# NAND
Latest news and articles about NAND
Total: 14 articles found
SK Group Warns Memory Shortage Could Last to 2030, Raising Stakes for AI Growth
SK Group chairman Chey Tae-won warned at NVIDIA’s GTC that global shortages of memory chips—especially HBM used in AI accelerators—could persist until 2030. He cited systemic production bottlenecks and rising AI demand that will likely keep DRAM, NAND and HBM prices elevated and prompt further investment and strategic moves by chipmakers.
From Overnight Riches to a Margin Squeeze: Why Xiami’s (Xiaomi) Rally Has Turned Into Investor Anxiety
Xiaomi’s early 2026 euphoria has faded as the company faces a squeeze from sharply higher memory-chip prices, intensified domestic competition from Huawei, and softer demand for its EVs and handsets. Multiple brokerages have cut targets and earnings forecasts, and the stock has fallen nearly 47% from recent highs, raising broader questions about margins and strategy.
Apple’s M5 MacBooks: AI Muscle Up, Starter Storage Cuts — A Pricing Play to Absorb Rising Memory Costs
Apple’s new M5 MacBooks deliver significant on‑device AI and GPU performance gains enabled by TSMC’s SoIC‑MH packaging, while the company has raised base storage and retail prices by cutting lower‑capacity SKUs. The strategy appears designed to absorb rising NAND and DRAM costs, protect margins and push more customers toward higher‑priced configurations.
China Warns: Memory Chip Prices Surge on AI Demand, Forcing Consumer Electronics Price Rises
China’s price‑monitoring arm says DRAM and NAND prices have surged to multi‑year highs since September 2025, driven by explosive AI server demand, strategic capacity shifts by dominant suppliers, rising materials costs and downstream panic buying. The increases are already being passed on to PCs and smartphones and will weigh on manufacturing input prices and some consumer price categories until new capacity comes online.
AI-driven Memory Crunch Set to Shrink Smartphone Shipments and Send DRAM Prices Soaring
A market forecast warns that an AI-driven shortage of DRAM and NAND will depress global smartphone shipments to about 1.1 billion units this year and keep memory tight through 2027. Contract prices for DRAM and NAND are expected to surge sharply, hitting low-margin Android brands hardest while advantaging suppliers and premium device makers.
Memory Shortage Could Trigger a 13% Collapse in Smartphone Shipments in 2026, IDC Warns
IDC has cut its 2026 smartphone shipment forecast to about 1.1 billion units, forecasting a roughly 13% decline driven by a memory/storage chip shortage. The disruption favours large OEMs and major memory manufacturers, risks higher prices and delayed product launches, and could lengthen replacement cycles for consumers.
Memory-Led Boom: Semiconductor Revenues Poised to Cross $1 Trillion on AI and Storage Strength
Omdia forecasts that the semiconductor industry will surpass $1 trillion in revenue by 2026, propelled primarily by a storage-led recovery and stronger AI deployment. The rebound is heavily concentrated in memory chips, while non-memory segments show only modest growth, raising questions about cycle concentration and supply-chain risk.
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.