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    China’s solar overcapacity persists as four majors remain loss-making in 3Q26
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    Micron questions 4F² DRAM as CXMT advances, Samsung and SK hynix hedge
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    Empyrean Technology to acquire Qizhi Technology for AI and 3DIC expansion
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    NEWS TAGGED NAND FLASH
    Monday 2 November 2026
    Kioxia's AI storage boom faces a test as pricing gains moderate, shipments shift
    Kioxia's latest results show how AI infrastructure spending is reshaping the NAND flash business, lifting profitability even as consumer demand weakens. Its nearly flat outlook for...
    Friday 30 October 2026
    Sandisk sees 60–90GB of NAND per CPU in AI agent workloads
    Sandisk sees demand for roughly 60 to 90 gigabytes of NAND flash per CPU in certain AI inference and agent-orchestration applications, as customers rethink how they use different memory...
    Friday 30 October 2026
    Sandisk says customers are coming back for more NAND
    Sandisk says AI infrastructure customers are returning to secure more NAND flash after underestimating their storage requirements, even as its pipeline of prospective long-term supply...
    Wednesday 28 October 2026
    SK Hynix's Solidigm ties US$45B US NAND fab to Washington nod on China tool upgrade
    Solidigm, the US-based subsidiary of SK Hynix, is in talks with the US Department of Commerce over a potential US$45 billion investment in a new NAND flash memory fabrication plant,...
    Wednesday 28 October 2026
    SK Hynix looks beyond IPO to fund Solidigm's US expansion
    SK Hynix is reassessing how to finance the US manufacturing expansion of its NAND flash subsidiary Solidigm after shelving a potential initial public offering (IPO), as the South Korean...
    Wednesday 21 October 2026
    Samsung, SK Hynix reportedly upgrading China NAND fabs to fend off YMTC amid softening US stance
    Samsung Electronics and SK Hynix are upgrading their NAND flash factories in China to make chips with more than 200 layers, Reuters reported on October 21, citing four people...
    Tuesday 20 October 2026
    Kioxia targets higher-value AI storage with Nvidia partnership, advanced NAND technology
    Kioxia is prioritising proprietary NAND flash technology and customer-specific development over aggressive capacity expansion, seeking to capitalise on rising AI storage demand while...
    Friday 16 October 2026
    China's YMTC targets 9,600 MT/s with 4F² DRAM design
    China's Yangtze Memory Technologies (YMTC) is developing a next-generation 4F² DRAM design targeting data transfer speeds of 9,600 megatransfers per second (MT/s), expanding beyond...
    Thursday 15 October 2026
    SK Hynix reportedly ties US NAND fab plan to approval for chip equipment exports to China
    SK Hynix is seeking US approval to ship additional American chipmaking equipment to its NAND flash facility in Dalian, China, linking the request to a potential investment in a new...
    Tuesday 13 October 2026
    Column: From 3D NAND to 3D DRAM — how vertical stacking is reshaping memory chip manufacturing
    After 2013, planar NAND flash memory began reaching its scaling limits at the 15–16nm process node. Capacitive coupling between the floating gates of adjacent memory cells increasingly...
    Tuesday 13 October 2026
    Samsung, SK Hynix NAND profits seen surging on enterprise SSD demand
    Samsung Electronics and SK Hynix are expected to see a sharp increase in NAND flash profits in 2026 as surging demand for enterprise solid-state drives (SSDs) drives up memory prices...
    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...

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    Research_DB
    BIZ FOCUS
    Oct 30, 08:00
    Macronix to Showcase Automotive and IoT Memory Solutions at electronica 2026
    Thursday 29 October 2026
    STMicroelectronics to propose the reappointment of Jean-Marc Chery as President & CEO
    Wednesday 28 October 2026
    SK hynix Announces 3Q26 Financial Results
    Wednesday 28 October 2026
    CES Asia Unveiled Expands to Hong Kong for CES 2027