News tagged NAND at DIGITIMES

NEWS TAGGED NAND

Friday 19 June 2026

Kioxia keeps NAND capex in check as AI inference reshapes SSD demand

Kioxia, one of the world's major NAND flash memory suppliers, is prioritizing long-term agreements (LTAs), BiCS migration, and domestic...

Thursday 18 June 2026

Tim Cook says Apple price hikes are unavoidable as AI squeezes memory supply

In an exclusive interview with The Wall Street Journal, Apple CEO Tim Cook made an unusually blunt admission. The company is...

Thursday 18 June 2026

Exclusive: Winbond NOR flash reportedly enters Nvidia supply chain

Winbond's NOR flash has reportedly entered Nvidia's supply chain for the first time, as AI server demand drives a surge in memory consumption and Nvidia's next-generation Vera Rubin...

Tuesday 16 June 2026

AI chip race sends WF6 prices soaring after Japan supply shock

Global expansion in AI chips, advanced logic processes, and multilayer 3D NAND flash memory is driving demand for tungsten hexafluoride (WF6), a critical electronic specialty gas used...

Friday 12 June 2026

SK Hynix readies 375-layer NAND as US listing plan advances

SK Hynix is preparing to begin mass production of its next-generation 375-layer 3D NAND flash memory by year-end, while pushing ahead...

Friday 12 June 2026

China's memory firms chase capital as AI storage demand lifts Biwin, Longsys

As CXMT and YMTC move toward initial public offerings, other players across China's memory supply chain are also advancing expansion, fundraising, and listing plans. The activity spans...

Friday 12 June 2026

CXMT and YMTC chase IPOs as AI memory demand tests capacity, yield, and tool localisation

China's two leading memory chipmakers, CXMT and YMTC, are moving closer to the capital market, putting the country's memory industry back under the semiconductor spotlight.

Friday 12 June 2026

Lenovo reportedly plans second PC price hike as memory costs squeeze supply chain

Chinese PC major Lenovo is reportedly set to raise prices across its entire product line from July 2026, with increases broadly in line with its first round of adjustments in March...

Tuesday 9 June 2026

AI demand is turning memory chips into rationed assets, Morgan Stanley says

AI is reshaping the global memory-chip market, according to Morgan Stanley, by pulling in more DRAM, HBM, and NAND, and turning once-cheap components into scarce resources. The shift...

Thursday 4 June 2026

Kioxia weighs new NAND fab as AI demand drives long-term expansion plans

Kioxia is evaluating the construction of a new NAND flash manufacturing facility at its Kitakami site in Iwate Prefecture, aiming for production to begin after 2029-2030 as the company...

Wednesday 3 June 2026

NAND market hits record as YMTC closes in on global rivals

The global NAND flash memory market reached a record US$46 billion in revenue in the first quarter of 2026, driven by AI infrastructure demand, higher enterprise SSD shipments, and...

Tuesday 2 June 2026

SK Hynix reportedly preparing Dalian fab for 200-layer FG NAND to capture AI storage demand

SK Hynix is reportedly preparing to mass-produce a new generation of 200-layer-class NAND flash memory based on floating-gate (FG) architecture at its Dalian Phase 2 facility in China,...

Tuesday 2 June 2026

AI Inference Revolution: Wallace Kou on Memory Shifts

The global semiconductor landscape is undergoing a fundamental shift, moving from a focus on raw training power to the practical complexities of large-scale deployment...

Wednesday 27 May 2026

Samsung reportedly to expand Vietnam footprint with new memory chip testing plant

Samsung Electronics plans to invest VND39 trillion (approx. US$1.5 billion) in a new semiconductor testing facility in northern Vietnam,...

Wednesday 27 May 2026

Transcend to spotlight AI-ready enterprise SSDs and DDR5 memory at COMPUTEX 2026

Transcend announced it will exhibit enterprise solid-state drives, DDR5 7200 memory, and embedded camera modules at COMPUTEX 2026 in the Storage and Management Solutions area, saying...

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BIZ FOCUS

Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

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RESEARCH INSIGHTS

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