NAND


2024-01-29

[News] Kioxia and Western Digital Resume Merger Negotiations? Rumors of Bain Negotiating with SK Hynix Surface

NAND flash memory giants Kioxia and Western Digital (WD) were reported to be in negotiations with intentions to merge. However, the merger talks between Kioxia and WD were halted in October last year due to opposition from SK Hynix, the South Korean memory giant indirectly invested in Kioxia. As...

2023-12-30

[Tech Recap and Glimpse 5-3] Can Memory Prices Sustain the Upward Trend Next Year?

The ongoing reduction in production by major manufacturers throughout this year has gradually restored balance to the market supply and demand. This is beneficial for chip manufacturers to regain control over prices. Signs of a bottoming out and rebound have emerged in the memory market in the thir...

2023-12-29

[News] Market Anticipates a 50% Price Surge for NAND Flash in Short-Term

After a rebound from the decline in NAND prices, the current quotations still show a gap from reaching the breakeven point for suppliers such as Samsung, Kioxia, SK Hynix, and Micron. Major domestic players in the NAND Flash industry indicate that NAND Flash suppliers, driven by the goal of profi...

2023-12-26

[News] Improvement in Memory Inventory Leads to First Price Increase in Two and a Half Years

After more than two years of stagnation in the memory market, which was exacerbated by production cuts from major players like Samsung and Micron earlier this year, the issue of overstock has finally seen improvement. As per Nikkei's report, this has driven an increase in prices for DRAM, marking...

2023-12-20

[News] Samsung’s and SK Hynix’s Potential Expansion Plans Raise Concerns – Major Investments Anticipated Next Year

Amid a gradual recovery in the memory market, South Korean memory giants Samsung and SK Hynix are reportedly set to expand their equipment investments significantly next year. Samsung aims for a 25% increase in investment, while SK Hynix plans to more than double its investment compared to this y...

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