Japanese NAND flash maker Kioxia's stock is up ~800% over the past 12 months, as AI demand and constrained NAND flash supply boost the chipmaker's pricing power
Japanese NAND flash memory maker Kioxia is up 500%+ in 2025 so far, outperforming all other MSCI World Index members, after its Tokyo IPO debut in December 2024
Artificial intelligence's insatiable appetite for data storage has delivered Japanese memory chipmaker Kioxia Holdings Corp …
A look at SK Hynix's NAND flash memory chip plant in Dalian, China, acquired from Intel for $9B in 2020, which is now in limbo because of US-China export rules
Bloomberg : X: @mackhawk , @samkimasia , @samkimasia , and @pstasiatech X: Mackenzie Hawkins / @mackhawk : New: South Korea's economy relies heavily on chips. That makes it especially vulnerable to U...
Apple unveils M3 14" and 16" MacBook Pros with up to a 22-hour battery life, in Space Black for Pro and Max variants; the M3 Max supports up to 128GB of RAM
here's how to preorder Chris Barylick / O'Grady's PowerPage : Apple announces 14-inch and 16-inch M3 MacBook Pro notebooks Jason Snell / Six Colors : A magic number: New MacBook Pros and iMacs usher i...
SK Hynix opens an investigation into Huawei's Mate 60 Pro using Hynix's LPDDR5 and NAND flash memory, an isolated example of materials sourced outside of China
Bloomberg :
TrendForce: NAND flash memory revenue fell 45% YoY and 25% QoQ in Q4 2022 and is set to drop 8.1% QoQ in Q1 2023; NAND's per-bit costs may reach all-time lows
Analysis: the blended bill of materials for the iPhone 14 Pro Max 128GB is $464 total, up 3.7% on the 13 Pro Max, with 22% down to Apple's A16 and other chips
- The blended bill of materials (BoM) cost for the iPhone 14 Pro Max with 128GB Nand flash is about $464, a 3.7% increase from that of the iPhone 13 Pro Max.
US-based MaxLinear, which makes broadband communication chips, plans to acquire Taiwan's Silicon Motion, which makes NAND flash controllers for SSDs, for $3.8B
Bloomberg :
Kioxia and WD report contamination at two NAND production factories, impacting up to 6.5EB of storage; TrendForce says NAND prices could rise 5%-10% in Q2
Update 2/10/2022, 3am PT: Analyst firm TrendForce has now reported that the incident could cause NAND flash prices to spike 5 to 10% in Q2 …
Analysis: average smartphone NAND flash capacity crossed 100GB for the first time in 2020; avg. capacity in iPhones was 140.9GB in Q4 '20 vs. 95.7GB for Android
Brady Wang / Counterpoint Research :