Ahead of Samsung and SK hynix’s earnings calls, Micron’s $24 billion Singapore investment is drawing attention, signaling a renewed industry focus on NAND. EE Times reports that as AI workloads shifted from training to inference, SSDs powered by NAND are widely deployed in AI data centers, a tre...

As AI workloads continue to grow, high-bandwidth flash (HBF) is gaining momentum, with experts forecasting earlier-than-expected commercialization. According to Sisa Journal, KAIST professor Joungho Kim—widely regarded as the “father of HBM”—indicates that Samsung Electronics and SanDisk pla...

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...

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...

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...