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#nandflash — Public Fediverse posts

Live and recent posts from across the Fediverse tagged #nandflash, aggregated by home.social.

  1. Times of India | India's smartphone market is going ‘premium,’ but not entirely by choice

    AI generated summary, Read the full article for complete information.

    India's smartphone market grew 5.8% in value in Q1 2026 despite a 4.1% drop in shipments, as the average selling price hit a record $302, driven largely by a collapse of phones under $100, which fell 59% year‑on‑year due to soaring DRAM and NAND costs that pushed memory to up to 20% of a low‑end phone’s bill of materials. This forced many budget models out of the market, pushing buyers into the $100‑200 segment, which absorbed the displaced demand and grew 10% to 45% of shipments. While premium bands ($400‑$800) also expanded, the overall “up‑market” narrative is partly a supply‑side effect rather than pure consumer choice. Brands felt the squeeze unevenly: OPPO, Motorola and Samsung held or gained share, whereas low‑cost players such as realme, Poco, iQOO and OnePlus saw steep declines, limited by rising component prices that curtailed aggressive discounting and online flash‑sale tactics. The memory shortage, driven by AI server demand, is expected to persist into 2027, likely keeping smartphone prices elevated across all segments.

    Read more: timesofindia.indiatimes.com/te

    #Oppo #Motorola #Samsung #Apple #realme #Poco #iQOO #OnePlus #DRAM #NANDflash #

  2. Times of India | India's smartphone market is going ‘premium,’ but not entirely by choice

    AI generated summary, Read the full article for complete information.

    India's smartphone market grew 5.8% in value in Q1 2026 despite a 4.1% drop in shipments, as the average selling price hit a record $302, driven largely by a collapse of phones under $100, which fell 59% year‑on‑year due to soaring DRAM and NAND costs that pushed memory to up to 20% of a low‑end phone’s bill of materials. This forced many budget models out of the market, pushing buyers into the $100‑200 segment, which absorbed the displaced demand and grew 10% to 45% of shipments. While premium bands ($400‑$800) also expanded, the overall “up‑market” narrative is partly a supply‑side effect rather than pure consumer choice. Brands felt the squeeze unevenly: OPPO, Motorola and Samsung held or gained share, whereas low‑cost players such as realme, Poco, iQOO and OnePlus saw steep declines, limited by rising component prices that curtailed aggressive discounting and online flash‑sale tactics. The memory shortage, driven by AI server demand, is expected to persist into 2027, likely keeping smartphone prices elevated across all segments.

    Read more: timesofindia.indiatimes.com/te

    #Oppo #Motorola #Samsung #Apple #realme #Poco #iQOO #OnePlus #DRAM #NANDflash #

  3. Times of India | India's smartphone market is going ‘premium,’ but not entirely by choice

    AI generated summary, Read the full article for complete information.

    India's smartphone market grew 5.8% in value in Q1 2026 despite a 4.1% drop in shipments, as the average selling price hit a record $302, driven largely by a collapse of phones under $100, which fell 59% year‑on‑year due to soaring DRAM and NAND costs that pushed memory to up to 20% of a low‑end phone’s bill of materials. This forced many budget models out of the market, pushing buyers into the $100‑200 segment, which absorbed the displaced demand and grew 10% to 45% of shipments. While premium bands ($400‑$800) also expanded, the overall “up‑market” narrative is partly a supply‑side effect rather than pure consumer choice. Brands felt the squeeze unevenly: OPPO, Motorola and Samsung held or gained share, whereas low‑cost players such as realme, Poco, iQOO and OnePlus saw steep declines, limited by rising component prices that curtailed aggressive discounting and online flash‑sale tactics. The memory shortage, driven by AI server demand, is expected to persist into 2027, likely keeping smartphone prices elevated across all segments.

    Read more: timesofindia.indiatimes.com/te

    #Oppo #Motorola #Samsung #Apple #realme #Poco #iQOO #OnePlus #DRAM #NANDflash #

  4. Times of India | India's smartphone market is going ‘premium,’ but not entirely by choice

    AI generated summary, Read the full article for complete information.

    India's smartphone market grew 5.8% in value in Q1 2026 despite a 4.1% drop in shipments, as the average selling price hit a record $302, driven largely by a collapse of phones under $100, which fell 59% year‑on‑year due to soaring DRAM and NAND costs that pushed memory to up to 20% of a low‑end phone’s bill of materials. This forced many budget models out of the market, pushing buyers into the $100‑200 segment, which absorbed the displaced demand and grew 10% to 45% of shipments. While premium bands ($400‑$800) also expanded, the overall “up‑market” narrative is partly a supply‑side effect rather than pure consumer choice. Brands felt the squeeze unevenly: OPPO, Motorola and Samsung held or gained share, whereas low‑cost players such as realme, Poco, iQOO and OnePlus saw steep declines, limited by rising component prices that curtailed aggressive discounting and online flash‑sale tactics. The memory shortage, driven by AI server demand, is expected to persist into 2027, likely keeping smartphone prices elevated across all segments.

    Read more: timesofindia.indiatimes.com/te

    #Oppo #Motorola #Samsung #Apple #realme #Poco #iQOO #OnePlus #DRAM #NANDflash #

  5. The AI memory super-cycle has a shadow story.

    2D NAND — the planar flash inside automotive ECUs, PLCs, switches, and medical devices — just spiked 2–3× as Samsung, Micron, and SK Hynix exited. Macronix moved customers to monthly contracts. Winbond booked through 2027.

    buysellram.com/blog/the-other-

    #NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory

  6. The AI memory super-cycle has a shadow story.

    2D NAND — the planar flash inside automotive ECUs, PLCs, switches, and medical devices — just spiked 2–3× as Samsung, Micron, and SK Hynix exited. Macronix moved customers to monthly contracts. Winbond booked through 2027.

    buysellram.com/blog/the-other-

    #NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory

  7. The AI memory super-cycle has a shadow story.
    While headlines track HBM allocation and DDR5 contract resets, 2D NAND prices just spiked 2–3× in the corner of the market that powers automotive ECUs, factory PLCs, network switches, and medical devices.
    What happened: Samsung announced MLC NAND end-of-life with final shipments in June 2026. Micron, SK hynix, and Kioxia capped legacy output. TrendForce projects worldwide MLC capacity dropping ~42% YoY in 2026.
    What's filling the vacuum: Macronix Q1 2026 revenue +71% YoY, gross margin 40.8%, NAND revenue +382% YoY. Macronix moved customers from quarterly to monthly pricing. Winbond approved a record NT$42.1B 2026 capex and says capacity is booked through 2027.

    buysellram.com/blog/the-other-

    #MLCNAND

  8. The AI memory super-cycle has a shadow story.

    2D NAND — the planar flash inside automotive ECUs, PLCs, switches, and medical devices — just spiked 2–3× as Samsung, Micron, and SK Hynix exited. Macronix moved customers to monthly contracts. Winbond booked through 2027.

    buysellram.com/blog/the-other-

    #NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory #tech

  9. The AI memory super-cycle has a shadow story.

    2D NAND — the planar flash inside automotive ECUs, PLCs, switches, and medical devices — just spiked 2–3× as Samsung, Micron, and SK Hynix exited. Macronix moved customers to monthly contracts. Winbond booked through 2027.

    buysellram.com/blog/the-other-

    #NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory #tech

  10. The AI memory super-cycle has a shadow story.

    2D NAND — the planar flash inside automotive ECUs, PLCs, switches, and medical devices — just spiked 2–3× as Samsung, Micron, and SK Hynix exited. Macronix moved customers to monthly contracts. Winbond booked through 2027.

    buysellram.com/blog/the-other-

    #NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory #tech

  11. The AI memory super-cycle has a shadow story.

    2D NAND — the planar flash inside automotive ECUs, PLCs, switches, and medical devices — just spiked 2–3× as Samsung, Micron, and SK Hynix exited. Macronix moved customers to monthly contracts. Winbond booked through 2027.

    buysellram.com/blog/the-other-

    #NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory #tech

  12. The AI memory super-cycle has a shadow story.

    2D NAND — the planar flash inside automotive ECUs, PLCs, switches, and medical devices — just spiked 2–3× as Samsung, Micron, and SK Hynix exited. Macronix moved customers to monthly contracts. Winbond booked through 2027.

    buysellram.com/blog/the-other-

    #NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory #tech

  13. The AI memory super-cycle has a shadow story.

    2D NAND — the planar flash inside automotive ECUs, PLCs, switches, and medical devices — just spiked 2–3× as Samsung, Micron, and SK Hynix exited. Macronix moved customers to monthly contracts. Winbond booked through 2027.

    buysellram.com/blog/the-other-

    #NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory

  14. The AI memory super-cycle has a shadow story.

    2D NAND — the planar flash inside automotive ECUs, PLCs, switches, and medical devices — just spiked 2–3× as Samsung, Micron, and SK Hynix exited. Macronix moved customers to monthly contracts. Winbond booked through 2027.

    buysellram.com/blog/the-other-

    #NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory

  15. Why Laptops and Smartphones Are Getting More Expensive?

    The answer is not inflation. It is wafers.

    In today’s market, every DDR5 module, HBM stack, LPDDR chip, and SSD starts from the same 300mm silicon wafer. When manufacturers allocate those wafers to AI-grade memory for data centers, they are no longer available for PCs, smartphones, or consumer devices.

    buysellram.com/blog/the-2026-g

    #MemoryPricing #DRAM #NANDFlash #SSD #DataCenter #SupplyChain #Tech #HBM #DDR5 #LPDDR5X #NVMe #WaferCapacity

  16. Why Laptops and Smartphones Are Getting More Expensive?

    The answer is not inflation. It is wafers.

    In today’s market, every DDR5 module, HBM stack, LPDDR chip, and SSD starts from the same 300mm silicon wafer. When manufacturers allocate those wafers to AI-grade memory for data centers, they are no longer available for PCs, smartphones, or consumer devices.

    buysellram.com/blog/the-2026-g

    #MemoryPricing #DRAM #NANDFlash #SSD #DataCenter #SupplyChain #Tech #HBM #DDR5 #LPDDR5X #NVMe #WaferCapacity