News tagged NAND at DIGITIMES

NEWS TAGGED NAND

Friday 7 August 2026

SK Hynix commits US$39 billion to new Yongin and Cheongju fabs as AI memory demand builds

SK Hynix has approved roughly KRW54 trillion (approx. US$39 billion) in new fab construction across two domestic sites, allocating KRW35.2 trillion to a second Yongin fab and KRW19.1...

Friday 7 August 2026

SK Hynix's Solidigm weighs up to US$7 billion in pre-IPO funding

Solidigm, SK Hynix's US NAND and enterprise storage unit, is weighing a pre-IPO funding round of KRW5 trillion to KRW10 trillion, roughly US$3.5 billion to US$7 billion,...

Friday 7 August 2026

Huawei's Richard Yu warns of smartphone price hikes as memory costs soar

Huawei executive director and Consumer Business Group chairman Richard Yu warned on August 5 that sharply rising memory costs could trigger widespread smartphone price increases, saying...

Thursday 6 August 2026

Sandisk leans on multi-year supply deals as it bets on AI-driven NAND supercycle

Sandisk closed its fiscal 2026 with record revenue, gross margin, and earnings per share. Still, the bigger story for investors is how much of the company's future business is now...

Thursday 6 August 2026

Sandisk's data center pivot drives record quarter as AI-fueled NAND shortage reshapes storage market

Sandisk reported fiscal fourth-quarter and full-year 2026 results on August 5 that underscore how thoroughly artificial intelligence (AI) demand has reshaped the NAND flash memory...

Thursday 6 August 2026

DRAM price surge lifts Samsung and Micron as SK Hynix loses share

Samsung Electronics and Micron Technology are benefiting more strongly from rising conventional DRAM and NAND prices than SK Hynix, whose focus on high-bandwidth memory (HBM) has slowed...

Wednesday 5 August 2026

Samsung previews zHBM stacked-on-logic concept, 400-layer bonded NAND at FMS 2026

Samsung Electronics used the Future of Memory and Storage (FMS) 2026 conference to lay out an AI memory roadmap built around 3D architecture, previewing two concept models —...

Tuesday 4 August 2026

SK Hynix, Sandisk release first HBF specs with up to 512GB and 3TB/s bandwidth

SK Hynix and Sandisk released the first standard specifications for High Bandwidth Flash (HBF) on August 4, defining a NAND-based memory technology with a capacity of up to 512GB and...

Tuesday 4 August 2026

2027 memory capacity reportedly sold out as buyers quietly lock in supply

Tight memory supply is expected to persist into 2027, with industry sources saying manufacturers have already completed much of their...

Tuesday 4 August 2026

SK hynix Unveils First HBF Standard Specifications with Sandisk

SK hynix Inc. (or "the company", www.skhynix.com) announced today in collaboration with Sandisk that it has unveiled the first standard specifications for High Bandwidth...

Tuesday 4 August 2026

YMTC rejects patent-loss claims in global 3D NAND clash with Micron

Yangtze Memory Technologies Corp. (YMTC) has rejected claims that the US Patent and Trademark Office (USPTO) invalidated all 19 claims of a core 3D NAND patent, calling the reports...

Monday 3 August 2026

Memory makers lift capex as Kioxia holds spending to defend NAND lead

Major memory suppliers are increasing capital spending as AI-related demand from U.S. technology companies accelerates, but Kioxia is keeping investment comparatively tight. According...

Saturday 1 August 2026

Silicon Motion posts record Q2 revenue and 2026 sales growth over 100%

NAND controller maker Silicon Motion Technology reported record second-quarter 2026 revenue of US$451 million, up 32% quarter-on-quarter and 127% from a year earlier, as profit and...

Friday 31 July 2026

Samsung boosts Hwaseong DRAM capacity as it converts older NAND lines

Samsung Electronics completed the shutdown and equipment transfer of an older NAND flash wafer fab at its Hwaseong campus in South Korea and is expanding DRAM production at the site...

Thursday 30 July 2026

Samsung signs five-year memory deals as chip shortage stretches to 2028

Samsung Electronics has signed five-year memory supply agreements with five leading global data center customers and is in the final stages of talks with five more, tying a growing...

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Jul 30, 08:00

EDOM Accelerates Edge AI Deployment with NVIDIA Technologies

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