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NEWS TAGGED NAND
Wednesday 24 September 2025
YMTC closes gap with global rivals: Xtacking 4.0 powers 267-layer NAND, eyes 300+
China's NAND flash race is intensifying, with Yangtze Memory Technologies (YMTC) pushing Xtacking 4.0 into mass production. The company has begun producing 267-layer 3D NAND TLC while...
Wednesday 24 September 2025
Global memory prices set to surge 15-25% in Q4 amid tightening supply
Consumers and businesses should brace for a surge in the cost of everything from smartphones to servers, as the global memory chip market stages a dramatic rebound. The industry's...
Monday 22 September 2025
Samsung to hike DRAM prices up to 30% in 4Q25 as shortage bites

Samsung Electronics will raise contract prices for DRAM and NAND flash in the fourth quarter of 2025, industry sources told Newdaily.co.kr...

Monday 22 September 2025
Commodity DRAM and NAND prices set to rise in 2026 as AI chip boom creates shortage
South Korean industry and securities analysts predict that prices for general-purpose DRAM and NAND Flash will rise in 2026 amid looming supply shortages. The crunch stems from memory...
Monday 22 September 2025
Weekly news roundup: Micron halts NAND and DRAM quotes; Nvidia shifts quantum strategy, memory prices soar on AI demand
Below are the most-read DIGITIMES Asia stories from the week of September 15–September 21.
Sunday 21 September 2025
Phison resumes quotes as NAND flash prices surge 10% on AI SSD boom
NAND flash prices are climbing alongside the broader memory recovery. Micron and Phison Electronics suspended quotations, sparking expectations of further hikes. Sources say Phison...
Wednesday 17 September 2025
Memory prices surged in 4Q25, defying seasonal trends as AI drives demand
Driven by strong AI demand, memory contract prices for NAND and DRAM rose sharply by an estimated 15-20% in the fourth quarter of 2025, breaking traditional year-end price decline...
Wednesday 17 September 2025
Puya Semiconductor's SkyHigh deal to cement China's indigenous NAND advantage
Puya Semiconductor (Shanghai) announced on September 15, 2025, that it will acquire a controlling stake in Zhuhai Noah Changtian Storage Technology through a cash deal, giving it...
Tuesday 16 September 2025
CSPs' shift to eSSDs set to cause QLC NAND Flash shortage by 2026
The increasing demand for big data storage driven by artificial intelligence data centers is expected to intensify a supply shortage of QLC NAND Flash memory, potentially resulting...
Monday 15 September 2025
Exclusive: Micron halts NAND and DRAM quotes after SanDisk price hike, sharper increases looming
Memory manufacturers are swiftly following SanDisk's announcement of a 10% price increase for NAND products, signaling a broader industry move toward higher pricing amid expected...
Saturday 13 September 2025
Memory shortages stretch into 2026, fueling revenue boom for Taiwanese suppliers
The global memory industry saw simultaneous growth in volume and pricing during the third quarter of 2025, with DRAM and NAND memory prices rising amid ongoing supply constraints...
Thursday 11 September 2025
Phison Electronics reports record revenue growth amid rising AI demand and potential memory shortages
Phison Electronics posted consolidated revenue of NT$5.934 billion (approx. US$195.7 million) for August 2025, marking a 4.3% increase from July and a 23% rise year-over-year, reaching...
Thursday 11 September 2025
SK hynix begins supplying mobile NAND solution ZUFS 4.1
SK hynix announced today that it has begun supplying its high-performance mobile NAND solution ZUFS 4.1 to customers, marking the world’s first mass production of this soluti...
Wednesday 10 September 2025
Commentary: YMTC's decade-long march, leadership shifts, and the undercurrent of China's memory substitution drive
YMTC, China's leading NAND flash producer, has unveiled a US$2.9 billion Phase III venture in Wuhan, signaling its determination to scale up capacity and sharpen its edge in next-generation...
Friday 5 September 2025
Exclusive: NAND flash rally gains steam with SanDisk's 10% price hike
SanDisk is spearheading a fresh round of NAND flash price hikes, issuing an exclusive notice of a 10% increase across all channels and consumer products starting September 4. The...