Subject


NAND


2024-07-05

[News] Kioxia Ends Production Cuts, Signaling Potential Downturn in NAND Flash Market?

The memory market is showing signs of recovery, with Japanese NAND giant Kioxia ending its production cut for NAND Flash at the end of June this year. The company's Yokkaichi Plant and Kitakami Plant have resumed full production capacity. However, this move could influence the overall NAND market, i...

2024-07-05

[News] Samsung Anticipates Q2 Profit to Soar on AI Demand with a 15-fold Increase

Thanks to the rebound in memory chip demand amid accelerated global AI development, Samsung Electronics reported its strongest sales and profit growth in years. According to its financial guidance announced on July 5th, the semiconductor giant projects its operating profit to grow more than 15-fold ...

2024-07-03

[Insights] Memory Spot Price Update: DRAM Spot Price Finally Rises as Supply Tightens

According to TrendForce's latest memory spot price trend report, the spot price of DRAM has finally seen a slight raise as supply for DDR4 and DDR5 tightens. Samsung has allocated more of its 1alpha nm production capacity to the manufacturing of HBM products, which leads to DDR5’s price increase. ...

2024-06-27

[News] Samsung Reportedly to Raise Memory Price by 15-20% in Q3, Boosting Second Half Performance

According to a report from South Korean media Maeil Business Newspaper, Samsung Electronics plans to raise prices for server DRAM and enterprise NAND flash by 15% to 20% in the third quarter due to surging demand for artificial intelligence (AI). This move is expected to improve the company's perfor...

2024-06-26

[Insights] Memory Spot Price Update: DRAM Remains Weak Despite Samsung’s Capacity Shift to HBM

According to TrendForce's latest memory spot price trend report, the spot price of DRAM remains weak, as Samsung’s reallocation of its D1A process to the manufacturing of HBM products did little help. As for NAND flash, overall transactions are also sitting on the enervated end due to weakening m...

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