Phison CEO Khein-Seng Pua is sounding the alarm on the knock-on effects of the DRAM and NAND flash shortage, arguing that the most vulnerable part of the market isn’t high-end PC hardware—it’s the sea ...

Phison CEO K.S. Pua warns DRAM and NAND shortages may last until 2030, threatening low-margin consumer tech and boosting enterprise memory demand.

TL;DR: Samsung and SK Hynix are cutting NAND production to focus on more profitable DRAM manufacturing amid rising AI-driven demand. This shift strains global NAND supply, driven by major buyers like ...

In context: Samsung has denied reports suggesting it plans to phase out production of consumer SATA SSDs, pushing back against claims in the hardware community. The clarification follows a flurry of ...

Moving into 2026, industry experts anticipate that MLC NAND flash capacity will decrease by 41.7%, thanks to Samsung ending its own MLC shipments in June of this year and other manufacturers including ...

Samsung Electronics is keenly exploring "hafnia ferroelectrics" as a next-generation NAND flash material, with the hope that this new material will enable stacking over 1,000 layers of 3D NAND and ...

While all SSDs are going to be faster than physical, spinning disk media, the experience between different SSDs and the flash they have within varies quite considerably. Flash storage most commonly ...

Sandisk has been obliterating the Street's revenue and EPS expectations. I see a similar pattern in earnings revisions to what Nvidia experienced in mid 2023. I believe a 2026 NAND pricing upcycle ...

Kioxia, a Japanese NAND flash manufacturer, forecasts a 2.7-fold increase in NAND memory demand by 2028, driven by AI, which is expected to impact SSD prices significantly. The company's new K2 plant ...

Most smartphones and computers today boast extremely fast read and write speeds, thanks to a paradigm shift towards flash memory, especially in consumer PCs. NAND flash memory finds use in a variety ...