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    ASML and Applied Materials enter advanced packaging, challenging South Korea's HBM edge
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    NEWS TAGGED NAND
    Thursday 22 January 2026
    Kioxia warns of tight NAND supply through 2027

    Kioxia, the world's third-largest manufacturer of NAND flash memory, has largely exhausted its production capacity for the current year...

    Monday 19 January 2026
    SSD controllers face five challenges as NAND shortage drives sky-high prices
    NAND flash prices have increased dramatically. Supply and demand are unlikely to ease this year as AI technology giants and large cloud service providers (CSPs) aggressively purchase...
    Saturday 17 January 2026
    NAND makers hike prices up to 100%, squeezing low-end consumer drives
    The large-scale deployment of artificial intelligence servers has driven a sharp increase in demand for mass storage, with market sources saying NAND flash contract prices for the...
    Friday 16 January 2026
    Samsung to lift DRAM output 5% in 2026 as supply tightness persists
    Samsung Electronics is expected to increase DRAM production by about 5% this year, but the expansion is unlikely to ease the global supply shortage as demand continues to outpace available...
    Friday 16 January 2026
    Phison, Infinitix build enterprise AI infrastructure stack

    Demand for high-performance compute and storage for AI training and inference continues to climb. Phison has partnered with AI infrastructure...

    Wednesday 14 January 2026
    SK Hynix reportedly trims consumer memory, shifts focus to servers

    Surging demand for AI hardware is prompting memory makers to reassess their product portfolios as resources shift toward higher-margin...

    Wednesday 14 January 2026
    CXMT launches US$4bn bid to break DRAM market control
    Surging artificial intelligence (AI) workloads have triggered a global shortage of HBM, tightening DRAM and NAND supply and pushing prices sharply higher. US PC maker HP is now evaluating...
    Monday 12 January 2026
    Samsung reclaims top spot in global DRAM market with record quarterly revenue
    Samsung Electronics has reclaimed its position as the world's leading DRAM supplier in the fourth quarter of 2025, reporting record revenue of KRW27.7 trillion (US$19.2 billion) in...
    Monday 12 January 2026
    NOR flash contract prices surge, forecast for double-digit quarterly growth in 2026
    As DRAM and NAND flash memory prices continue to climb, NOR flash saw relatively moderate price increases in the fourth quarter of 2025. However, driven by higher capacity demands...
    Friday 9 January 2026
    Exclusive: SanDisk seeks prepaid cash deals for long-term HAND supply
    SanDisk is approaching customers with proposals for long-term NAND flash supply contracts that require 100% cash prepayment, according to supply chain sources. Industry participants...
    Thursday 8 January 2026
    AI storage chip crunch in 2026: DRAM, NAND prices surge up to 70%
    The global storage chip market has entered an acute shortage phase, with AI demand now decisively outpacing supply and pushing prices toward record territory through 2026 and beyond...
    Thursday 8 January 2026
    Samsung Electronics posts sharp profit rebound in fourth quarter on AI-driven memory demand
    Samsung Electronics reported a strong rebound in profitability in the fourth quarter of 2025, supported by rising memory chip prices and sustained global demand from AI data center...
    Wednesday 7 January 2026
    Apple reportedly locks in NAND through 2026 ahead of DRAM price spike
    Apple has secured enough NAND flash memory to sustain production through the first quarter of 2026. But the iPhone maker is facing steep price increases for DRAM as artificial intelligence...
    Monday 5 January 2026
    Memory price surge drives profit windfall across sector
    Memory demand remains elevated, with supply shortages driving prices sharply higher and triggering a broad profit surge across the sector. Memory module makers Adata and Team Group...
    Friday 2 January 2026
    Memory shortages to persist through 2026 as AI server demand surges

    Global memory markets are expected to remain tight through 2026 as aggressive spending by cloud service providers (CSPs) on AI infrastructure...

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    NTN special report
    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook