智通财经APP获悉，根据TrendForce集邦咨询最新研究报告指出，NAND Flash产业2025年持续面临需求疲弱、供给过剩的双重压力。在此背景下，除了Micron (美光) (MU.US)率先宣布减产，Kioxia/ SanDisk (铠侠/闪迪)、Samsung (三星)和SK hynix/ Solidigm (SK海力士/思得)也启动相关计划，可能长期内加快供应商整合步伐。

IT之家 2 月 13 日消息，闪迪在其投资者日活动中公布了三款将于今年推出的固态硬盘新品。这三款 SSD 均基于 BiCS8 (218L) NAND 闪存，两款属于客户端产品线，另一款则是企业级型号。 在客户端领域，闪迪将推出基于 QLC 的 PC ...

Micron is teaming up with Pure Storage for the 150TB DirectFlash module Micron's G8 QLC NAND has been qualified for production, alongside Kioxia This chip is used in Micron's own rival 60TB SSD ...

当前NAND Flash行业正处于需求疲软与供给过剩的双重压力之下。根据TrendForce集邦咨询的最新研究报告，2025年该行业可能会持续面临这些挑战。主要厂商如Micron（美光）、Kioxia（铠侠）、SanDisk（闪迪）、Samsung（三星）和SKhynix（SK海力士）均已启动减产策略，着力通过降低稼动率和延后制程升级等方式来应对这一局面。

Micron Technology's AI-driven growth and strong ... we expect NAND to recover starting in the 2nd half of fiscal 2025, as NAND SSDs should begin to replace some of the capacity of HDDs in data ...

Pure Storage predicted the end of spinning disk by 2028. Will its agreements with flash makers Micron and Kioxia, and an unnamed hyperscaler, be the first nails in the coffin for HDD?

This is because while SSDs read data at the page level (meaning from individual rows within the NAND memory grid) and can write at the page level, assuming surrounding cells are empty, they can ...

All major manufacturers of NAND flash ... SK Hynix, Micron, Western Digital and Kioxia. This involves a production volume of around ten percent. This could cause the prices of SSDs to rise further.

Micron Technology is a global manufacturer of memory and storage solutions. The company develops and produces DRAM, NAND flash memory, and SSD solutions for industries such as data centers, automotive ...

Similarly, SK Hynix, Micron, and Kioxia reduced ... technology position it to reshape the global NAND market. Samsung leads the global enterprise SSD segment with a 43.4% share, followed by ...

In this article, we are going to take a look at where Micron Technology (NASDAQ:MU) stands against the other AI stocks. Investors have become increasingly concerned about the rising capital ...