Q1 2026 is shaping up to be a turning point for NAND memory pricing, driven by tight supply, disciplined production, and sustained demand from AI and enterprise storage. As Q1 2026 unfolds, the NAND flash memory market is no longer quietly recovering — it is actively tightening. After more than a year of inventory corrections […]
Micron plans to close Shanghai DRAM operations and focus more on NAND memory market. Micron Memory, a USB semiconductor company based out of Boise ID, is reportedly planning to close their Shanghai operations which uses technology resources to develop DRAM technology. I source not willing to comment indicates a lack of talent or “loss of […]
3D NAND was developed in response to the scaling limitations of 2D NAND memory. The layers in 3D NAND were flipped from horizontal to vertical orientation and strings of them were built to form a tower. By changing the direction of how the cells are configured created opportunity to increase storage capacity, reduce size of […]
DRAMeXchange published a market research paper stating that NAND flash memory will continue to flood the market at lower prices. NAND flash memory is primarily used for storing songs, photos and other data on gadget type devices like digital cameras, MP3 players and iPods. The biggest contributing factor on why the market will continue to […]
While forecasting strong sales and profitability in 2008, Silicon Motion projects that demand for low-density NAND flash will beat that for the high-density segment, driven by demand for microSD cards and embedded memory, said company president and CEO Wallace Kou. Silicon Motion guides that annual sales will grow by 25-35% on year with gross margins […]
A customer places an order for USB flash drives. The samples were approved. The controller was chosen. Capacity, performance, and cost all look fine. Then somewhere between quoting and production, the factory comes back with a revision: “We want to switch the NAND.” Maybe the original plan was Micron and now they want to use […]
If you strip away the marketing language, the AI hardware race right now is about one thing: moving data is expensive. Not financially. Electrically. Every time information leaves memory, crosses a bus, hits a processor, and comes back, energy gets burned. At scale, that energy becomes heat. Heat becomes infrastructure. Infrastructure becomes cost. That’s why […]
I was in the CES 2026 press room when SK hynix laid out its next-gen AI memory roadmap Las Vegas always has noise, but the CES press rooms are different. They’re quieter, more technical, and the people in the seats are listening for one thing: what ships, what scales, and what changes procurement decisions six […]
NAND flash feels instant, but it isn’t — and that gap is where the stutters come from. Modern devices feel fast. Phones boot quickly. Files copy in seconds. Apps install while you’re barely paying attention. So it’s easy to assume that the memory underneath it all is operating at nanosecond speeds. Here’s the quiet truth: […]
If you’ve built a PC, upgraded a laptop, or bought an SSD in the last twenty years, chances are you’ve run into the Crucial brand. For a long time, Crucial was the friendly, consumer-facing arm of Micron — a way for one of the world’s biggest memory manufacturers to sell directly to everyday users. So […]
