Solid State Storage Technology
trendforce 18h
【Weak Module-House Demand Weighs on NAND Spot Trading; 512Gb TLC Prices Dip 1.28%】
Due to weak demand from the largest buyer, module houses ... Show more
trendforce Oct 21
【Weak Module-House Demand Weighs on NAND Spot Trading; 512Gb TLC Prices Dip 1.28%】
Due to weak demand from the largest buyer, module houses ... Show more
Micron's next-generation 3D NAND to double bit density with over 400 layers, offering extreme performance — G11 3D NAND promises 42 Gb/mm2 and blistering 5 ...
tomshardware.com/pc-components/ssds/microns-next-generation-3d-nand-to-double-bit-density-with-over-400-layers-offering-extreme-performance-g11-3d-nand-promises-42-gb-mm2-and-5-400-mt-s-interface-speed
trendforce Oct 15
[News] SK hynix Reportedly Seeks U.S. Chip Tool Approval for China Expansion to Fund Potential U.S. NAND Fab
trendforce.com/news/2026/10/15/news-sk-hynix-reportedly-seeks-u-s-chip-tool-approval-for-china-expansion-to-fund-potential-u-s-nand-fab/
![[News] SK hynix Reportedly Seeks U.S. Chip Tool Approval for China ...](https://img.trendforce.com/blog/wp-content/uploads/2025/01/17103456/SK-hynix_321-layer_4D_NAND_01-1-624x468.png)
Samsung, SK Hynix upgrading China plants to make more advanced chips, people say: Reuters
cnbc.com/2026/10/21/samsung-sk-hynix-upgrading-china-plants-to-make-more-advanced-chips-people-say-reuters.html
SK hynix reportedly playing hardball with Trump admin over 3D NAND fab — company demands increased chipmaking equipment exports to China in exchange for US fab
tomshardware.com/pc-components/ssds/sk-hynix-reportedly-playing-hardball-with-trump-admin-over-3d-nand-fab-company-demands-increased-chipmaking-equipment-exports-to-china-in-exchange-for-us-fab
Paid articlePaywall trendforce Oct 07
【Weak Demand, High Inventories at Module Houses Weigh on NAND; 512Gb TLC Spot Prices Fall Nearly 3%】
Transaction volumes remain sluggish in the spot market ... Show more
Wccftech Oct 01
Don’t Expect Cheaper Memory Even If The AI Bubble Pops: Micron Says Each Humanoid Robot Would Need Over 200 GB Of DRAM And Multiple Terabytes Of NAND
wccftech.com/dont-expect-cheaper-memory-even-if-the-ai-bubble-pops-micron-says-each-humanoid-robot-would-need-over-200-gb-of-dram-and-multiple-terabytes-of-nand/
trendforce Oct 05
Meanwhile, DRAM tightness is becoming an enterprise SSD constraint.
DRAM lead times remain Very Tight at 20 weeks vs. 8 weeks in a balanced market ... Show more
trendforce Sep 30
【NAND Sellers Offer Greater Price Flexibility, but Buying Remains Weak; 512Gb TLC Wafer Prices Fall 2.45%】
Consumer end-demand has yet to show signs of ... Show more
trendforce Sep 21
trendforce Sep 23
【Chinese Supplier Capacity Releases Keep NAND Spot Supply Ample; 512Gb TLC Wafer Prices Fall 1%】
Restricted by persistently weak consumer end-demand and ... Show more
Yangtze Memory wins first substantive injunction in 3D NAND patent fight with Micron
technode.com/2026/09/23/yangtze-memory-micron-3d-nand-patent-injunction/
trendforce Sep 09
【Weak Demand Keeps NAND Spot Prices Under Pressure Despite Greater Pricing Flexibility; 512Gb TLC Wafers Down 2.71%】
Spot prices ... Show more
trendforce Sep 16
【NAND Spot Demand Stays Weak; 512Gb TLC Wafer Prices Fall 0.31%】
End demand from the consumer market continues to be sluggish ... Show more
China's premier memory maker CXMT eyes producing flash for SSDs, report claims — 3D NAND research and development line rumored for its second ...
tomshardware.com/pc-components/ssds/chinas-premiere-memory-maker-cxmt-eyes-producing-flash-for-ssds-report-claims-3d-nand-research-and-development-line-rumored-for-its-second-manufacturing-facility-near-beijing
Paid articlePaywall NOR Flash and SLC NAND production are under threat as capacity gets routed to more profitable products — 'severe undersupply' threatens everyday ...
tomshardware.com/pc-components/dram/nor-flash-and-slc-nand-production-are-under-threat-as-capacity-gets-routed-to-more-profitable-products-severe-undersupply-threatens-everyday-electronics
Paid articlePaywall trendforce Sep 02
【NAND Spot Prices Stay Range-Bound on Weak Demand; 512Gb TLC Wafers Down 0.90%】
Spot prices are consolidating sideways, weighed down by the lack of ... Show more
trendforce Aug 25
Memory Prices Soar; DRAM and NAND Flash to Account for 68% of Major CSP CapEx in 2027, Says TrendForce
trendforce.com/presscenter/news/20260825-13198.html
bunshun.jp Sep 07
A weakness of Japan's tech industry is that its talented engineers are held in low regard. An engineer at Toshiba invented NAND flash memory in the 80s ... Show more
SK hynix faces dilemma as de facto largest Kioxia shareholder: SK hynix has become the de facto largest shareholder in Kioxia, the world’s third-largest NAND ...
koreatimes.co.kr/business/companies/20260812/sk-hynix-faces-dilemma-as-de-facto-largest-kioxia-shareholder
trendforce Aug 18
Combined Revenue of Top Five NAND Flash Brands Rises 77% QoQ in 2Q26; Micron Moves Up to Third Place, Says TrendForce
trendforce.com/presscenter/news/20260818-13186.html
Notebookcheck Sep 01
The world's thinnest tablet is a powerhouse – Huawei MatePad Pro Max review: Huawei MatePad Pro Max review: We put its display, performance, battery life ...
notebookcheck.net/The-world-s-thinnest-tablet-is-a-powerhouse-Huawei-MatePad-Pro-Max-review.1381968.0.html
trendforce Aug 19
【Sluggish Consumer Demand Persists; NAND 512Gb TLC Wafer Spot Price Edges Up 0.39%】
The spot market exhibited a visible vertical consolidation recently still ... Show more
dlvr.it Aug 26
Memory crunch: Cloud operators may be pushed to splurge 68% of capex on DRAM and NAND
theregister.com/storage/2026/08/26/memory-crunch-cloud-operators-may-be-pushed-to-splurge-68-of-capex-on-dram-and-nand/5292648
Wccftech Aug 26
CXMT And YMTC Reportedly Have No Intention Of Supplying Apple Large Volumes Of Memory Chips, But Would Still Like The Bragging Rights That Come With An Apple ...
wccftech.com/cxmt-and-ymtc-reportedly-have-no-intention-of-supplying-apple-large-volumes-of-memory-chips-but-would-still-like-the-bragging-rights-that-come-with-an-apple-partnership/
SSD price increases might be with us for the long haul, as Phison's CEO says NAND supply won't catch up with demand for four years
pcgamer.com/hardware/ssds/ssd-price-increases-might-be-with-us-for-the-long-haul-as-phisons-ceo-says-nand-supply-wont-catch-up-with-demand-for-four-years/
trendforce Aug 05
【512Gb TLC Wafer Spot Prices Jump 4.55%, While NAND Rebound Lacks Demand Support】
Spot market continues to linger in gloominess amidst sluggish end consumer ... Show more
trendforce Aug 07
[News] Winbond Says Customers Seek LTAs Through 2030; Adata Expects Even Tighter DRAM Supply in 2027
trendforce.com/news/2026/08/07/news-winbond-says-customers-seek-ltas-through-2030-adata-expects-even-tighter-dram-supply-in-2027/
![[News] Winbond Says Customers Seek LTAs Through 2030; Adata Expects Even ...](https://img.trendforce.com/blog/wp-content/uploads/2026/02/11104047/Winbond-on-X-20260211-624x351.jpg)
Enterprise SSDs now consume 48% of global NAND flash supply: A recent study by Counterpoint Research highlights the seismic shift the NAND flash industry is ...
techspot.com/news/113478-enterprise-ssds-now-consume-48-global-nand-flash.html
trendforce Jul 31
👀 AI will continue to drive memory demand in 2027, keeping #DRAM tight and prices firm. As #NAND Flash capacity expands and consumer demand weakens ... Show more
Diverging Memory Market Outlook in 2027 as DRAM Supply Remains Tight While NAND Flash Supply Conditions Ease, Says TrendForce
Diverging Memory Market Outlook in 2027 as DRAM Supply Remains Tight While NAND Flash Supply Conditions Ease, Says TrendForce
Wccftech Aug 13
China’s YMTC Becomes The World’s Third-Largest NAND Manufacturer, Clocking In Explosive Growth While Eyeing Samsung-Level Capacity
wccftech.com/chinas-ymtc-becomes-the-worlds-third-largest-nand-manufacturer-clocking-in-explosive-growth-while-eyeing-samsung-level-capacity/
Special promo code brings price of this 4TB NVMe SSD down to less than $100 per TB
neowin.net/deals/special-promo-code-brings-price-of-this-4tb-nvme-ssd-down-to-less-than-100-per-tb/
Wccftech Aug 04
SK hynix, In Collaboration With SanDisk, Unveils The New High Bandwidth Flash (HBF) Standard, Helping To Resolve AI Inference Bottlenecks ...
wccftech.com/sk-hynix-sandisk-high-bandwidth-flash-hbf-standard-3tbs/
yicaiglobal.com Aug 12
China’s Yangtze Memory Technologies has broken into the ranks of the global top three NAND flash memory suppliers for the first time ... Show more
SK Hynix is spending $38 billion to build two new chip fabs: SK Hynix just announced a massive new investment to strengthen its manufacturing capacity for both ...
techspot.com/news/113403-sk-hynix-spending-38-billion-build-two-new.html
High Bandwidth Flash gets first technical specification for AI data centers: A year ago, SanDisk and SK Hynix announced a collaboration to develop a common ...
techspot.com/news/113341-high-bandwidth-flash-gets-first-technical-specification-ai.html
Kioxia's new PCIe 6.0 SSDs want to be the cheap alternative to expensive AI memory
techspot.com/news/113385-kioxia-new-pcie-60-ssds-want-cheap-alternative.html
Kioxia and Sandisk demonstrate the world's highest-density 3D NAND flash — 332 active layers and up to 4,800 MT/s interface
tomshardware.com/pc-components/ssds/kioxia-and-sandisk-demonstrate-the-worlds-highest-density-3d-nand-flash-332-active-layers-and-up-to-4-800-mt-s-interface
A requiem for Optane, Intel's KV cache killer that could have eased the RAM price crunch
theregister.com/storage/2026/07/29/a-requiem-for-optane-intels-kv-cache-killer-that-could-have-eased-the-ram-price-crunch/5280063
SK Hynix announces $38.1 billion investment plan to expand DRAM and NAND production
neowin.net/news/sk-hynix-announces-381-billion-investment-plan-to-expand-dram-and-nand-production/
Samsung Electronics launches next-generation AI memory technology: Samsung Electronics introduced a new generation of artificial intelligence memory technology ...
reuters.com/world/asia-pacific/samsung-electronics-launches-next-generation-ai-memory-technology-2026-08-04/
Samsung reveals next-gen memory with stacked HBM and 400-layer NAND: At the Future of Memory and Storage 2026 conference in Santa Clara, California ...
techspot.com/news/113361-samsung-reveals-next-gen-memory-stacked-hbm-400.html
trendforce Jul 29
【Module House Restocking Lifts NAND Spot Prices, with 512Gb TLC Up 1.69% amid Weak Trading】
Overall spot market remains sluggish due to withering demand for ... Show more
dlvr.it Jul 30
GPUs could explode to multiple TB with new storage-inspired memory tech: High-bandwidth flash promises SSD-like capacities with HBM-like speeds ...
theregister.com/storage/2026/07/30/gpus-could-explode-to-multiple-tb-with-new-storage-inspired-memory-tech/5281363
High Bandwidth Flash Unlocks Massive Model Storage: High Bandwidth Flash offers efficient storage for model weights
spectrum.ieee.org/high-bandwidth-flash
trendforce Jul 30
Diverging Memory Market Outlook in 2027 as DRAM Supply Remains Tight While NAND Flash Supply Conditions Ease, Says TrendForce
buff.ly/MBEDBPH
trendforce Jul 22
💾 NAND's Quiet Segment Turns Explosive
As memory giants pour capex into advanced processes, mature-node capacity is drying up ... Show more
trendforce Jul 22
【Aggressive Module House Stocking Supports NAND Spot Prices, but Rebound Momentum Remains Weak】
Overall spot market remains sluggish due to withering consumer ... Show more
trendforce.com Jul 21
NAND Flash Supply Growth to Outpace Demand in 2027, Easing Supply Constraints in 2H27, Says TrendForce
trendforce.com/presscenter/news/20260721-13148.html
Need Speed? We Tested 60+ External SSDs to Find the Ultimate Performance King: Five years of benchmark data, 60+ external SSDs, one clear winner: Here’s how ...
uk.pcmag.com/ssds/166421/fastest-external-ssds-tested-2026
If you want a 4TB NVMe SSD, this is your chance to grab one with this coupon deal
neowin.net/deals/if-you-want-a-4tb-nvme-ssd-this-is-your-chance-to-grab-one-with-this-coupon-deal/
TEAMGROUP NV10000 review: PCIe Gen5 x4 3D NAND with read speeds over 10000MB/s: We were invited to take a look at TEAMGROUPs newest desktop M.2 NVMe boasting ...
neowin.net/reviews/teamgroup-nv10000-review-pcie-gen5-x4-3d-nand-with-read-speeds-over-10000mbs/
Samsung 990 2TB SSD Review: New flash, familiar speeds: A budget Gen 4 QLC SSD with few surprises
tomshardware.com/pc-components/ssds/samsung-990-2tb-ssd-review
trendforce Jul 13
Niche Demand and MLC Migration to Drive SLC NAND Prices up 120–170% in 2H26, Says TrendForce
trendforce.com/presscenter/news/20260713-13142.html
5 reasons why an M.2 2230 SSD has replaced all my flash drives: Sticking it to the USB sticks
xda-developers.com/how-m2-2230-ssd-enclosure-replaced-flash-drives/
trendforce Jul 08
【Weak Consumer Demand Weighs on NAND Spot Market; 512Gb TLC Wafer Prices Fall 2.87%】
As for spots, market demand and prices continue to hit rock bottom due to ... Show more
Wccftech Jul 06
SSD Shortage Due To AI Encouraged An Engineer To Upgrade A MacBook Pro’s Storage To 8TB, But The NAND’s $800 Price And Hours Of Work Will Make Anyone Nervous
wccftech.com/ssd-shortage-due-to-ai-encouraged-an-engineer-to-upgrade-a-macbook-pros-storage-to-8tb-but-the-nands-800-price-and-hours-of-work-will-make-anyone-nervous/
Wccftech Jul 08
ADATA Chairman Warns DRAM Prices Jump 30% and NAND 40% in Q3 2026 as AI Starves Consumer Supply
wccftech.com/adata-warns-30-percent-memory-40-percent-nand-price-hike-q3-2026/
trendforce Jul 01
【NAND Spot Market Weakens Even as Suppliers Cut Quotes; 512Gb TLC Wafer Down 1.03%】
Spots remain partially sluggish, where dynamics of demand are visibly ... Show more
trendforce Jun 29
💾 NOR Flash & SLC NAND: Volume Flat, Revenue at Multi-Decade Highs
Capital has pivoted to advanced chips, leaving mature nodes severely supply-constrained ... Show more
Wccftech Jul 03
Apple Is Swapping The Faster TLC For Slower QLC Storage In iPhone 18 Pro Duo’s 1TB And 2TB Models, While Charging Sky-High Prices
wccftech.com/apple-is-swapping-the-faster-tlc-for-slower-qlc-storage-in-iphone-18-pro-duos-1tb-and-2tb-models-while-charging-sky-high-prices/
SK hynix to invest $712.5 billion in South Korean operations — Cheongju NAND expansion, Yongin Semiconductor Cluster for DRAM detailed
tomshardware.com/pc-components/dram/sk-hynix-to-invest-usd712-5-billion-in-south-korean-operations-cheongju-nand-expansion-yongin-semiconductor-cluster-for-dram-detailed
trendforce Jun 24
【NAND Spot Market Remains in Pricing Standoff as 512Gb TLC Wafer Prices Fall 1.77%】
Recent spot prices have stabilized upon halting in reduction ... Show more
trendforce Jun 16
Contract Prices Surged More Than 100% in 1H26; Structural Shortages to Keep NOR Flash and SLC NAND Prices Rising in 2H26, Says TrendForce
trendforce.com/presscenter/news/20260616-13102.html
Wccftech Jun 24
Samsung bonds two 450-layer NAND cells into one chip as it chases 1000-layer SSDs that quadruple capacity by 2030
wccftech.com/samsung-bonds-two-450-layer-nand-cells-chasing-1000-layer-ssds-quadruple-capacity-2030/
trendforce Jun 17
【Weak Consumer Demand Weighs on Buying Sentiment; 512Gb TLC NAND Spot Price Falls 1%】
The spot market has significantly stabilized in prices upon seeing a ... Show more
16-year-old SATA II SSD survives 1 petabyte of writes — 25x more than the drive's endurance rating
tomshardware.com/pc-components/ssds/16-year-old-sata-ii-ssd-survives-1-petabyte-of-writes-25x-over-the-drives-tbw-rating
SK Hynix moves 375-layer NAND into mass production, replacing tungsten with molybdenum
techspot.com/news/112760-sk-hynix-moves-375-layer-nand-mass-production.html
trendforce Jun 10
【NAND Spot Prices Stabilize on 2Q Contract Price Strength】
Spot prices stabilized upon halting in reduction attributed to the recent surge of contract prices ... Show more
The Best Laptops for Video Editing in 2026: Film student or video pro? These top laptop picks can breeze through demanding video-editing tasks with ease ...
uk.pcmag.com/laptops/94462/the-best-laptops-for-video-editing
The SSD market is changing radically - | and PC buyers are at the end of the chain
pcgameshardware.de/SSD-Hardware-255552/News/Krise-Retail-Markt-Silicon-Motion-NAND-Knappheit-1545536/
An SSD company has just agreed to an almost $2 billion multi-year NAND deal, which is a sign it expects the memory crisis to stick around for a while
pcgamer.com/hardware/ssds/an-ssd-company-has-just-agreed-to-an-almost-usd2-billion-multi-year-nand-deal-which-is-a-sign-it-expects-the-memory-crisis-to-stick-around-for-a-while/
Apple AFM 3 breaks on-device AI memory limits: Apple's AFM 3 Core Advanced stores 20B parameters in NAND flash rather than DRAM — a new on-device option for ...
venturebeat.com/technology/on-device-ai-agents-hit-a-hard-memory-limit-apples-new-architecture-routes-around-it
