According to whether data can continue to be stored in the device after power loss, storage chips can be divided into volatile and non-volatile types.Volatile storage chips mainly include Static Random Access Memory (SRAM) and Dynamic Random Access Memory (DRAM).Non-volatile memory mainly includes Programmable Read-Only Memory (PROM), Flash Memory (Flash), and Erasable Programmable Read-Only Memory … Read more
In-Depth Research on the Storage Chip Industry Chain 1. Introduction: Overview of the Storage Chip Industry 1.1 Strategic Position and Classification System of Storage Chips Storage chips, as a core component of the semiconductor industry, hold an irreplaceable strategic position in the digital economy era. According to IC Insights, storage chips account for approximately 56% … Read more
Today’s Highlights 1. NAND Flash prices have surged across the board 2. Negotiations for NAND capacity startup in 2027 are scheduled 3. Samsung plans to expand DRAM capacity 4. SK Hynix raises target price 5. Phison launches new PCIe 5.0 enterprise SSD products 01 NAND Flash Prices Surge Across the Board Following a strong increase … Read more
An unprecedented “super cycle” of storage chips is sweeping through the global technology hardware industry, casting a shadow over the profit outlook for personal computer (PC) and server manufacturers. According to reports from Wind Trading Desk, Morgan Stanley warned in a report released on November 16 that the uncontrolled surge in storage chip prices will … Read more
SK Hynix is the leader in the HBM market, currently holding over 60% market share. The company is also making the fastest progress on the sixth generation HBM product, HBM4, with plans to deliver 12-layer HBM4 samples to NVIDIA by March 2025, and the first batch of products by June 2025, indicating that mass production … Read more
Storage Chip Prices Surge by 50%: Entering a Super Cycle “NAND flash memory prices have surged by 50% this November!” SanDisk’s price increase notice has sent shockwaves through the tech community. Since September, storage chip prices have skyrocketed, from DDR4 memory to SSD flash storage, with industry insiders declaring that the dormant storage market has … Read more
1. The main categories can be divided into two major camps: NAND Flash and DRAM1. NAND Flash manufacturers These chips are used in devices that require long-term data storage, such as SSDs, USB drives, SD cards, and mobile storage. Currently, the global market is mainly dominated by the following companies, often referred to as the … Read more
The mainstream storage chips are divided into DRAM and NAND. DRAM is like building a vast, uniform “single-story neighborhood” on a flat surface, where each “house” (capacitor and transistor) is extremely small and precise; whereas 3D NAND resembles constructing a “skyscraper,” significantly increasing storage density by stacking hundreds of layers vertically. Compared to logic chips, … Read more
The storage chip sector has been the most eye-catching on 10/24, with the hype around storage chips having been ongoing for several months. Let’s take a closer look at this sector;First, let’s examine the specific types of storage chips【Excerpt from Yuanbao】: Storage chips are one of the core branches of the semiconductor industry. They can … Read more
1. Qualcomm’s collaboration verification schedule: The project was officially initiated in the first quarter of this year, completing domestic supplier verification. It is expected that after the chip returns at the end of June, packaging, testing, yield, and functionality evaluations will be conducted, with samples sent to mobile manufacturers in February to March next year, … Read more