'The retail SSD market has almost disappeared,' says Silicon Motion exec — PC OEMs are buying third-party drives as direct NAND supply dries up
Huawei develops 122TB SSD with new packaging tech to sidestep US sanctions on 3D NAND chips — Chinese firm develops proprietary tech to cram more NAND dies in a smaller footprint
Memory prices tipped to fall as China starts flooding the market with DRAM and NAND chips
Researchers have found a way to combine NAND and DRAM technologies
NAND contract prices surge over 600% since September 2025, DRAM up ~400%
DRAM prices predicted to jump 63% in Q2, NAND up to 75% — follows 95% jumps in Q1, Trendforce says AI server demand keeps supply tight
Sony halts memory card shipments due to NAND shortage
Micron’s planned $24 billion NAND flash expansion in Singapore will require 400 to 500 power transformers, which is more than double the 100 to 150 units a standard wafer fab
Phison CEO thinks NAND shortages could shut down entire consumer electronics companies in 2026 — claims at least one foundry demands three-year cash payment upfront
Kioxia exec says the AI boom means the era of the cheap 1TB SSD is over —company's NAND supply is sold out for this year and likely through 2027
After Micron's greedy decision, SK Hynix could also exit consumer DRAM and NAND business
SanDisk to double price of 3D NAND for enterprise SSDs in Q1 2026 — hyperscalers to pay top dollar for storage as AI continues to roll
Sandisk and Samsung Delay NAND Shipments, Transcend Left Without Supply Since October
Samsung's new breakthrough NAND flash storage uses 96% less power, more details at CES 2026
Samsung follows Micron and SanDisk raising DRAM and NAND flash prices by up to 30% | Prepare to pay more for your memory and storage upgrade
