Subject


SanDisk


2025-12-22

[News] Micron, SanDisk Reportedly Turn to PSMC to Fast-Track Memory Output Amid Tight Supply

Rising memory prices are pushing major manufacturers to seek additional capacity. According to Economic Daily News, sources say Micron is in talks with Powerchip Semiconductor Manufacturing Corporation (PSMC) to produce memory at the company’s newly completed Tongluo fab in Miaoli, Taiwan, which s...

2025-12-03

[News] SanDisk, Samsung Reportedly Delay NAND Delivery, Hitting Transcend with 50–100% Price Spike

With memory supply extremely tight, mid- to small-size module makers are being hit by delivery delays and sharp price spikes. A customer notice shared by tipster Jukan on X shows Transcend was abruptly informed by key NAND suppliers—SanDisk and Samsung—that upcoming shipments are being pushed ba...

2025-12-01

[News] TechFuture Awards 2025 Winners Announced —Driving Innovation and Shaping Intelligent Future

On November 27, TrendForce successfully hosted the “2026 Top 10 Technology Market Trends & TechFuture Awards 2025,” on which it unveiled annual outlook for wafer foundry, memory, AI server, compound semiconductor, energy storage, AI robotics and other core technology sectors, providing forwa...

2025-11-28

[News] U.S., Japan Rumored Mulling Joint NAND Fab, with Kioxia, SanDisk Likely In

As hyperscalers accelerate data-center buildouts and booming HBM demand tightens memory capacity—sending prices soaring—the industry is reportedly eyeing a cross-border move. Citing Nikkan Kogyo Shimbun, the Commercial Times reports that Japan and the U.S. are considering a public–private plan...

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...

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