While memory giants are reportedly raising DRAM prices by up to 30% in Q4 on strong HBM demand, NAND flash is proving to be just as hot a commodity. According to New Daily, Samsung, SK hynix, and Kioxia are running their SSD production lines at full capacity, with some models now facing delivery del...

Following SanDisk’s 10% NAND price hike and Micron’s week-long pricing freeze, Western Digital has become the third company to act, notifying customers that it will gradually raise prices on all HDD products effective immediately, according to industry sources. According to the notice spotted...

As global data center deployments accelerate, cloud giants are shifting their demand from training AI to inference AI, driving sustained growth in high-capacity memory requirements and causing memory supply constraints to migrate from DRAM to NAND. Supply chain sources reveal that following SanDisk'...

While HBM rides the AI boom with DRAM giants Samsung and SK hynix accelerating the HBM4 rollout, NAND is set to follow suit. According to Nikkei, Japan’s Kioxia, in partnership with NVIDIA, plans to commercialize SSDs by 2027 with nearly 100x faster read speeds than current models. The report h...

As 2025 begins, among the three major end-application markets for memory, the recovery momentum for mobile phones and laptops remains weak. Meanwhile, servers, driven by the strong demand for AI continue to grow steadily, which is expected to further drive semiconductor development. AI presents n...