Please note that this article cites information from Reuters, Nikkei, Economic Daily News, Commercial Times, EBN News and Nanya Technology. The memory market may be moving beyond a “zero-sum” game. Following Micron’s acquisition of PSMC’s fab to expand DRAM capacity in early 2026, collabo...

Following the lead of major NAND players like Sandisk, Taiwanese NAND Flash controller maker Phison Technology informed customers in late February of updated payment terms, requiring either prepayment or shorter payment cycles, according to Commercial Times and ijiwei. The company, according to t...

As the AI industry shifts from model training toward inference — existing memory architectures are increasingly reaching their limits, positioning HBF (High Bandwidth Flash) as a key next-generation solution. Marking a major step forward, SK hynix and Sandisk jointly hosted the “HBF Spec. Standa...

While Samsung and SK hynix’s freshly announced record 4Q25 results, NAND giant SanDisk emerges as another major beneficiary amid the AI boom. According to Barron’s, for the December quarter, SanDisk delivered a clear earnings beat, posting adjusted EPS of US$6.20, far above Wall Street’s US$3....

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...