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Industry

Samsung, SK hynix push upgrades at China NAND plants as YMTC closes in

Samsung Electronics and SK hynix are moving to upgrade technology at their NAND flash plants in China as storage demand rises from AI data centres and YMTC\'s market share climbs quickly. Samsung is seeking to shift processes at its Xi\'an plant to produce 286-layer V9 NAND, while SK hynix is accelerating equipment upgrades in Dalian to target production of 240 layers or more. The plans must proceed within U.S. export controls, with approval for equipment still a key variable.

Industry

China\'s CXMT to double DRAM output, but easing memory shortage seen unlikely

China\'s memory chipmaker ChangXin Memory Technologies (CXMT) is expected to sharply expand DRAM production capacity through 2028, but the supply improvement felt by global PC consumers is likely to be limited. Counterpoint Research and TrendForce forecast wafer output rising from about 320,000 this year to 420,000 in 2027, with a possible 500,000 to 600,000 by 2028. Most additional supply may go to China, and prices are not seen as clearly competitive.

AI & Enterprise

Nvidia raises price of 7-year-old Shield TV Pro by 50 percent amid surging memory costs

Nvidia has raised the price of its Shield TV Pro streaming device by 50 percent, lifting the U.S. price from $199.99 to $299.99. The company cited higher component costs, including memory, as prices rise across the industry. The device, launched in October 2019, retains the same specifications. Analysts point to a memory supply-demand imbalance tied to the spread of AI data centres and manufacturers focusing on server products.