nand
Memory crunch ripples across chip supply chain: SMIC, NVIDIA, device makers feel the hit
Memory industry to maintain cautious capEx in 2026, with limited impact on bit supply growth
SK hynix unveils 2029-2031 roadmap featuring HBM5, GDDR7-Next, and 400+ layer NAND
AI storage demand accelerates HDD replacement as NAND Flash suppliers shift toward high-capacity nearline SSDs
NAND Flash prices to rise 5-10% in 4Q25, driven by spillover demand for QLC products
Inference AI driving structural shifts in high-capacity storage, nearline SSD demand surges
NAND Flash revenue surged over 20% in 2Q25, SK Group share jumped to 21%
SK hynix unveils world’s first 321-layer QLC NAND, targets 1H26 commercial launch
3Q25 NAND Flash contract prices projected to rise 5-10%; Weak smartphone demand limits eMMC and UFS growth
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