Western Digital and Micron have had substantial inventories to work through, causing memory prices to drop significantly. Samsung’s decision to reduce memory chip production should alleviate the ...

A lot has happened since our last note on Micron; reports of weaker data center capex spending, the CAC announcing its investigation, and Samsung pledging to cut memory chip production. We remain ...

Bottom line: The NAND flash industry is facing mounting pressure due to a combination of weak demand, oversupply, and declining prices. This challenging market environment has persisted throughout the ...

Apple's investments in acquiring flash memory expertise and technology appear to be centered around packing more storage capacity into Macs and iOS devices at lower prices, with the same level of ...

The evolution of flash memory over 35 years. The rise of NAND flash. How KIOXIA has been involved in advancing flash memory. This author of the article is Scott Nelson, Executive Vice President and ...