NAND

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 …

TrendForce: NAND flash memory revenue fell 45% YoY and 25% QoQ in Q4 2022 and is set to drop 8.1% QoQ in Q1 2023; NAND's per-bit costs may reach all-time lows

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 …

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 …

Report: Samsung to increase investment in its chip factory in China by $8B to boost production of NAND flash memory chips

Samsung's plans to increase semiconductor production capex to $26B, or ~2.5X in 2018, raises competitor fears Samsung may monopolize DRAM and NAND flash markets

Robin Harris / ZDNet : Tweets: @patrickmoorhead Tweets: Patrick Moorhead / @patrickmoorhead : At this investment level, Samsung Semi wants to be a dominant #1, not just #1. Reminds me of Intel's cape...