Subject


NAND Flash


2024-07-05

[News] Kioxia Ends Production Cuts, Signaling Potential Downturn in NAND Flash Market?

NAND Flash

The memory market is showing signs of recovery, with Japanese NAND giant Kioxia ending its production cut for NAND Flash at the end of June this year. The company's Yokkaichi Plant and Kitakami Plant have resumed full production capacity. However, this move could influence the overall NAND market, i...

2024-07-05

[News] Samsung Anticipates Q2 Profit to Soar on AI Demand with a 15-fold Increase

NAND Flash

Thanks to the rebound in memory chip demand amid accelerated global AI development, Samsung Electronics reported its strongest sales and profit growth in years. According to its financial guidance announced on July 5th, the semiconductor giant projects its operating profit to grow more than 15-fold ...

2024-07-05

[News] AI Boom Expected to Boost Samsung’ Q2 Profit, Soaring to USD 6.34 Billion

NAND Flash

According to a report from Reuters on July 4, consensus from 27 analysts compiled by LSEG SmartEstimate indicates that driven by the surge in demand for AI technology and the resulting rebound in memory prices, Samsung Electronics' operating profit for Q2 2024 (ending June 30) is projected to skyroc...

2024-07-03

[Insights] Memory Spot Price Update: DRAM Spot Price Finally Rises as Supply Tightens

NAND Flash

According to TrendForce's latest memory spot price trend report, the spot price of DRAM has finally seen a slight raise as supply for DDR4 and DDR5 tightens. Samsung has allocated more of its 1alpha nm production capacity to the manufacturing of HBM products, which leads to DDR5’s price increase. ...

2024-06-27

[News] NAND Flash Giant Kioxia Reportedly Plans IPO by Late October amid Market Recovery

NAND Flash

According to a Reuters report on June 26th citing sources, with semiconductor market conditions rebounding and financial performance rapidly improving, NAND flash leader Kioxia is reportedly gearing up to file a preliminary application soon and aims to debut on the Tokyo Stock Exchange (TSE) throu...

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