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NEWS TAGGED NAND
Thursday 26 February 2026
Samsung reportedly exits 2D NAND, converts Hwaseong Line 12 to 1c DRAM end fab
Samsung Electronics will halt 2D NAND flash production at its Hwaseong Line 12 and convert the facility into a 1c DRAM end fab, formally exiting planar NAND manufacturing and reallocating...
Thursday 26 February 2026
YMTC's ZhiTai brand rolls out SSD lineup in Taiwan amid tight memory supply

At a time when the global memory market is marked by tight supply and surging prices, ZhiTai, the consumer brand under China's YMTC, has...

Thursday 26 February 2026
Memory makers Team Group and Apacer post record profits as AI-driven demand lifts DRAM and NAND prices
Memory manufacturers Team Group and Apacer Technology reported record profits in 2025, driven by rising DRAM and NAND Flash prices and growing demand for high-capacity, high-bandwidth...
Thursday 26 February 2026
SK Hynix and Sandisk move to standardize HBF, shaking up AI memory ecosystem
SK Hynix and Sandisk have launched a consortium to standardize High Bandwidth Flash (HBF), positioning the technology as a next-generation memory layer for AI inference and heightening...
Wednesday 25 February 2026
SK Hynix signals seller's market as memory prices set to climb all year
SK Hynix, one of the world's top three memory chip makers, told investors on a recent Goldman Sachs conference call that the global memory market has fully shifted to a "seller's market,"...
Monday 23 February 2026
Kioxia sells out 2026 NAND capacity as AI demand tightens global memory supply
As the global memory market tightens under the weight of artificial intelligence (AI) demand, Japanese NAND flash maker Kioxia Holdings has emerged as one of the clearest beneficiaries...
Saturday 21 February 2026
Commentary: Samsung to reclaim the world's no.1 semiconductor position in 2026

Samsung Electronics and Intel have alternated for years as the world's largest semiconductor company. From 2011 to 2023, Samsung and Intel...

Tuesday 17 February 2026
Global memory chip shortage reportedly forces Sony PlayStation and other tech launches to delay
A global shortage of memory chips is beginning to reshape product launch timelines across the tech industry, impacting everything from smartphones and laptops to gaming consoles and...
Monday 16 February 2026
RAMmageddon? AI-driven memory shortage sends DRAM prices 'parabolic'

The global memory industry is facing its most severe supply crunch in more than a decade. DRAM and NAND prices are rising at record speed,...

Monday 16 February 2026
Apple reportedly agrees to double NAND prices from Kioxia, shifts to quarterly contract pricing

Apple has reportedly agreed to double the unit price it pays for NAND flash from Japan's Kioxia starting in the January–March quarter,...

Friday 13 February 2026
Why Applied says the AI boom is real—just waiting for more cleanrooms
Applied Materials used its fiscal first quarter 2026 earnings call to underscore that AI-related semiconductor demand is running ahead of earlier forecasts, with industry revenues...
Friday 13 February 2026
Winbond's two-year sell-out signals memory cycle shift and US$1.35bn capex push

Winbond Electronics is entering a powerful demand cycle, with tight supply conditions across DRAM, NOR flash, and SLC NAND extending beyond...

Friday 13 February 2026
Kioxia forecasts up to 77% operating profit surge on AI-driven NAND price rally
Driven by expanding memory demand from AI servers and rising average selling prices, Japan-based NAND flash and SSD maker Kioxia expects solid growth in fiscal year 2025 (April 2025-March...
Thursday 12 February 2026
Micron begins high-volume HBM4 shipments as supply stays tight and capex rises
Micron Technology has begun high-volume production and customer shipments of its next-generation HBM4 memory, ramping volumes earlier than expected amid tight industry supply, CFO...
Tuesday 10 February 2026
Phison CEO meets India's Modi to boost NAND, edge AI strategies
Phison Electronics CEO Khein-seng Pua met with Indian Prime Minister Narendra Modi on February 8, 2026, to discuss leveraging their respective strengths to advance the deployment of...