Macronix NAND Revenue Jumps 382% as Samsung's MLC Exit Creates a 2026 Supply Vacuum: Your Dual-Source Playbook
Samsung's MLC NAND exit left a 42% supply gap; Macronix booked to capacity with monthly pricing. Hardware engineers and ...
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Apple Tried to Get CXMT Pricing — and Got Samsung's Rate Instead: What the World's Largest Buyer Failure Means for Your DRAM Procurement Strategy
Apple asked CXMT for a DRAM discount and was quoted Samsung prices — a structural signal that changes the buyer calculus...
Samsung Seeks a 20%+ LPDDR Price Hike in 3Q 2026: How the AI Server Boom Is Reshaping Mobile Memory Procurement
Samsung reportedly asked for 20%+ LPDDR price hikes in 3Q 2026 as HBM and NVIDIA Rubin devour mobile-grade DRAM capacity...