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CXMT and YMTC Reportedly Removed From Pentagon Section 1260H List
Semiconductor, Hardware Angel Morales 2/17/26 Semiconductor, Hardware Angel Morales 2/17/26

CXMT and YMTC Reportedly Removed From Pentagon Section 1260H List

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PC and Server Memory Plus NAND Prices Surge Over 90% in Q1 2026, With Counterpoint Pointing to Additional Q2 Hikes
Hardware Angel Morales 2/9/26 Hardware Angel Morales 2/9/26

PC and Server Memory Plus NAND Prices Surge Over 90% in Q1 2026, With Counterpoint Pointing to Additional Q2 Hikes

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Samsung Reportedly Eyes 100% NAND Contract Price Hike in Q1 2026, With Customers Already Notified
Hardware Angel Morales 1/27/26 Hardware Angel Morales 1/27/26

Samsung Reportedly Eyes 100% NAND Contract Price Hike in Q1 2026, With Customers Already Notified

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Samsung Related Distributors Allegedly Signal Up To 80% Memory Price Hike as Supply Discipline Tightens
Hardware Angel Morales 1/23/26 Hardware Angel Morales 1/23/26

Samsung Related Distributors Allegedly Signal Up To 80% Memory Price Hike as Supply Discipline Tightens

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NVIDIA Inference Context Memory Storage Could Consume a Massive Share of Global NAND Output
AI, Hardware Angel Morales 1/13/26 AI, Hardware Angel Morales 1/13/26

NVIDIA Inference Context Memory Storage Could Consume a Massive Share of Global NAND Output

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Samsung Annual Operating Profit Projected to Reach 73Billion Dollars in 2026 as DRAM and NAND Prices Surge
Semiconductor Angel Morales 12/18/25 Semiconductor Angel Morales 12/18/25

Samsung Annual Operating Profit Projected to Reach 73Billion Dollars in 2026 as DRAM and NAND Prices Surge

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Consumer SSD Prices Poised to Surge as AI Drives Massive NAND Demand, Phison Warns
Semiconductor, Hardware Angel Morales 11/11/25 Semiconductor, Hardware Angel Morales 11/11/25

Consumer SSD Prices Poised to Surge as AI Drives Massive NAND Demand, Phison Warns

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