Wednesday 20 September 2023
Samsung's NAND plant in China faces process upgrade dilemma; shifting capacity to power semiconductors could be viable solution
As the US-China conflict continues to intensify, Samsung Electronics' NAND Flash plant in Xi'an, China, is increasingly stuck in a process upgrade dilemma. On the one hand, with the...
Wednesday 20 September 2023
Huawei steps up NAND flash procurement, say sources
Huawei has stepped up its NAND flash chip procurement for its smartphones, driving up the memory prices recently, according to industry sources.
Wednesday 20 September 2023
Why are NAND flash prices soaring?
The prices of NAND flash memory have experienced an unforeseen increase, occurring earlier than anticipated, according to industry sources.
Friday 15 September 2023
Mature-process NAND flash memory reportedly in tight supply because of Apple demand
NAND flash memory made using mature processes is reportedly in tight supply as a result of Apple's decision to adopt older generation NAND for its iPhone 15, which caught its memory...
Thursday 14 September 2023
Global fab equipment spending to return to growth in 2024
In 2023, global spending on fab equipment for front-end facilities is projected to decrease by 15% before rebounding with a 15% year-over-year increase in 2024, according to a recent...
Wednesday 13 September 2023
Memory module houses to gain from NAND price rally
A recent supply-driven rally in NAND flash prices will allow memory module manufacturers to profit from previously accumulated low-price inventory, according to industry sources.
Tuesday 12 September 2023
Samsung stepping up NAND flash output cut
Samsung Electronics has stepped up its NAND flash memory production reduction, which is expected to reach 50% by the end of 2023, according to industry sources.
Friday 8 September 2023
Memory module houses hesitant to sell NAND flash inventory at low prices
Memory module manufacturers' reluctance to sell existing NAND flash inventories at low prices has driven up spot market prices since the end of August, according to industry source...
Wednesday 6 September 2023
Silicon Motion expects NAND flash market to improve
Silicon Motion Technology, a memory device controller supplier, anticipates improvements in the NAND flash market next year.
Friday 1 September 2023
Samsung reportedly to build 236-layer NAND at P1 facility
Following rumors that said Samsung Electronics was considering halting some of its NAND flash production at its P1 facility in Pyeongtaek, South Korea, new rumors have now emerged...
Thursday 31 August 2023
NAND flash spot prices rise
NAND flash memory suppliers appear determined to raise prices, resulting in a modest increase in spot market prices for August, according to industry sources.
Wednesday 30 August 2023
Samsung to upgrade NAND equipment supply chain in 2024
To enhance the competitiveness of its new generation NAND flash, Samsung Electronics is reportedly going to upgrade its NAND core equipment supply chain in 2024. Samsung has also...
Friday 25 August 2023
Samsung aims to bring NAND inventory return to normal level by year's end
Korean media TheElec cited industry sources as saying that Samsung will implement a large-scale production cut to reduce NAND inventory, with an aim to reduce stocks to a...
Tuesday 22 August 2023
Amid production cuts, NAND flash supply chain sees shakeup
All major NAND flash suppliers are continuing to constrain their output, with prices for the memory segment to see slower declines. A shakeup of the NAND flash supply chain is also...
Thursday 17 August 2023
Samsung said to mass produce over-300-layer 3D NAND chips in 2024 with double-stack process
To solidify its leading position in the NAND flash market, Samsung Electronics reportedly plans to again utilize a double-stack technology for manufacturing 3D NAND over 300 layers,...
Global wafer foundry industry analysis and forecast, 2022
DIGITIMES Research Special Report Databases
Global high-end AI server shipments to soar in 2023, says DIGITIMES Research
In light of Huawei's 5G smartphone launch, US could pose even stricter sanctions, said DIGITIMES Research
Global foundry revenues anticipated to rise for 2024 despite lingering chip demand weakness, says DIGITIMES Research