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NEWS TAGGED NAND
Friday 21 March 2025
Micron to pass on tariff costs to US customers
Micron's strong second-quarter earnings, driven by surging data center and HBM demand, signal a memory market recovery. Exceeding revenue estimates and forecasting continued growth,...
Monday 17 March 2025
NAND flash prices set to rebound as Micron and YMTC hike rates due to tight supply conditions
Following SanDisk announcing a price rise effective in April, reports suggest that Micron, Samsung Electronics, SK Hynix, and Yangtze Memory Technology Corp (YMTC) will also hike...
Saturday 15 March 2025
Phison upbeat about UFS QLC NAND penetration in mobile devices
As QLC NAND technology is rapidly penetrating the market, NAND controller chip vendor Phison Electronics expects UFS QLC to become the mainstream storage spec for mobile devices,...
Thursday 13 March 2025
QLC era to arrive early; overall memory prices set to rise in 3Q25
AI development has become the key growth driver for NAND flash storage applications, leading to a significant surge in computing power and "storage capacity." According to Tai Wei,...
Thursday 13 March 2025
NAND supply to fall short in 2H25, says Kioxia
Despite the relatively stagnant demand for mobile phones and PCs in the first half of 2025, Kioxia, the leader in NAND flash, anticipates that overall NAND shipments in 2025 will...
Wednesday 12 March 2025
Deepseek fuels China's AI boom, driving SSD demand, says DapuStor chairman
Deepseek's rapid adoption is accelerating AI application growth in China, fueling demand for enterprise-grade SSDs. DapuStor Chairman Yafei Yang said AI all-in-one machines are lowering...
Wednesday 12 March 2025
NAND production cuts impact persist: Phison expects price increases to last until 3Q25
NAND flash controller chip supplier Phison forecasts that the first quarter will be the low point for annual revenue. As manufacturers successfully adjust prices and DeepSeek drives...
Tuesday 11 March 2025
Memory industry eyes rebound amid SanDisk, Adata price hikes
The memory market is showing early signs of recovery, with supply chain conditions stabilizing and manufacturers pushing through price hikes. SanDisk, recently spun off from Western...
Wednesday 5 March 2025
Memory prices rise amid tariff concerns, potentially benefiting Taiwanese manufacturers
The memory industry observes that advance stockpiling in response to tariffs began before the Lunar New Year. Under the pressure of future tariff increases, Chinese memory module...
Wednesday 26 February 2025
YMTC's hybrid bonding patents: is Samsung losing ground in 400+ layer 3D NAND?
South Korea's NAND flash leaders, Samsung and SK Hynix, face a potential threat as Yangtze Memory Technologies Corp. (YMTC) takes the lead in hybrid bonding for 400+ layer 3D NAND...
Wednesday 26 February 2025
Samsung signs licensing agreement with YMTC for Hybrid Bonding tech
Samsung Electronics has reportedly signed a patent licensing agreement with Chinese NAND Flash manufacturer Yangtze Memory Technology Corp (YMTC) to license its Hybrid Bonding technology...
Wednesday 26 February 2025
SK Hynix to finalize Intel NAND takeover in March, cementing eSSD leadership
SK Hynix will finalize its acquisition of Intel's NAND flash business, now rebranded as Solidigm, in March 2025. This strategic move strengthens its enterprise SSD (eSSD) market position...
Monday 24 February 2025
Apacer forecasts NAND and DRAM price rebound by 2Q25 amidst shifting market dynamics
Apacer CEO C.K. Chang believes that the drop in NAND Flash and DRAM prices is almost over, with little room for further declines. Prices are expected to rise in the second quarter,...
Friday 21 February 2025
UFS integrated with QLC NAND to penetrate mobile phone market
In recent years, Quad-Level Cell (QLC) NAND has gradually penetrated mainstream applications such as PCs and enterprise-level storage, but it has yet to make substantial inroads into...
Thursday 20 February 2025
Kioxia unveils 332-layer NAND flash, redefining speed and efficiency
Japanese NAND Flash manufacturer Kioxia unveiled its latest advancement in NAND flash memory technology on February 20, featuring an impressive increase to 332 layers, up from the...