Search results for 3D NAND
Industry
AI-driven NAND flash supply shortage hits memory card market
Sony has temporarily suspended orders for CFexpress and SD memory cards as shortages of NAND flash memory worsen due to demand from expanding AI data centres, Techzin reported on March 30. The company cannot procure parts and has not set a date to resume orders. The affected products include CFexpress Type A, CFexpress Type B and SDXC and SDHC cards, which use TLC 3D NAND also used in enterprise SSDs.
Industry
HBM battle lines and DRAM price direction: March semiconductor events in focus
March brings a packed global semiconductor calendar, with Nvidia’s GTC expected to outline next-generation AI chips and related high-bandwidth memory demand. China’s annual parliamentary meetings are set to unveil the 2026–2030 five-year plan, potentially detailing subsidies tied to chip self-reliance. Samsung Electronics and SK Hynix shareholder meetings may signal leadership changes and governance shifts. Investors are also watching whether DRAM and NAND contract prices turn at the end of the quarter.
Industry
Chip equipment makers step up test chip competition as proof demands rise
Semiconductor equipment makers are reinforcing test chip capabilities as chipmakers increasingly require pre-validated solutions for advanced processes. With the cost of halting production lines rising for sub-2-nanometre nodes, chipmakers are reluctant to test new tools and materials on their own fabs. Applied Materials is expanding test chip teams and global R&D infrastructure, including a META Center in New York. Samsung Electronics is also working with key customers on PPA evaluations and test chip collaboration.
