NAND Flash
Ongoing coverage on NAND Flash.
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Chinese memory maker YMTC wants to dethrone Samsung and SK hynix by the end of 2027
Chinese memory maker YMTC aims to become the global leader in NAND flash memory by the end of 2027, challenging current leaders Samsung and SK hynix. The company, which currently holds a 13% market share, is reportedly expanding its infrastructure to meet this ambitious goal. YMTC is also looking to increase its presence in the DRAM market, facing competition from CXMT.
SSD price increases might be with us for the long haul, as Phison's CEO says NAND supply won't catch up with…
Phison CEO Pua Khein-Seng predicts that NAND flash prices will continue to rise, potentially through 2030, due to a significant imbalance between supply and demand. Increased demand from AI infrastructure is a major factor, and new production capacity will take years to come online. Phison is shifting focus from the retail market to enterprise and AI solutions.
SK Hynix Pours $38 Billion Into Two New DRAM and NAND Plants — But Chips Won’t Ship Until 2029
SK Hynix announced a significant investment of 54 trillion Korean won ($38.1 billion) to construct two new semiconductor fabrication plants in South Korea. One plant in Yongin will focus on HBM and DRAM, while the other in Cheongju will produce NAND storage chips. Production is not expected to begin until at least June 2029, indicating a long-term strategy to meet anticipated demand from AI data centers.
Nvidia Rubin will 'soak up NAND supply like a sponge absorbs water' says one analyst, thanks to the AI…
Nvidia's upcoming Rubin servers, featuring new context memory storage (CMX) technology, are expected to significantly increase demand for NAND flash memory. Analysts predict this demand will surge from 35 million TB this year to over 100 million TB next year, potentially impacting consumer prices due to AI industry prioritization. Samsung is reportedly positioning itself as a key supplier for this new demand.
Analysts think SK hynix's DRAM and NAND prices will finally drop by the end of 2028, but not before a huge rise…
Analysts from Bernstein predict that SK hynix's DRAM and NAND prices will see a significant rise through 2027 before dropping in 2028. Despite the eventual decline, prices are expected to remain considerably higher than 2025 levels. SK hynix is investing heavily in increased chip output, but aims to manage production to avoid oversupply.
Oh no, that's Lenovo saying they think these RAM prices will be the new normal and may never go back to how they were
Lenovo suggests that current high DRAM and NAND prices may become the new normal, potentially extending beyond 2030. Despite increased production capacity, the company believes prices will not return to previous levels. This trend has already impacted the industry, leading to the shutdown of the game preservation site Myrient and contributing to the high cost of Valve's Steam Machines.
An SSD company has just agreed to an almost $2 billion multi-year NAND deal, which is a sign it expects the memory…
SSD manufacturer Biwin has entered into a two-year, $1.86 billion deal for NAND flash memory, securing supply through June 2026. This significant commitment, representing over half of Biwin's annual revenue, indicates the company's expectation that the ongoing memory crisis will persist. Major memory manufacturers like Micron, Samsung, and SK hynix are working to increase production, though they are cautious about over-ramping due to potential demand drops.
NAND flash makers earned a record $46 billion in revenues over the first quarter of 2026, a shocking 3.5 times more than…
NAND flash makers achieved record revenues of $46 billion in Q1 2026, driven primarily by the demand for enterprise-grade SSDs in AI data centers. This surge in demand has led to significantly higher prices for gaming SSDs and other storage devices, with projections indicating continued price increases due to limited production capacity.
Team Group CEO warns that DRAM and SSD prices will still rise: 'If you need memory, we recommend purchasing it as…
Team Group CEO Gerry Chen warns that prices for DRAM and SSDs are likely to continue rising due to high AI server demand, which accounts for 40-50% of the memory market. He predicts supply shortages will persist until 2028 and advises consumers to purchase memory components sooner rather than later, as PC component prices may follow server market increases.
China's YMTC is reportedly aiming to more than double its wafer production, which could eventually help put cheap…
China's Yangtze Memory Technologies (YMTC) is reportedly planning to significantly increase its wafer production by building two new foundries. This expansion aims to more than double its output, potentially making it a major global producer of NAND flash memory chips used in SSDs. The move is also seen as China's effort to reduce reliance on US chip manufacturers amidst export restrictions.
From a dentist's basement to half a trillion dollars and AI: Here's how memory manufacturer Micron Technology…
Micron Technology, a major semiconductor manufacturer headquartered in Boise, Idaho, has a long history dating back to its founding in 1978. The company has navigated numerous challenges, including intense competition from Japanese firms, market shortages, and internal leadership changes. Micron has played a significant role in the development of DRAM and NAND flash memory, and its recent investments are bolstered by the CHIPS and Science Act, aiming to expand US-based semiconductor production.
'There is no scenario where memory prices correct in the second half' of 2027, according to new market…
Market research firm Counterpoint Research indicates that memory prices are unlikely to see a correction until the second half of 2027 due to an ongoing supply crisis. Prices for DDR5 DRAM modules, LPDDR5X, and DDR4 have significantly increased, with NAND product pricing also spiking. Analysts suggest that consumer pricing improvements will not be seen until late 2027, as suppliers prioritize commodity memory production over custom AI chips.
As if PC hardware news couldn't get any gloomier, one research report suggests mainstream laptop prices could rise…
A TrendForce report indicates that rising prices for PC components like CPUs, DRAM, and SSDs could lead to a 40% increase in mainstream laptop prices. This surge, driven by memory cost increases, could significantly impact the bill of materials for manufacturers like Dell, HP, and Asus. The article questions consumer willingness to pay higher prices, drawing parallels to the GPU market during the COVID-19 pandemic.
