Subject


NAND


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...

2025-11-12

[Insights] Memory Spot Price Update: DRAM Chip Spot Prices Surpass Modules, Signaling Imminent Surge

According to TrendForce's latest memory spot price trend report, regarding DRAM, while DDR4 and DDR5 spot prices have been climbing due to sellers holding back, quotes for DRAM chips have already surpassed module quotes, signaling a likely short-term surge in module prices. Meanwhile, in NAND, 512Gb...

2025-11-11

[News] SK hynix Reportedly Eyes 321-Layer QLC NAND in 2H26; Future of Solidigm IPO Uncertain

As SK hynix takes the lead in the HBM4 era, the memory powerhouse is reportedly accelerating its push into NAND—a segment long considered secondary. DealSite reports that the company plans to start shipping 321-layer Quad-Level Cell (QLC) NAND products in the second half of 2026 and significantly ...

2025-11-11

[News] Memory Price Surge: Macronix NOR Flash Reportedly +30% in 1Q26, SanDisk NAND Up in Nov.

As the memory supersycle accelerates, the latest wave of price increases has spread from DRAM to other segments, with major suppliers reporting sold-out orders and aggressive price adjustments. Taiwan’s Macronix, according to the Economic Daily News, is said to be preparing a 30% price hike for NO...

2025-11-05

[Insights] Memory Spot Price Update: DRAM Buyers Rush In as DDR5 Spot Prices Jump 30% Amid Tight Supply

According to TrendForce's latest memory spot price trend report, regarding DRAM, buyers are snapping up quotes immediately, sending spot prices soaring. DDR5 chips have surged 30% this week, as overall supply remains tight and major module houses like Kingston continue to limit shipments. Meanwhile,...

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