search
NAND flash 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.
- 3Flash 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.
- 4Apple 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.
- 5Kioxia 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.
- 6NAND 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.