# Kioxia

Samsung Doubles NAND Prices as AI‑Fueled Storage Supercycle Tightens Supply

Samsung has raised NAND flash prices by over 100% in Q1 2026 as AI‑driven demand for high‑performance storage outstrips supply. Analysts say the industry has entered a storage‑chip "supercycle," with tight capacity likely to persist until at least 2027 and meaningful new supply not expected until 2028.

NeTe2026年1月26日 04:10

#NAND#Samsung#SK Hynix

Scrabble tiles spelling 'DOGE' and 'MUSK' on a wooden table, highlighting internet culture and cryptocurrency.

Business

Musk’s Surprise Davos Appearance and a Winter-Driven Energy Shock Roil Markets

A severe US winter storm has sent natural gas futures sharply higher, complicating an otherwise positive session for US equity futures. Elon Musk’s unexpected Davos appearance adds a volatility vector for technology and AI-focused stocks, while chip supply constraints and corporate moves in semiconductors, crypto custody and fusion power frame a broader market narrative.

NeTe2026年1月22日 15:00

#Elon Musk#Davos#Natural Gas