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 …
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...
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
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 …
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 …