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NEWS TAGGED NAND
Thursday 19 March 2026
Micron forecasts record revenue as memory supply tightens

Micron Technology projected record third-quarter revenue after posting a sharp rise in fiscal second-quarter results, as artificial intelligence...

Tuesday 17 March 2026
eMMC shortage sends NAND prices soaring, with further gains ahead
Supply disruptions in low-capacity eMMC are driving sharp price increases for SLC and MLC NAND as major global memory manufacturers exit older production nodes. Contract prices for...
Monday 16 March 2026
DRAM prices surge 180% as HBM competition shifts to profitability
DRAM and NAND flash prices have soared by as much as 180% since the Lunar New Year, amid worsening memory chip supply shortages that are expected to persist at least until late 2027...
Monday 16 March 2026
Weekly news roundup: Memory crunch, AI supply chains, new manufacturing hubs
Below are the most-read DIGITIMES stories from the week of Mar 9-15, 2026:
Tuesday 10 March 2026
HPE sees surging AI orders and pull-forward, while memory shortages force pricing and supply strategies
Hewlett Packard Enterprise (HPE) reported a strong fiscal first quarter with surging AI orders that outpaced revenue, while rising DRAM and NAND costs and constrained memory supply...
Tuesday 10 March 2026
Phison says NAND prices jumped 50% overnight as supply crunch continues
NAND flash prices have surged amid tightening supply, with some manufacturers raising quotations by as much as 50% overnight, according to Phison Electronics CEO Khein-seng Pua.
Sunday 8 March 2026
Adata chairman expects NAND price surge in 2H26
Memory module giant Adata reported record-high operations in 2025, with chairman Simon Chen forecasting a strong memory market throughout 2026. He highlighted that upstream manufacturers'...
Sunday 8 March 2026
Phison rides AI wave to record profits; foresees explosive growth through 2026

Phison Electronics Corp. (TPEX: 8299), a global leader in NAND flash controllers and storage solutions, has reported a blockbuster fourth quarter...

Friday 6 March 2026
South Korean Academia: NAND scaling nears ceiling; China seen closing gap
The rapid expansion of artificial intelligence is driving strong growth in the memory market. Compared with DRAM, which still has room for structural innovation, NAND flash has largely...
Thursday 5 March 2026
Memory spot prices surge, straining procurement capital and risking industry cycle instability
The global memory market faces a widening supply-demand gap as manufacturers wield strong pricing power and limit spot-market supply, driving rapid spot-price increases that intensify...
Monday 2 March 2026
Insight: Memory shortage tightens grip on smartphone market as prices near tipping point
The memory market is no longer just a component story — it is becoming a fault line running through the entire tech industry. As AI infrastructure buildout accelerates, cloud...
Sunday 1 March 2026
Exclusive: Phison shifts to prepayments as NAND prices hike 500%

NAND prices continue to climb, and supply remains tight. NAND controller supplier Phison Electronics has notified customers that it will...

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...