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 …
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.
Global smartphone shipments fell 11% YoY in Q2 to the lowest Q2 levels since 2013 amid the DRAM and NAND shortage; Samsung returns to #1 with a 24% market share
Shilpi Jain /Counterpoint Research:
Global smartphone shipments fell 11% YoY in Q2 to the lowest Q2 levels since 2013 amid the DRAM and NAND shortage; Samsung returns to #1 with a 24% market share
- Global smartphone shipments fell 11% YoY in Q2 2026 reaching the lowest second-quarter levels since 2013 as the DRAM and NAND shortage intensified.
Omdia expects a 22%+ YoY drop in global shipments for <$400 smartphones in 2026 amid soaring DRAM and NAND prices; Q1 memory costs were nearly 60% of materials
In the first blog of this two-part series, Omdia explores how rising DRAM and NAND prices are reshaping smartphone economics …
NAND flash maker Kioxia, Japan's most valuable company since June 12, plans to offer US depositary shares in spring 2027 amid AI-driven demand for memory chips
Kioxia Holdings Corp. plans to offer US depositary shares in the spring of 2027 and a stock split to take advantage of runaway demand …
Analysis: contract prices for NAND chips are up 600%+ since September 2025's end, while DRAM chip prices are up nearly 400%, and analysts expect more increases
The worsening shortage in global memory chips due to the artificial intelligence buildout is driving a widening gulf in corporate results and stock performances.
Analysis: soaring NAND prices threaten Nintendo's software sales; the average games purchased per console came to 2.18 in December 2025, vs. 3.88 in March 2018
Demand for Nintendo Co.'s profit-earning game software is under threat from soaring prices for data storage …
Analysis: DRAM and NAND memory prices have jumped 600%+ over the past year for routers and set-top boxes, hitting telcos targeting aggressive broadband rollouts
MS Hwang is a research director at Counterpoint, specializing in memory semiconductor research.
Analysis: DRAM and NAND memory prices have jumped 600%+ over the past year for routers and set-top boxes, hitting telcos targeting aggressive broadband rollouts
MS Hwang is a research director at Counterpoint, specializing in memory semiconductor research.