-hi HBM3E to Ramp in early 2025

Is the winter really coming for the memory sector? Despite an earlier report by Morgan Stanley warning of an AI bubble, U.S. memory giant Micron reveals a financial guidance that beats market expectations, projecting its fiscal first-quarter revenue to reach USD 8.7 billion, higher than an average a...

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