Subject


NAND


2026-06-01

[News] Japan–U.S. NAND Alliance Steps Up Investment as Kioxia–SanDisk Capex Reportedly Rises 40% YoY

As South Korea’s memory giants shift focus toward 1c DRAM capacity expansion amid surging demand, Global Economic, citing German tech outlet ComputerBase, reports that the Kioxia–SanDisk alliance is moving fast to reassert its position in the NAND market, capitalizing on an investment gap as Sam...

2026-05-25

[News] Samsung Reportedly Begins V-NAND Infrastructure Build-Out in Xi’an Following V8 Ramp-Up and V6 Phase-Out

Memory giants are focusing on process transitions rather than simply pursuing aggressive capacity expansion, as they accelerate the phase-out of legacy products and shift toward more advanced NAND offerings. According to Sisa Journal, Samsung, after beginning 8th-generation V-NAND (V8) production in...

2026-05-20

[Insights] Memory Spot Price Update: DDR5 Spots Strengthen on Branded Demand and Higher Bids, DDR4 Weakens

According to TrendForce’s latest memory spot price trend report, in terms of DRAM, DDR5 spot market remained active, with notable inquiries for branded chips, while DDR4 activity stayed subdued. In the NAND flash segment, higher-than-expected 2Q26 contract settlements have provided support to spot...

2026-05-13

[Insights] Memory Spot Price Update: DRAM Spot Market Strengthens Post-Holiday as DDR4 Leads Demand

According to TrendForce’s latest memory spot price trend report, in terms of DRAM, overall trading conditions improve following holidays in certain regions, with demand concentrated on DRAM suppliers’ DDR4 512x16 and 1Gx16 chips. In the NAND flash segment, the spot market carries on from last we...

2026-05-06

[Insights] Memory Spot Price Update: Buying Interest Stays Focused on DDR5 as Mainstream DDR4 Edges Down 0.25%

According to TrendForce’s latest memory spot price trend report, in terms of DRAM, buying interest remained concentrated on suppliers’ DDR5 chips, while mainstream DDR4 pricing largely moved sideways, with DDR4 1Gx8 3200MT/s chips edging down 0.25% this week. In the NAND flash segment, spot mark...

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