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Storage market
X posts about storage-sector equities across the US, China, Japan, and Korea.
Samsung is reportedly considering raising DRAM chip prices by up to 20% in the third quarter of 2026. The move is aimed at maximizing profitability amid ongoing memory market dynamics. The information comes from a brief market report shared by TrendForce, though no further details on implementation or market response were provided.
SK hynix is investing 100 trillion won in Cheongju, South Korea, to expand NAND flash memory production capacity. The investment includes the M17 fabrication plant. This move addresses rising NAND demand.
Samsung has reportedly filed a patent for a new dummy die design intended for high-layer HBM (High Bandwidth Memory). The move comes as memory manufacturers work to stack more layers in HBM. The source provides no further technical details or timeline.
TrendForce comments that the 1.4nm semiconductor node, expected around 2028-2029, still feels far away. In the near term, Samsung and TSMC are already locked in fierce competition over 2nm process technology variants. The brief remark does not detail the specific variants or strategies.
SK Hynix has amended its SEC filing to include the purchase of 26 NXE3800E extreme ultraviolet (EUV) lithography scanners from ASML. The disclosure was made in the updated filing, indicating a significant capital investment in advanced chip manufacturing equipment. The NXE3800E is ASML's latest high-throughput EUV system, essential for producing cutting-edge semiconductors. Specific financial terms or delivery timelines were not detailed in the truncated social media post.
Micron CEO Sanjay Mehrotra stated on CNBC that the company is “firing on all cylinders” and that every AI system demands more memory at higher performance to realize AI’s full potential. He sees memory supply tightness extending beyond 2027, driven by long-term secular demand trends and supply constraints. Micron invested $10 billion in 2023 even when prices fell to a third of 2022 levels, and now plans $200 billion in global investments to bring on additional supply. The company has signed Strategic Customer Agreements across data center, automotive, and consumer markets. While the data center market is the largest for memory and storage, 40% of Micron’s revenue still comes from consumer, automotive, and industrial segments.