Combined Revenue of Top Five Global NAND Flash Suppliers Rose by 83.7% QoQ for 1Q26 as Supply Shortages Drove Price Hikes
… TrendForce indicates that major NAND Flash suppliers will add virtually no new production capacity in 2026. …
… TrendForce indicates that major NAND Flash suppliers will add virtually no new production capacity in 2026. …
… This means rising CPU deployment is expected to expand server DRAM capacity requirements while simultaneously supporting procurement volumes and contract pricing. Additionally, the growing wafer consumption associated with HBM production is compressing available capacity for conventional DRAM. …
… Notice it does not specify the actual speed nor the capacity, and if it is that soldered crap, then it would be an auto-no-buy for me... Gen 3, 4, or 5, and what capacity ? …
… The two major Korean suppliers may have adopted different pricing strategies: Samsung Electronics is pursuing a more aggressive one-step pricing approach with sharper increases, while preliminary quotations from SK hynix indicate relatively milder hikes through a gradual price-raising strategy, wit… …
… Over time, this is a positive development for a supply chain that will adapt with expanding production capacity. …
… Pricing and availability remain to be announced as this is the norm nowadays with the Rampocalypse. …
… The G-DRIVE 2 has a dual-bay configuration with storage capacity up to 56 TB. …
…The Seagate Ultra Compact SSD comes in capacities of 1 TB and 2 TB—capacities more typical of portable SSDs. When you think of USB flash drives, even in the USB 3…
… New Autonomous Data Path intelligence applies per-I/O machine learning to optimize for QLC and future SSDs, and log-structured metadata extends usable capacity and endurance on high-capacity drives. …
… Once their stock of NAND Flash purchased at previous prices was depleted, the company had to update its pricing policy on its website. The second picture is old pricing with the old LCD model still available. …