search
NAND memory
Trends
- 1
Shares of Japanese memory chipmaker Kioxia fell sharply, drawing heavy attention from investors tracking the volatile semiconductor sector. Traders are weighing profit-taking after recent gains against concerns about memory chip demand and pricing. The drop stands out because Kioxia is one of Japan's most closely watched technology listings, and its swings often signal broader sentiment about the NAND flash memory market.
- 2
Japanese memory chipmaker Kioxia Holdings released its latest earnings report, guiding for flat performance in the current third quarter but projecting a return to growth in the fourth quarter. Investors and market watchers are digesting the outlook amid ongoing interest in the NAND flash memory market and semiconductor demand trends.
- 3Apple's inventory surges 154% amid rising memory chip costs▼Apple's inventory surged 154% to $14.54 billion as memory chip costs continue to rise. The company is committing billion
Apple's inventory jumped 154% to $14.54 billion as memory chip costs keep climbing. The company is committing billions more to component purchases to secure supply, with AI infrastructure driving strong demand for DRAM and NAND. Memory prices could remain elevated into 2027, raising questions about margins across the tech industry.
- 4Flash memory suppliers find new leverage over Apple▼Apple bullied flash memory suppliers, and why AI datacenters changed the game
Flash memory suppliers long squeezed by Apple's aggressive pricing power are regaining ground as AI datacenters drive surging demand for storage chips. With datacenter buyers competing for NAND supply, the bargaining balance has shifted, weakening Apple's ability to dictate terms and giving chip sellers new negotiating leverage.
- 5Apple still charging over triple cost for iPhone storage upgrades▼Apple is still charging more than 3 times its cost for iPhone storage upgrades
Apple continues to mark up iPhone storage upgrades by more than three times the actual cost of the flash memory, according to Quartz. Moving from a base model to a higher storage tier costs consumers significantly more than the price Apple pays for the extra NAND chips, renewing criticism of the company's pricing practices on iPhones and other devices.
- 6Kioxia profit outlook trails estimates as memory price boom fades●Kioxia Holdings delivered a profit outlook that trailed estimates, warning that an AI-fueled surge in flash memory chip
Kioxia Holdings issued a profit forecast that came in below analyst estimates, cautioning that the AI-driven surge in flash memory chip prices is losing steam after several quarters of rapid growth. The warning from the Japanese chipmaker, one of the world's largest NAND flash producers, comes as investors reassess how long artificial intelligence demand can keep lifting memory prices and supplier earnings.
- 7Team Group CEO warns memory crisis will worsen next year●Team Group CEO warns memory crisis could reach point where 'even money can't buy goods' — will get worse next year, with
The head of memory maker Team Group has warned that the ongoing memory shortage could reach a point where 'even money can't buy goods', with prices showing no downward trend and conditions expected to deteriorate further next year. The comments add to industry warnings about tightening DRAM and NAND supply, and buyers are discussing what this means for the cost of PCs and other electronics.
- 8AI demand quintuples flash memory prices, shifting chip supply leverage▼AI demand has quintupled flash memory prices in a year, shifting leverage in chip supply chains. Apple, once the dominan
Flash memory prices have quintupled over the past year, driven largely by demand from AI datacenters. Apple, once the dominant buyer with strong pricing leverage, now competes with hyperscalers for NAND capacity. Suppliers such as Kioxia are locking in significantly higher prices through long-term contracts, shifting negotiating power firmly toward chipmakers.
- 9Apple warns unprecedented memory chip costs will hit margins▼Apple warns ‘unprecedented’ memory chip costs will hit margins
Apple has warned that surging memory chip prices, which it described as unprecedented, will squeeze its profit margins in the coming period. The company flagged rising DRAM and NAND costs as a headwind, a notable shift after years of cheap memory supply, and the warning is drawing attention across the semiconductor industry and among investors tracking Apple's earnings outlook.
- 10Why Chip Stocks Follow Memory Prices, Not Congress▼Why Chip Stocks Answer To Memory Prices, Not Congress
Analysts argue that semiconductor stocks are driven primarily by memory chip pricing dynamics rather than US congressional policy actions. With memory prices moving sharply on supply and demand, investors are watching DRAM and NAND trends more closely than legislation when assessing chipmakers' earnings prospects.
- 11Memory chip shortage pushes up PC and smartphone prices▼Memory chip shortage spikes consumer prices for PCs and smartphones
A global shortage of memory chips is driving up consumer prices for PCs and smartphones. Manufacturers facing higher component costs are passing them on to buyers, and shoppers may see further price increases as supply of DRAM and NAND memory remains tight.
- 12Micron Shares Rise as Memory Chip Shortage May Persist to 2030▼Micron Stock Climbs as Memory Chip Shortages Could Last Until 2030
Micron's stock is climbing amid expectations that global memory chip shortages could last until 2030. The Boise-based semiconductor maker is seen as a key beneficiary of tight supply in the DRAM and NAND markets, driven by strong demand from AI data centers and production cuts across the industry. Investors are betting on sustained pricing power for memory makers through the decade.
- 13Memory price surge to cut 2026 mobile SoC shipments nearly 20 percent●Memory price surge is hitting smartphones and cutting 2026 mobile SoC shipments by nearly 20 percent. Source: DigiTimes
Rising memory prices are squeezing smartphone makers and are expected to cut shipments of mobile system-on-chip processors for 2026 by nearly 20 percent, according to DigiTimes. The surge in DRAM and NAND costs is raising production expenses across the mobile supply chain, with chipmakers and phone manufacturers likely to scale back output or pass costs on to consumers.
- 14SK hynix's Solidigm Weighs $45 Billion Chip Plant Investment▼SK hynix's Solidigm Is Mulling a $45 Billion Chip Plant Investment. What This Means for SKHY Stock.
Solidigm, the US-based NAND flash subsidiary of South Korea's SK hynix, is considering a $45 billion investment in a chip manufacturing plant. The potential outlay would be one of the largest in the memory sector, aimed at expanding production capacity amid surging demand for storage driven by data centers and artificial intelligence. Investors are watching what the decision would mean for SK hynix's finances and its stock, which trades in the US as SKHY.
- 15NAND makers said to gain leverage over Apple●NAND-Hersteller: „Rache“ an Apple genommen? Apple verhandelte einst hart um die günstigsten NAND-Tarife. Doch mittlerwei
Apple once drove hard bargains to secure the cheapest NAND flash memory rates from suppliers. According to a report from German tech news site Heise, the balance of power has shifted: the artificial intelligence boom has increased demand for memory, giving NAND manufacturers the upper hand in negotiations, raising the question of whether suppliers are now taking 'revenge' on Apple with tougher terms.