Silicon Motion's president, Wallace Kou, said the memory industry is undergoing an irreversible structural shift driven by AI infrastructure growth. Since August 2025, NAND flash prices...
Phison Electronics founder and CEO Pua Khein-Seng warned that the current NAND Flash shortage will worsen significantly in the second half of 2026, with an acute supply crunch expected...
Samsung Electronics posted record first-quarter 2026 results, with more than 90% of earnings tied to its memory business, underscoring the scale of the AI-driven memory upcycle.
Phison Electronics reported consolidated revenue of NT$18.32 billion (approx. US$577.81 million) for March 2026, up 50% sequentially and 221% year over year, setting a new record high...
Silicon Motion said AI-driven NAND supply constraints are causing structural shifts in the memory industry and warned the imbalance will worsen in 2027 as cloud service provider demand...
SK Hynix has started global shipments of a next-generation compact SSD designed for AI-driven personal computers, a move that could reshape storage choices for device makers and end...
After soaring more than 2,200% over the past year, DDR4 16Gb spot prices have finally begun to decline, signaling a growing polarization in the memory market in the first quarter of...
AI data center demand is tightening memory supply while NAND makers phase out low-capacity legacy nodes. Shenzhen Techwinsemi Technology said rising NAND prices are squeezing margins...
Japan-based NAND flash maker Kioxia has formally issued an end-of-life (EOL) notice for a wide range of legacy NAND products, underscoring an industry-wide shift toward advanced 3D...
Samsung Electronics is reportedly overhauling its production lines, offering 123 idle semiconductor tools for sale across South Korea and Xi'an as it shifts to more advanced process...
GigaDevice Semiconductor reported stronger full-year 2025 results, supported by AI-driven demand and a recovery in the memory cycle. Revenue rose 25.12% year on year to CNY9.2 billion...
AI and edge computing demand is accelerating, prompting industrial memory module maker Innodisk to project strong growth through 2026. Chairman and president Randy Chien said NAND...
As generative AI (GenAI) shifts from large-model training to large-scale inference, Japanese NAND giant Kioxia forecasts continued price increases for NAND and SSD products. Despite...
