UBS doubles its DRAM price forecast as memory demand outpaces supply by 17 points through 2027
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Samsung’s DRAM And NAND Flash Success Branches Out To Advanced Chipmaking And Services, Company Forced To Increase Prices By Up To 15% Due To Extreme Demand
4d agoPhison CEO Warns NAND Supply Won't Meet Demand For Four Years, Locking In Higher SSD Prices Through 2030
1w agoNVIDIA's Vera Rubin Production Ramp-Up Is Now Squeezing TLC NAND Supply, Driving 512Gb Spot Prices To $21 After The June Slump
1w agoChina's YMTC Becomes The World's Third-Largest NAND Manufacturer, Clocking In Explosive Growth While Eyeing Samsung-Level Capacity
1w agoSamsung & SK Hynix Go Into Hyperdrive With A Massive Fab Expansion Plan In Korea Worth Over $800 billion
…The South Korean government spearheaded the largest semiconductor investment in history by Samsung and SK Hynix, aiming to double memory production capacity within five years and massively expand DRAM and NAND Flash…
SK hynix Shoots Down Intel Ohio Deal Rumor, Yet Admits It's Still Hunting Acquisitions
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NVIDIA Not Interested In HBF Memory Despite 4TB Stacks Dwarfing HBM, Google Reportedly Locked As Sampling Begins This Year
…While primarily used for storage, such as SSDs, the upcoming flash memory technology could play a major role with HBF (High-Bandwidth Flash), the next generation NAND DRAM tech that bridges the…
SK hynix's Roadmap Positions HBM5/HBM5E, GDDR7-Next, DDR6 & 400+ Layer 4D NAND In 2029-2031
…For future NAND products, SK hynix is planning 400+ layered 4D NAND and HBF "High-Bandwidth Flash" solutions. High-Bandwidth Flash is said to address the AI inference requirements for next-gen…
The US Export Controls Produce Unintended Consequences, As Samsung And SK hynix Consider Turning To Chinese Equipment To Insulate Their China-Based Fabs
…For the benefit of those who might not be aware, Samsung operates a NAND flash memory chip fabrication plant in Xian, while SK Hynix operates NAND facilities in Dalian and a DRAM…
HBM’s & DRAM’s Importance Is Waning; Here’s The Silent Upgrade AI Giants Are Racing To Buy Before the Next Big Wave Hits
…the inference bottleneck We’ve previously reported that Samsung has ramped up production of V10 NAND flash for NVIDIA to contain the overwhelming growth of AI GPUs and data centers through a…
Apple Has Found A Clever Way To Shield Itself From The DRAM Crisis By Using Key Parts Interchangeable With Both iPhones And Macs
…In fact, according to a SSD modification, both the MacBook Neo and the iPhone 16 Pro feature the same NAND flash, which is an excellent way to maintain margins while the DRAM…
SK Hynix CEO Warns 2027 Will Be Memory's "Worst Year" Ever, With Shortages Set To Outlast The Decade
…Today, building on its technology leadership spanning HBM, DRAM, and NAND Flash, SK hynix provides the core memory technologies that power AI infrastructure around the world. Talking to Reuters at the commemoration…
Silicon Motion CEO Warns Memory & SSD Shortages Will Drag Into 2028 as AI Firms Lock Up Supply Through Long-Term Contracts
…With supply constraints, the tight supply and demand situation of DRAM and NAND Flash is expected to be difficult to resolve in the short term. NAND Flash may be in short supply…