SK Hynix is conditioning its US manufacturing expansion on receiving US government approval to export more semiconductor equipment to its NAND flash plant in Dalian, China.
Chinese memory manufacturer YMTC has filed for an IPO in Shanghai to fund production expansion, following a period of rapid revenue growth driven by the AI infrastructure market.
Investment banks Barclays and Citi project that the global memory chip shortage could persist until 2029, driven by high demand for AI infrastructure and shifting production priorities.
Memory prices are expected to remain elevated for the next 3–4 years as production capacity fails to keep pace with the 4–6x surge in AI-driven demand.
YMTC expects the global NAND flash shortage to last for three more years, driven by massive demand for AI infrastructure and enterprise-grade storage.
Chinese manufacturer YMTC expects the global memory shortage to continue for three more years, potentially lasting until late 2029.
Micron's Mobile and Client unit achieved an 88% operating margin in fiscal Q4 2025, driven by price increases despite lower memory shipments.
Micron has sued YMTC, alleging the Chinese firm recruited its engineers to steal NAND memory technology and file fraudulent patents to initiate legal action.
The Munich Regional Court has issued two injunctions against Micron following a patent infringement ruling in favor of Chinese memory maker YMTC.
Rosenblatt Securities set a $2,400 price target for SanDisk, citing the company's role in AI infrastructure and its long-term partnership with Kioxia.
Chinese DRAM giant ChangXin Memory Technologies is planning to expand its operations into the NAND flash memory market to diversify its product portfolio.
China's largest DRAM producer, CXMT, is reportedly preparing to enter the NAND flash market by establishing a new R&D production line in Beijing.
SK Hynix subsidiary Solidigm is evaluating plans to build a new NAND flash memory factory in the United States to meet rising demand for AI infrastructure.
Solidigm is evaluating potential locations in the United States to build a new NAND flash memory production plant to reduce reliance on its existing manufacturing base in China.
Chinese chipmaker CXMT is entering the NAND flash memory market by establishing a research center and an experimental production line in Beijing.
SK Hynix subsidiary Solidigm is evaluating the construction of a new NAND wafer fab in the United States to support AI data center supply chains.
Samsung Electronics plans to raise prices for mobile DRAM and NAND flash memory in upcoming quarterly negotiations due to shifting production priorities toward AI hardware.
