TrendForce’s latest investigations have revealed that with consumer demand was concentrated in the first half of the year, leading to the traditional second-half peak season underperforming. The ...

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 ...

NAND flash prices are climbing alongside the broader memory recovery. Micron and Phison Electronics suspended quotations, sparking expectations of further hikes. Sources say Phison has resumed quotes ...

生成式AI与大型语言模型带来的新一波算力需求，正全面推升全球记忆体市场。近期DRAM与NAND Flash皆出现缺货现象，且缺口比先前预测更严峻，第四季及2026年价格将再掀一波涨升行情。 业界人士分析，全球云端服务供应商（CSP）针对2026年的订单大幅上修，已使现 ...

Dublin, Oct. 02, 2025 (GLOBE NEWSWIRE) -- The "NAND Insights Q3 2025" report has been added to ResearchAndMarkets.com's offering. This report provides a forecast of the supply-demand and application ...

根据TrendForce集邦咨询观察，由于消费市场需求提前在上半年被透支，下半年旺季未能如预期发挥效应，市场原本普遍预估4Q25价格将进入盘整。然而，HDD供给短缺与过长交期，使CSP（云端服务供应商）将储存需求快速转向QLC Enterprise SSD，短期内急单大量涌入 ...

South Korean industry and securities analysts predict that prices for general-purpose DRAM and NAND Flash will rise in 2026 amid looming supply shortages. The crunch stems from memory manufacturers ...

未来两年AI基础设施的建置重心，将偏向支援高效能的推论（inference）服务，在大容量HDD供不应求下，云端服务供应商（CSP）向NAND Flash供应商寻求解方，催生专为inference AI设计的Nearline SSD（近线固态硬碟），以满足市场需求。 TrendForce表示，各大NAND Flash供应商正 ...

随着QLC产能布局加速、企业级存储需求持续攀升，以及HDD供给短缺持续影响，市场供需关系将进一步优化，价格支撑力度增强。 TrendForce集邦咨询最新分析显示，受多重因素影响，NAND Flash市场正迎来价格上扬趋势，第四季度各类产品合约价将全面上涨，平均涨幅 ...

Sandisk Corporation (NASDAQ:SNDK) shares jumped Tuesday as investor sentiment rallied around the company’s prospects in a strengthening NAND flash memory market. The surge reflects growing optimism ...

（原标题：集邦咨询：受QLC产品热度的外溢效应驱动 预计NAND Flash第四季价格将上涨5-10%） 智通财经APP获悉，根据TrendForce集邦咨询观察，由于消费市场需求提前在上半年被透支，下半年旺季未能如预期发挥效应，市场原本普遍预估4Q25价格将进入盘整。然而，HDD ...