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(From left) Samsung Electronics Pyeongtaek Campus and SK hynix Icheon M16 plant skyline./Courtesy of each company Samsung Electronics and SK hynix, which together hold more than 60% of the global NAND ...
NAND flash pricing is shifting away from short-term cycles toward structural pressure TrendForce data shows inventory movements no longer dictate SSD component costs Suppliers are limiting bit output ...
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 ...
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 ...
Increased storage needs at the edge and in the cloud are fueling rising demand for higher-capacity flash memory across multiple applications. Released every 12 to 18 months, 3D NAND scaling outpaces ...
Forbes contributors publish independent expert analyses and insights. This is the second in a set of four blogs about projections for digital storage and memory for the following year that we have ...
TL;DR: Samsung has developed next-generation NAND flash storage that reduces power consumption by up to 96% compared to current technology. This breakthrough, based on ferroelectric transistors and ...
TL;DR: Phison CEO Khein-Seng Pua highlights a severe NAND flash and SSD shortage, doubling TLC 1-terabit NAND prices and driving a 90% revenue surge in 2025. AI-driven demand shifts storage from HDDs ...
Facepalm: Samsung is reportedly raising DRAM and NAND prices by up to 30 percent, following similar hikes from SanDisk and Micron. SanDisk raised NAND flash prices by more than 10 percent a few weeks ...
SK hynix says it has begun mass production of its 321-layer 2-terabit (Tb) quad-level cell (QLC) NAND flash memory, which marks the first implementation of QLC NAND to employ more than 300 layers.