Insights
According to TrendForce's latest memory spot price trend report, regarding DRAM, rising DDR4/DDR5 prices and challenges in passing on costs have stalled factory procurement, leaving spot market transactions stagnant, yet quotations stay elevated amid ongoing supply shortages. Meanwhile, in NAND, spo...
News
While memory chipmakers have emerged as the first clear winners of the AI demand surge, the ripple effects are now spreading further down the hardware supply chain, lifting storage-focused players like Seagate and Western Digital. Reuters reported that Seagate on Tuesday forecast third-quarter reven...
News
As global memory demand outstrips supply, memory giants are racing to expand—Micron among the most aggressive as 2026 kicks off. According to Reuters, the U.S. chipmaker is set to announce a new investment in Singapore to boost memory chip production, with at least part targeting NAND flash—a ra...
News
Ahead of Samsung and SK hynix’s January 29 earnings calls, a fresh wave of memory price hikes is sweeping the market, potentially giving a boost to their results. South Korean media The Elec and ETNews report that Samsung’s consumer DRAM and SSD prices have nearly doubled—or even tripled—ove...
News
Memory giants are treading carefully on NAND capacity expansion and phasing out older products like MLC (Multi-Level Cell), while doubling down on advanced technologies. Notably, at the San Francisco 2025 IEDM conference in December, SK hynix unveiled its cutting-edge 5-bit NAND flash, claiming read...