News tagged NAND at DIGITIMES

NEWS TAGGED NAND

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...

Friday 2 January 2026

SanDisk, Micron vie for PSMC's Tongluo fab capacity

Market rumors and formal statements indicate two major memory companies, SanDisk and Micron, have approached PSMC about capacity cooperation at PSMC's new 12-inch fab in Tongluo,...

Wednesday 31 December 2025

YMTC goes full speed toward HBF next

Amid rising US-China tech tensions and tight semiconductor supply chains, YMTC disclosed advances in 3D NAND flash memory and plans to develop high bandwidth flash (HBF) technology...

Wednesday 31 December 2025

YMTC pushes for equipment localization despite elusive profitability

As China's leading 3D NAND maker, Yangtze Memory Technologies (YMTC) has recently been regarded as the most aggressive company in promoting the adoption of domestic equipment. Its...

Tuesday 30 December 2025

DDR4 spot prices surge 18-fold in a year; December demand cools but impact limited

Memory chip spot prices have witnessed unprecedented increases over the past year, driven by continuing shortages and supply chain adjustments. DDR4 16Gb modules have surged 18 times...

Friday 12 December 2025

Huawei and YMTC expand into South Korea’s consumer SSD market following Micron’s exit

Huawei is moving to capitalize on a tightening consumer solid-state drive (SSD) market in South Korea, introducing new products this month as established...

Friday 12 December 2025

Phison sets 3 supply strategies amid NAND shortage and wafer price surge

Cloud giants' aggressive procurement of high-capacity enterprise SSDs has triggered a structural shortage and price surge in the NAND Flash market. In China, spot prices for 512Gb...

Tuesday 9 December 2025

Google and Microsoft prioritize speed over cost as CSPs scramble for memory

A major memory shortage is hitting the industry as the supply-demand gap widens. Some upstream memory manufacturers are prioritizing server shipments, while other companies have been...

Tuesday 9 December 2025

SK Hynix adopts hybrid bonding for 300-layer NAND to challenge Samsung

South Korean memory giant SK Hynix is fast-tracking the development of its next-generation 300-layer V10 NAND flash memory, according to reports in Korean media outlets Hankyung...

Thursday 4 December 2025

Micron to exit consumer business as AI reshapes global memory demand

Micron Technology has announced plans to exit its consumer business, marking one of its most significant strategic shifts in years as the company prioritizes advanced memory chips...

Wednesday 3 December 2025

Memory spot prices surged as Samsung's RDIMM limitedly ease supply in late 4Q25

Global memory capacity remained tight with strong demand pushing DRAM and NAND flash spot prices sharply higher in November. Samsung Electronics planned to moderately release RDIMM...

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