00 Introduction NAND Flash is a type of non-volatile storage medium where charge is stored in a floating gate surrounded by an insulating layer, allowing it to retain stored data even when power is lost. It utilizes a “NOT-AND Gate” circuit structure, with storage cells connected in series. From smartphones to solid-state drives, it plays … 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
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
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
Storage chips are the second largest sector in the chip industry, following logic chips such as CPUs and GPUs. Since 2025, Micron Technology has led the price increase trend for storage chips, and in September of this year, SanDisk announced a price increase of over 10% for all channels and consumer customers. This adjustment is … Read more
We have compiled the storage supercycle report released by Morgan Stanley on Sunday, starting with a mind map, followed by a translation of the overall industry outlook, and concluding with an analysis of companies favored in different markets.Overall Trends in the Storage Market: The dynamics of the storage industry are changing, with supply shortages emerging … Read more
【Datachina Comment】 Recently, some media commented that Wuhan Xinxin (XMC) still has a technical gap of at least 3 to 4 years compared to Samsung Electronics. However, in my view, the gap is not just 3-4 years; there are also three major companies in between—Toshiba, Micron, and Hynix. In the realm of NAND Flash, Samsung … Read more
Recent trends in storage chips include three major developments: Surging demand for enterprise-grade NAND drives prices upward, as AI servers accelerate the shift of high-density storage capacity towards the enterprise market; Accelerated iteration of HBM technology, with SK Hynix and Naver Cloud collaborating on a near-memory computing architecture chip that has entered the prototype testing … Read more
Source:Tiger Says Chip Original Author:Tiger Says Chip This article introduces the principles, structure, processes, and applications of NAND Flash. Basic Principles and Structure of NAND Flash What is NAND Flash?NAND Flash (flash memory) is a type of non-volatile memory technology primarily used for data storage. Unlike traditional DRAM or SRAM, NAND Flash retains data even … Read more
In October 2020, SK Hynix acquired Intel’s NAND flash memory and storage business for $9 billion, including Intel’s solid-state drive business, NAND components, and wafer business, as well as the NAND flash chip manufacturing plant in Dalian, China. However, Intel will retain its Optane business. At the end of last year, Intel announced that it … Read more