Tag: nand

Surge in AI Demand Drives NAND Flash Revenue to Record $46 Billion in Q1

NAND flash sales revenue soared to a record $46 billion in Q1, fueled by AI-related price and demand dynamics.

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Rising AI Demand Drives Over 10% Price Increase in Laptops and PCs

Increased demand from the AI sector has pushed memory chip prices up, causing laptop and PC costs to climb more than 10%.

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Kioxia Advances NAND Flash Memory with Innovative Wafer Bonding Technique

Kioxia aims to compete in the NAND flash market by enhancing memory density through wafer bonding instead of adding more layers.

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Top NAND Flash Manufacturers See Revenue Surge Amid AI Infrastructure Demand

The top five NAND flash suppliers experienced an 83.7% revenue increase in Q1, driven by rising demand for AI infrastructure components.

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Silicon Motion CEO Predicts Memory Shortage Will Persist Through 2028

Silicon Motion’s CEO expects NAND and DRAM memory shortages to continue until 2028 amid ongoing industry supply challenges.

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Memory Chip Shortage Delays Microsoft’s Xbox Launch Plans

Microsoft postpones Xbox console release timelines due to ongoing DRAM and NAND memory chip supply challenges affecting cost and availability.

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Gamers Prioritize SSDs Over RAM Capacity Amid Memory Chip Shortages, Finds Lexar

Lexar reveals that gamers prefer compromising on RAM size rather than SSD storage as DRAM and NAND chip shortages disrupt the market.

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Kioxia to End Production of Planar 2D NAND by 2028, Phasing Out Legacy Memory Tech

Kioxia announces plans to discontinue planar 2D NAND and third-gen BiCS 3D NAND memory production by 2028.

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Samsung and SK Hynix Boost Investments in Chinese Memory Chip Plants Amid DRAM and NAND Shortages

Samsung and SK Hynix sharply increase investments in Chinese memory chip manufacturing to address the ongoing DRAM and NAND supply deficits fueled by AI demand.

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Smartphone Memory Capacities Expected to Keep Increasing in 2026, Defying Earlier Predictions

Despite earlier forecasts, smartphone manufacturers are projected to continue expanding memory capacities in 2026 amid supply and cost concerns.

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Memory Shortage Set to Persist Until Mid-2027, Analysts Warn

DRAM and NAND flash memory prices have surged, with shortages expected to continue through the first half of 2027.

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Phison CEO Warns NAND Chip Prices Will Keep Climbing Rapidly Amid Supply Shortages

Phison’s CEO forecasts continued sharp increases in NAND chip prices as supply shortages persist without relief.

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