# NAND
Latest news and articles about NAND
Total: 7 articles found
AI Demand Frays CPU Market: Stable Consumer Prices, Fragmented Server Tightness in Shenzhen’s Huaqiangbei
A Shenzhen market survey finds consumer CPU prices largely unchanged while server CPUs show fragmented pricing moves tied to AI demand and model-specific tightness. Traders are shifting attention to memory amid dramatic DRAM and NAND price increases, and analysts expect continued structural divergence between consumer stability and server-side episodic volatility.
Memory Market Hits a 'Super Cycle' as Prices Surge and Chinese Suppliers Reap Windfall
From Q3 2025 a sharp rally in global memory prices has produced a 'super cycle' that propelled DRAM and NAND spot prices up more than 300% cumulatively. Chinese storage suppliers have reported improved earnings, and research houses forecast continued price gains into early 2026 driven by AI and datacentre demand, though cyclical risks and capacity responses could temper the upswing.
Memory Makers Ride an AI-Fuelled Supercycle as Prices Soar — and Few Can Stop It
A surge in demand for AI‑related storage is driving rapid price rises across DRAM and NAND, with suppliers shifting to flexible, quarterly pricing and prioritising high‑margin AI products. Limited capacity growth — because investment is being spent on process upgrades rather than volume expansion — means the shortage looks structural and could persist through 2026–27, benefiting memory vendors but squeezing OEMs and raising the cost of scaling AI services.
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.
How AI’s Appetite for Memory Is Turning Chip Windfalls Into an ‘AI Tax’ on Consumers
SK Hynix and Samsung are reallocating memory capacity to serve AI data centres, driving a surge in HBM and SSD demand that has pushed memory prices sharply higher. The result is higher costs and stealth downgrades for consumer devices, with ordinary buyers effectively shouldering the bill for large‑scale AI infrastructure build‑outs.
AI Boom Sends Memory Prices Soaring — What It Means for Cloud Providers, Chipmakers and Investors
AI-driven demand for high-performance memory has tightened global supplies, pushing DDR5 RDIMM and enterprise SSD prices sharply higher. China is accelerating domestic capacity expansion and technology upgrades, creating opportunities for local chipmakers and investors while leaving device makers and cloud users to manage higher costs.
Memory Modules Soar: Daily Price Swings and a Consumer Electronics Squeeze in 2026
Memory module prices in China have surged sharply in early 2026, with daily volatility and near-doubling in some segments driven by AI, data-centre demand and seasonal restocking. The spike threatens to raise consumer electronics prices, squeeze OEM margins and invite heavy capital spending that could sow future overcapacity risks.