News tagged NAND flash at DIGITIMES

NEWS TAGGED NAND FLASH

Wednesday 7 October 2026

Analysis: Kioxia's NAND pedigree meets an AI-era SSD gap

Kioxia helped create the NAND flash industry, but AI is changing what leadership in memory looks like. The Japanese supplier is benefiting from...

Wednesday 23 September 2026

YMTC wins German injunctions against Micron in latest round of NAND patent battle

Micron is facing fresh pressure on multiple fronts after Germany's Munich I Regional Court sided with Chinese memory maker YMTC and issued two injunctions over alleged infringement...

Tuesday 22 September 2026

China's memory race turns inward — CXMT, YMTC head toward patent showdown

Global memory shortages remain severe, with AI and cloud applications intensifying demand for scarce supply. Prices for both DRAM and...

Friday 18 September 2026

Solidigm weighs first US NAND fab, explores upstate New York

Solidigm, the US NAND flash subsidiary of SK Hynix, is considering building its first NAND manufacturing plant in the US, with upstate...

Friday 18 September 2026

CXMT eyes NAND amid global shortage, taking aim at YMTC

ChangXin Memory Technologies (CXMT) is preparing to expand beyond DRAM into NAND flash, a move that would push China's leading DRAM...

Monday 7 September 2026

Phison snaps up low-cost China NAND inventory, AI revenue share set to top 40%

Phison CEO K.S. Pua expects NAND Flash supply to remain tight into 2027 despite capacity expansion across major memory makers, arguing that forecasts of a rapid return to oversupply...

Friday 4 September 2026

Kioxia pitches flash as a DRAM substitute as Micron, YMTC close in

Kioxia's plan to push NAND flash into work that DRAM currently does is less a product launch than an answer to a structural problem. Alone among the leading memory makers, it does...

Thursday 3 September 2026

SanDisk pushes HBF ecosystem as AI inference reshapes token economics

The rapid rise of AI inference, multimodal inputs, and AI agents is giving NAND flash a new strategic role.

Friday 28 August 2026

SK Hynix weighs closer ties with Kioxia in NAND

SK Hynix is weighing closer cooperation with Japan's Kioxia Holdings in NAND flash, extending the strategic message from its newly launched US HBM expansion into a memory segment where...

Friday 28 August 2026

Kioxia, Sandisk plan more than US$31 billion in Japan investments

A major chipmaking investment in Japan could ripple through global supply chains as demand for artificial intelligence infrastructure accelerates. Kioxia and Sandisk say the spending...

Wednesday 26 August 2026

YMTC targets global NAND lead by 2027 as parent seeks US$5 billion IPO

Yangtze Memory Technologies (YMTC) is aiming to become the world's largest NAND flash supplier by the end of 2027, setting an aggressive target as its parent prepares a nearly US$5...

Tuesday 25 August 2026

Samsung, SK Hynix step up China NAND upgrades as US tool risks grow

Samsung Electronics and SK Hynix are stepping up equipment spending at their NAND flash plants in China through 2027, upgrading existing...

Monday 24 August 2026

Shanghai accepts YMTC's STAR Market listing application

China's largest NAND flash maker is moving toward a major Shanghai listing, but global investors will be watching more than the size of the deal. YMTC's IPO comes as chip demand rises,...

Thursday 20 August 2026

YMTC parent advances IPO as NAND share hits 14% and AI storage scales

Yangtze Memory Technologies Holding, the parent of Chinese NAND flash maker YMTC, has completed a key stage of its pre-IPO process just as the memory maker gains global market share,...

Monday 17 August 2026

Samsung's China sales surge 272% in 1H26; Nvidia not among top five customers

Samsung Electronics' consolidated sales in China surged 272% in the first half of 2026, far outpacing growth in the Americas as a sharp...

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