News tagged NAND at DIGITIMES

NEWS TAGGED NAND

Friday 1 May 2026

Macronix eyes steady growth from 1Q26 amid eMMC supply gap

Memory maker Macronix (MXIC) is emerging from an operational slump in the first quarter of 2026, driven by explosive revenue growth in embedded multi-media cards (eMMCs) as major global...

Friday 1 May 2026

SanDisk 3Q26: AI demand lifts NAND, long-term deals reshape profit model

SanDisk's fiscal 3Q26 results point to a decisive shift in the NAND industry, with AI-driven data center demand lifting both performance and pricing, while new long-term supply agreements...

Tuesday 28 April 2026

Macronix returns to profit in 1Q26, citing tighter supply and higher memory prices

Macronix's return to profitability in the first quarter of 2026 signals supply constraints and stronger memory pricing, with implications for global flash markets and customer supply...

Tuesday 28 April 2026

AI lifts memory: SK Hynix hits 72% margin as Samsung nears 70%

SK Hynix reported record results for the first quarter of 2026, with operating margin reaching about 72% — among the highest globally — as artificial intelligence (AI)-driven...

Thursday 23 April 2026

SK Hynix to shift over half of NAND output to 321-layer chips

SK Hynix said it plans to expand production of its latest 321-layer NAND chips, as demand for AI applications leads to increased adoption of high-capacity enterprise storage.

Thursday 23 April 2026

Samsung and SK Hynix race to upgrade China chip plants as NAND demand surges

As the artificial intelligence boom reshapes global computing demand, the memory chip industry is entering a new phase of strain and restructuring — one in which both DRAM and...

Thursday 23 April 2026

Lam Research signals sustained AI-driven momentum as WFE outlook improves

Lam Research delivered a strong start to 2026, with first-quarter 2026 results exceeding expectations and reinforcing confidence in a semiconductor upcycle increasingly shaped by artificial...

Thursday 23 April 2026

DRAM and NAND recovery drive Lam Research outlook, AI demand strengthens equipment cycle

Analysts say Lam Research is entering a stronger-than-expected growth phase, with rising demand from DRAM and NAND customers emerging as key drivers of revenue expansion alongside...

Thursday 23 April 2026

SK Hynix hits 72% operating margin in Q1, doubling profit quarter-on-quarter

SK Hynix reported its strongest quarterly results on record in the first quarter of 2026, with revenue of 52.58 trillion won (approximately US$37.9 billion), operating profit of 37.61...

Wednesday 22 April 2026

Japan earthquake intensifies Kioxia supply concerns as SanDisk, Phison halt NAND pricing

A strong earthquake struck Japan's Tohoku region on the evening of April 20, 2026, near a critical semiconductor hub, raising global memory supply chain alarms. The quake's epicenter...

Tuesday 21 April 2026

Samsung plans NAND expansion at P5 on AI-driven price gains

Surging demand for NAND flash, fuelled by artificial intelligence workloads and data centre expansion, is pushing memory makers into a new investment cycle, with Samsung Electronics...

Monday 20 April 2026

As 2D NAND fades, UMC faces steep hurdles to enter a shrinking market

The global retreat from 2D NAND flash production is no longer a possibility but an emerging certainty. As major memory makers exit the segment,...

Thursday 16 April 2026

YMTC to ramp Wuhan fab in 2026, new capacity unlikely before 2028, oversupply risks seen limited

China-based Yangtze Memory Technologies Corp (YMTC) is advancing an aggressive expansion plan that could become the world's third-largest...

Tuesday 14 April 2026

AI infrastructure boom triggers NAND shortage, memory profits seen rising 2–3x, Silicon Motion says

Silicon Motion's president, Wallace Kou, said the memory industry is undergoing an irreversible structural shift driven by AI infrastructure growth. Since August 2025, NAND flash prices...

Tuesday 14 April 2026

Phison eyes US$1.4B fundraising to tackle severe NAND shortage in 4Q26

Phison Electronics founder and CEO Pua Khein-Seng warned that the current NAND Flash shortage will worsen significantly in the second half of 2026, with an acute supply crunch expected...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook