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NEWS TAGGED NAND
Friday 22 August 2025
eMMC shortage fuels rivalry between Macronix and Winbond in auto flash market
As NAND leaders recalibrate production allocation, Taiwan's Winbond Electronics and Macronix International are doubling down on specialized segments. Both are expanding their presence...
Monday 18 August 2025
Phison profit drops on currency losses as NAND prices rise, CEO flags 2026 supply concerns
Phison Electronics reported a sharp decline in second-quarter 2025 profit as steep exchange-rate fluctuations eroded earnings, even as revenue climbed on stronger NAND pricing. Net...
Wednesday 13 August 2025
Micron walks away from China's mobile NAND market, opening doors for rivals
Micron Technology is retreating from the mobile NAND flash market and cutting its China footprint, a shift set to benefit Samsung Electronics and Yangtze Memory Technologies Co. (YMTC)...
Tuesday 12 August 2025
Micron reportedly trims China workforce, focusing on R&D and support functions
Micron Technology has reportedly launched a new round of layoffs in its China operations, starting August 11, 2025, affecting embedded research and development, testing, and technical...
Tuesday 12 August 2025
Samsung DDR4 EOL uncertainty clears, tariffs threaten 2H25 momentum
Contract prices for memory chips have strengthened in the third quarter of 2025, but rumors have swirled surrounding Samsung Electronics slowing down the end-of-life (EOL) for DDR4...
Monday 11 August 2025
Kioxia net profit drops 74% annually in 2Q25 due to slow NAND flash market recovery
Kioxia announced a substantial drop in revenue and profits for the second quarter of 2025, primarily driven by sluggish sales of NAND flash memory for smartphones and PCs, as well...
Monday 11 August 2025
Phison Electronics reports record July revenue despite substrate shortage
Phison Electronics announced consolidated revenue of NT$5.688 billion (approx. US$191 million) for July 2025, representing a 21% increase compared to July 2024 and setting a new high...
Saturday 9 August 2025
Winbond signals start of 2-year DRAM growth cycle as DDR4 supply tightens
Winbond Electronics said its core memory operations are improving despite foreign exchange-related losses widening its bottom line. DDR3 and DDR4 prices have been rising since June...
Friday 8 August 2025
Samsung revives Z-NAND after 7 years to supercharge AI with 15x speed gains

Samsung Electronics is reviving its Z-NAND memory technology after a seven-year hiatus, positioning it as a high-performance solution...

Friday 8 August 2025
DDR4 price rally stalls as market shifts toward DDR5
Spot market prices for DDR4 memory, which soared during the second quarter of 2025, have begun to lose steam in the third quarter as demand from end customers shows signs of coolin...
Friday 8 August 2025
Macronix launches eMMC solutions to fill MLC NAND shortage
As major memory manufacturers, including Samsung Electronics, exit legacy process products, Macronix to expected to benefit by filling the supply gap in the MLC market.
Thursday 7 August 2025
Micron launches AI-focused SSD line featuring world's first Gen6 NVMe drive
Micron Technology has launched three data center SSDs aimed at the AI application market, featuring 232-layer stacked G9 NAND technology and introducing the world's first PCIe Gen6...
Friday 1 August 2025
Macronix hit by forex losses in 2Q but stays on course for 2025 profitability
Macronix International reported a wider second-quarter 2025 loss, citing seasonal weakness and significant forex losses from the sharp appreciation of the New Taiwan dollar. President...
Thursday 31 July 2025
Samsung sees memory rebound, eyes HBM3E growth and 3Q25 price surge
Samsung Electronics experienced a rebound in its memory business during the second quarter of 2025, driven by AI-led demand and rising legacy DRAM prices. The company expects further...
Tuesday 29 July 2025
Phison warns of BT substrate shortages, partial supply constraints expected from August 2025
As raw materials for IC substrates face shortages, the supply of BT substrates continues to tighten. This has led to material shortages in flash and SSD packaging ICs. Phison CEO...