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Product

NAND

Filtered to Funding & Financials ×
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
-80.0%
growth rate
Acceleration
-4.800
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

2026-10-18
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 …

2026-08-26
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 …

2026-07-08
Omdia 5 related

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 …

2026-06-25
Bloomberg 4 related

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 …

2023-03-21
2022-11-16
Wall Street Journal 4 related

Citing a weakened market, Micron says wafer production for DRAM and NAND memory chips will be down about 20% over the past quarter; Micron's stock falls 5%+

Company cites market conditions for softening demand  —  Micron MU -5.04%decrease; red down pointing triangle Technology Inc …

2022-02-10
Tom's Hardware 15 related

Kioxia and WD report contamination at two NAND production factories, impacting up to 6.5EB of storage; TrendForce says NAND prices could rise 5%-10% in Q2

Update 2/10/2022, 3am PT: Analyst firm TrendForce has now reported that the incident could cause NAND flash prices to spike 5 to 10% in Q2 …

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Quarterly Coverage

Top Sources

Narrative

TEXXR tracks 79 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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