Kioxia & Sandisk Just Announced ¥5 Trillion for Japan. What This Means for Hardware Sourcing.

Kioxia & SanDisk commit JPY 5T to Japan NAND expansion. New K3 Fab targets 2029 production. Three supply chain takeaways for IT hardware buyers planning 2027–2029 sourcing.

2026-08-31

Reading

Counterpoint: Prices of some memory chips more than doubled around the Spring Festival, and supply shortages are expected to continue into the second half of 2027.

According to a report by the Korea Herald today, market research firm Counterpoint Research stated at an online seminar that the prices of some memory products increased by more than 100% around the Lunar New Year , and the overall supply shortage will continue until the second half of 2027 .

2026-03-13

Reading

To maximize profits, Samsung and SK Hynix have jointly reduced NAND flash memory production.

Samsung and SK Hynix cut 2026 NAND production to boost profits, triggering price surges and supply shortages amid AI demand.

2026-01-20

Reading

Goldman Sachs research seems to point towards DRAM and SSD prices spiking next year as memory supply lags behind demand

Memory supply crunch set to trigger massive price spikes ahead.

2025-12-17

Reading

Micron Announces Exit from Crucial Consumer Business

Micron decision to exit the Crucial consumer business

2025-12-04

Reading

HDD delivery delays extended to 2 years QLC NAND production capacity was sold out ahead of schedule

AI-Driven Storage Crunch: QLC NAND Set to Overtake TLC by 2027

2025-11-07

Reading

SK Hynix and NVIDIA Reach HBM4 Supply Agreement, with Prices Up 50%

The forecast of next year, about HBM4& DRAM

2025-11-07

Reading

Nvidia supplier SK Hynix has already sold next year’s chips on AI boom

South Korean chipmaker points to difficulty in meeting demand as it posts record profits

2025-10-29

Reading

Intel CPU chip inventory is running low: expected to be exhausted in Q1 2026, and decided to raise prices to adjust supply and demand

On October 24 that Intel Chief Financial Officer (CFO) David Zinsner pointed out in an interview with Barron's today that as demand for server and personal computer processors far exceeded expectations, the company's chip inventory is rapidly depleting.

2025-10-27

Reading