NAND stories
Spending on chipmaking kit is set to climb as AI, advanced memory and packaging push manufacturers to expand capacity worldwide.
AI operators could cut data-centre costs and power use as Sandisk positions flash memory for longer-context inference workloads.
Memory shortages pushed handset prices higher, sending global smartphone shipments down 11% in the second quarter and hitting budget buyers hardest.
Consumers are prioritising pricier PCs over phones, as higher component costs and longer upgrade cycles lifted retail tech revenues across Europe.
Higher component costs and shortages are set to curb demand, with regional PC shipments forecast to drop to 92.0 million units in 2026.
IDC warns memory shortages and supply constraints will drive a steeper 2026 fall in PC and tablet shipments, even as market value rises.
IDC says a memory shortage will drive a record 12.9% drop in 2026 smartphone shipments, hitting low-cost Android makers hardest.
VDURA launches index and modelling tool as AI-fuelled SSD volatility drives 189% flash cost surge and widens gap with hard drives.
AI-driven demand will push chipmaking kit sales to a record $133 billion in 2025, climbing further to $156 billion by 2027, SEMI says.
Global semiconductor revenue surged to USD $626 billion in 2024, driven by strong demand for GPUs and AI processors, according to Gartner.
Pure Storage has expanded its collaboration with Micron Technology to enhance energy-efficient solutions for hyperscale data centres, integrating advanced NAND technology.
In the agreement with Toshiba Corporation, Seagate has committed to provide up to $1.25 billion in financing to support the acquisition.
Samsung keeps Southeast Asia lead as Apple jumps to third, but rising memory costs and a shift to pricier phones lift revenue above shipments.
