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NEWS TAGGED NAND
Wednesday 15 November 2023
NAND flash price rally may slow in 1H24
NAND flash spot prices have risen substantially since late July as memory chipmakers scale back output. Prices may experience a deceleration in growth in the first half of 2024 if...
Thursday 9 November 2023
NAND wafer prices rising
Memory chip makers' strict production cuts have managed to shore up the NAND wafer prices, with module houses scrambling to secure supply, according to industry sources.
Wednesday 8 November 2023
Phison to prepay for NAND chips, says CEO
Phison Electronics intends to prepay for an adequate supply of NAND chips, according to K. S. Pua, CEO of the flash device controller specialist.
Wednesday 8 November 2023
Memory market shows signs of recovery, says Transcend
The memory market has shown signs of recovery, according to Peter Shu, chairman of memory module manufacturer Transcend Information. Memory chipmakers have purposefully limited their...
Friday 3 November 2023
YMTC keeps spending spree to catch up with Korea-based competitors amid US sanctions
Yangtze Memory Technologies Corp (YMTC), a major China-based NAND manufacturer, reportedly raised billions of dollars to support its expansion after the company shipped the 232-layer...
Wednesday 1 November 2023
Samsung plans to expand HBM annual capacity by 2.5x in 2024
Samsung Electronics is making an extra effort to capture the opportunities brought by artificial intelligence while cutting losses in its semiconductor business. It is said to be...
Tuesday 31 October 2023
SK Hynix: NAND production cuts will last until June 2024 at least
In the third quarter of 2023, SK Hynix saw its DRAM business get out of the red thanks to increased demand for high-bandwidth memory (HBM) and DDR5. However, its NAND Flash business...
Tuesday 31 October 2023
Memory prices continue to rise despite ending of seasonal demand
Memory spot prices for DRAM and NAND continue to pick up despite seasonal demand for the fourth quarter almost reaching an end, according to sources from the memory supply chain.
Monday 30 October 2023
SK Hynix 2024 HBM3/3E capacities completely snapped up
In view of the rapid growth of the AI market demand, SK Hynix has been increasing investments in products with high gross margins, such as High Bandwidth Memory (HBM) and DDR5. SK...
Friday 27 October 2023
Yangtze Memory develops advanced 3D NAND for consumer SSDs, says TechInsights
A recent TechInsights analysis indicates that Yangtze Memory has developed advanced 3D NAND memory for consumer devices. The research firm characterizes the device's appearance in...
Thursday 26 October 2023
SK Hynix DRAM biz returns to profitability in 3Q23
The memory market is still slow. Operating losses at SK Hynix continued in the third quarter of 2023, but the quarterly loss was reduced by 37.8%. Despite this, its DRAM division...
Thursday 26 October 2023
Memory chipmakers eyeing demand arising from generative AI
Memory chip manufacturers are preparing to beef up their offerings to meet rising demand triggered by generative AI being integrated into PCs and other terminal devices, according...
Wednesday 25 October 2023
Samsung unveils new-gen memory solutions for GenAI applications
Samsung Electronics has recently released its new-generation memory solutions aimed at the generative AI and large language model (LLM) markets, including the fifth-generation high-band...
Tuesday 24 October 2023
Memory chipmakers seeking profitability
Memory chip manufacturers are currently more concerned with regaining profitability than expanding their market share, according to industry sources.
Tuesday 24 October 2023
Yangtze Memory develops 120-layer NAND flash, sources say
Yangtze Memory has developed 120-layer NAND flash memory as a "secret weapon" to circumvent US restrictions on the sales of 3D NAND with 128 layers or more to China, according to...
Research Report Database
Summary of Tech Supply Chain News!
Taiwan foundry industry revenues to slip in 1Q24 before rising in 2Q24, says DIGITIMES Research
Research Insight: Intel obtains subsidies but faces challenges
South Korea-based makers lead transparent display as China-based competitors ramp up Inkjet investments, according to DIGITIMES Research