Search results for NAND flash
AI & Enterprise
AI data centres prioritise memory, smartphone and PC costs could rise 15 percent
Expanding AI data centres are pushing memory makers to prioritise production of high-bandwidth memory, cutting supplies of general-purpose DRAM and NAND flash used in smartphones and PCs. TechRadar said the pressure could affect device prices, specifications and the broader mobile ecosystem through 2027. Analysts say smartphone component costs could rise by 15 percent or more, forcing some mid-range and budget models to reduce memory or overall specifications. Smaller Android vendors may face tougher choices.
Industry
Memory chip \'big 3\' net profits surge, set to overtake global big tech
Memory chipmakers\' profitability has risen to the top tier globally amid an AI boom. Samsung Electronics, SK Hynix and U.S. Micron Technology are expected to enter the global top 10 by net profit this year, a sharp shift from last year. The Wall Street Journal forecast Samsung could rank second behind Nvidia, with SK Hynix sixth and Micron ninth. Memory prices have surged, lifting related shares.
Industry
Samsung Electronics sees NAND, foundry join AI-driven profit engines
Samsung Electronics is seeing a shift in profit drivers in its memory business as NAND flash and its contract chipmaking unit gain traction on AI demand, following record quarterly results led by HBM and DRAM. The company says it has completed mass-production preparations for high-performance Gen6 NAND storage and received positive early customer feedback. It also says talks with multiple large AI HPC customers on its 2-nanometre process are active, with expectations of visible results soon.
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AI & Enterprise
AI chip demand surge drives storage component prices up to 900 percent, storage prices jump
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Industry
AI HBM capacity investment keeps general-purpose memory shortage until 2027
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Finance
Bitcoin bottom may still lie ahead as Anthropic launches Claude Opus 4.7
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Games & Commerce
Chipflation drives up console and PC prices, raising fears gaming becomes an expensive hobby
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Telecommunications & Media
Samsung raises Galaxy phone and tablet prices in U.S. amid memory shortage impact
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Industry
SK hynix begins supplying PQC21 client SSD based on 321-layer QLC NAND
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Industry
AI-driven NAND flash supply shortage hits memory card market
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Industry
Chip prices set to rise again amid supply shortage and higher oil costs
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Industry
U.S., Japan, Korea NAND group to invest 3.5 trillion won in Taiwan\'s Nanya Tech to secure DRAM
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Industry
AI demand reshapes semiconductor cycle
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Industry
DRAM, NAND price surge puts PC market on alert, laptop prices seen rising up to 40 percent
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Industry
Dnotitia unveils AI storage strategy, aims to move beyond simple storage
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Industry
Fadu revenue doubles on AI data center demand
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Industry
Semiconductor \'January jinx\' broken with 10th straight monthly record performance
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AI & Enterprise
PC and smartphone prices rise as AI data centers tighten memory chip supply