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Samsung, SK Hynix step up China NAND upgrades as US tool risks grow

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digitimes.com 2026-08-25

HBF: As NAND Adopts an HBM-Like Architecture, the AI Memory Hierarchy Is Being Redefined - semivision

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tspasemiconductor.substack.com 2026-08-24

China’s NAND Specialist YMTC Moves Closer to IPO

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eetimes.com 2026-08-21

Chinese NAND flash leader Yangtze Memory Technologies Co. Ltd (YMTC) is accelerating its IPO preparations to capitalize on the memory chip shortage driven by the AI era. As one of China's 'Two Changs' alongside DRAM specialist ChangXin Memory Technologies (CXMT), YMTC is positioning itself among the

NAND flash Semiconductor IPO AI chips Memory chips Chinese semiconductor Chip manufacturing 3D NAND DRAM

Micron commits $10 billion to new US-based Research Labs — Boise hub to target post-DRAM and NAND technologies and packaging - Tom's Hardware

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www.tomshardware.com 2026-08-21

YMTC parent advances IPO as NAND share hits 14% and AI storage scales

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digitimes.com 2026-08-20

GigaDevice profit surges 1,092% on memory upcycle, niche DRAM and NAND gains

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digitimes.com 2026-08-19

Phison CEO sees years of NAND shortage, AI growth chance

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digitimes.com 2026-08-17

Canandaigua National Bank & Trust Co. Invests $11.84 Million in NVIDIA Corporation $NVDA - MarketBeat

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www.marketbeat.com 2026-08-15

On August 15, 2026, MarketBeat reported that Canandaigua National Bank & Trust Co. increased its stake in NVIDIA Corporation during the second quarter, investing $11.84 million to acquire 59,177 shares. This purchase brought NVIDIA's share in the bank’s portfolio to approximately 1.0%, making it the

NVIDIA Semiconductor AI Chip Institutional Investment Stock Buying Market Analysis Financial Investment GPU

SanDisk lays out multiyear NAND roadmap and AI storage targets at investor day

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digitimes.com 2026-08-14

China’s YMTC overtakes Kioxia, Micron in global NAND shipments: Counterpoint (MU:NASDAQ) - Seeking Alpha

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seekingalpha.com 2026-08-13

This Chinese firm has topped Micron and Kioxia in shipments of crucial NAND memory chips - CNBC

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www.cnbc.com 2026-08-13

According to Counterpoint Research, Yangtze Memory Technologies (YMTC) has rapidly gained ground in the NAND flash memory chip market, securing the third position in global shipments during Q2, behind South Korea's Samsung and SK hynix but ahead of U.S. rival Micron and Japan's Kioxia. This marks a

NAND flash memory Semiconductor market Chinese semiconductor Memory chips Chip supply chain YMTC Yangtze Memory Technologies Memory market

This Chinese firm has topped Micron and Kioxia in shipments of crucial NAND memory chips - CNBC

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news.google.com 2026-08-13

Samsung held top market share spot for NAND during Q2; SK Hynix ranked second: Counterpoint - Seeking Alpha

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seekingalpha.com 2026-08-12

According to Counterpoint Research's latest report, Samsung maintained its leading position in the global NAND flash market during Q2 2026, capturing 25% of total shipments. SK Hynix, newly listed on Nasdaq, ranked second with approximately 15% market share, reflecting its growing competitiveness in

NAND flash Semiconductor memory Market share Samsung SK Hynix Storage chips Memory market Semiconductor industry

SK Hynix expanding Solidigm Dalian NAND plant - Blocks & Files

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www.blocksandfiles.com 2026-08-12

CMP Polishing Slurry Market Growth to 2035 Driven by 3D NAND and Advanced Packaging - News and Statistics - indexbox.io

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www.indexbox.io 2026-08-12

According to a market analysis report from indexbox.io, the global CMP (Chemical Mechanical Polishing) slurry market is projected to grow steadily through 2035, primarily driven by the rapid advancement of 3D NAND memory and advanced packaging technologies. CMP slurries are critical materials in sem

CMP Slurry Semiconductor Manufacturing 3D NAND Advanced Packaging Market Analysis Semiconductor Materials Wafer Fabrication Memory Chips

SK Hynix faces US patent fight over HBM, 3D NAND - digitimes

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news.google.com 2026-08-10

SK Hynix faces US patent fight over HBM, 3D NAND

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digitimes.com 2026-08-10

SK Hynix announces $38.1 billion investment plan to expand DRAM and NAND production - Neowin

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news.google.com 2026-08-08

The memory chip sector explained: HBM, DRAM, NAND and the stocks in each subsector - Investing.com UK

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news.google.com 2026-08-08

SK Hynix building new DRAM and NAND fabs - Blocks & Files

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news.google.com 2026-08-07

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