In the third quarter of 2025, multiple segments of the technology industry showed positive momentum. In the storage market, Samsung Electronics delivered an outstanding performance. With storage revenue of 19.4 billion US dollars, it surpassed SK Hynix (which recorded 17.5 billion US dollars in storage revenue) to reclaim the position of the world’s top storage […]
Recently, the global storage industry has ushered in a strong recovery, with prices of multiple product lines surging and related enterprises delivering remarkable performance. The market structure is expected to undergo long-term changes. Samsung Electronics achieved explosive performance in the third quarter. Its sales volume reached 86 trillion won (approximately 8.5 billion US dollars), representing […]
Recently, the global storage industry has been witnessing frequent movements. From DRAM shortages leading to module manufacturers suspending quotations, to the upcoming launch of new technical standards, and the accelerated layout of leading enterprises, the industry is ushering in a new wave of transformation. The trend of DRAM shortages and price hikes has spread from […]
In late September, the global storage industry witnessed a surge in enthusiasm. Stock prices and product prices of leading enterprises rose simultaneously, with the explosive demand driven by AI serving as the core driver. The industry’s super cycle is expected to last for several years. On September 29, Sandisk soared by 17% in a single […]
This week, the storage market continued its upward trend from last week, with NAND Flash and DRAM prices rising in tandem. Driven by the “buy when prices rise, not fall” psychology, coupled with expectations for the National Day and Mid-Autumn Festival peak consumption season, market purchasing sentiment has significantly warmed up. The game between channel […]
The global storage chip market is witnessing a significant recovery with continuous price increases. Samsung and SK Hynix have both stepped up their DRAM wafer investments, and supply is expected to remain tight from the second half of this year to next year. By the end of the third quarter, Samsung’s investment volume reached 1.93 […]
On September 22, Samsung Electronics’ stock price soared by over 5% at the opening, hitting a new high since August 2024. It breached 83,750 won during intraday trading, surpassing the 52-week high of 81,200 won set the previous week. So far this month, Samsung Electronics’ stock has recorded a cumulative increase of approximately 20%. Samsung […]
Driven by the explosive growth in data storage demand fueled by the accelerated development of artificial intelligence (AI) applications, the global storage market has fully entered a price hike cycle this week. According to industry analysis, insufficient upstream production capacity, low inventory levels, coupled with production cuts by original equipment manufacturers (OEMs) and supply chain […]
Recently, the global storage market has witnessed a new round of price surge. The tight supply of HDDs (Hard Disk Drives) has acted as a trigger, while the demand for NAND flash memory has surged sharply. Relevant enterprises have reported outstanding performance, though some manufacturers are also confronted with technological challenges. The price hike stems […]
Recently, the global storage and semiconductor industries have witnessed significant shifts in supply and demand, triggering a wave of product price increases. Amid this landscape, leading enterprises have shown mixed performances, with SK Hynix standing out due to its technological advantages and market layout. Not only has it delivered outstanding results currently, but its future […]