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Product

NAND

39 articles – decelerating

NAND has appeared in 39 articles since 2006-09. Coverage peaked in 2026Q3 with 10 articles. Frequently mentioned alongside Samsung, SK Hynix, Intel, Apple.

Articles
39
mentions
Velocity
-70.0%
growth rate
Acceleration
-4.700
velocity change
Sources
25
publications
Why Toshiba Is Doubling HDDs as Enterprise SSDs Surge
Enterprise SSDs rose from 26% to 48% of global NAND shipments in a year, according to Counterpoint. Toshiba plans to double AI-data-center HDD capacity by FY202...
At 48% of NAND Shipments, SSDs Pull SK Hynix Beyond HBM
Enterprise SSDs accounted for 48% of global NAND shipments in Q2 2026, up from 26% a year earlier. SK Hynix is expanding across HBM, DRAM, NAND, packaging, flas...
The Windfall
For three decades, memory was the worst job in semiconductors — the commodity that craters first in every downturn. On May 27 a handheld console hit $949 "due t...
The Two Prices
On May 24, DeepSeek made permanent a 75% cut to its flagship model's price. The same corpus carried the other half of the trade: DRAM up nearly 400% since Septe...

Coverage Timeline

2026-10-21
Reuters 8 related

Sources: Samsung and SK Hynix are upgrading their China fabs to produce NAND flash chips with 200+ layers, aiming to fend off fast-growing Chinese rival YMTC

Samsung Electronics (005930.KS) and SK Hynix (000660.KS) are upgrading their China factories to produce more advanced memory chips …

2026-10-18
2026-10-17
Nikkei Asia 2 related

NAND flash maker Kioxia has lost two-thirds of its market cap since its June peak, when it became Japan's most valuable listed company, as Chinese rivals emerge

TOKYO — Japanese memory chip maker Kioxia Holdings' market value has shrunk to one-third of the peak it reached just four months ago …

2026-09-26
2026-09-25
Reuters 3 related

Sources: SK Hynix's US-based NAND and SSD subsidiary Solidigm is exploring an IPO as early as 2027 that could raise $15B and value the unit at up to $150B

Chipmaker SK Hynix's (000660.KS) Solidigm is considering an initial public offering as early as next year that could value the US subsidiary …

2026-09-19
Reuters 2 related

Sources: Chinese DRAM leader CXMT is preparing to expand into NAND flash memory, competing with Samsung, SK Hynix, and domestic rival YMTC amid memory shortages

3D NAND research and development line rumored for its second manufacturing facility near BeijingSajjad Hussain /Tech4Gamers:China's CXMT Enters NAND Memory Market, Challenging Samsung, SK Hynix And Mi...

2026-09-18
Reuters 27 related

Sources: SK Hynix subsidiary Solidigm weighs building a NAND flash memory factory in the US; SK Hynix is also in talks with Intel to make memory chips in Ohio

Chipmaker SK Hynix's (000660.KS) subsidiary Solidigm is considering building a NAND flash memory chip factory in the US …

2026-08-26
Financial Times 5 related

Sources: YMTC, which seeks to raise $5B in an IPO, told investors in IPO prep meetings that it aims to become the largest NAND flash supplier by the end of 2027

YMTC sets out Nand production ambitions in investor meetings for $5bn Shanghai IPO  —  YMTC aims to overtake Samsung and SK Hynix …

2026-08-13
Counterpoint Research 16 related

In Q2 2026, server-led eSSDs reached 48% of NAND flash shipments as AI workloads shifted from training to inference, driving 5x YoY industry revenue growth

- AI inference workloads drove enterprise SSDs to 48% of global NAND shipments in Q2 2026, nearly double the 26% share a year earlier.

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Quarterly Coverage

Top Sources

Narrative

TEXXR tracks 80 tech news articles mentioning NAND, dating back to May 2006. The biggest stories include Shares of Japanese NAND flash maker Kioxia slid 12% on Friday after a report that OpenAI... and Intel agrees to sell its NAND memory unit to SK Hynix for about $9B; the acquisition.... Frequently covered alongside Samsung, SK Hynix, Micron, Intel, and Samsung Electronics. Coverage has shifted toward funding, enterprise themes and away from competition.

Key Moments

2025Q4funding +33pts; competition -100pts
2026Q1enterprise +20pts; funding -33pts; regulation +40pts
2026Q2enterprise +13pts; funding +33pts; regulation -40pts

Relationships

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