Dossier
NAND Flash memory
Coverage of NAND Flash memory in the Nexus archive.
- Memory makers are slaves to the boom-bust rollercoaster, and the AI boom is the wildest ride of all
Memory makers SK Hynix, Micron, and Samsung are experiencing revenue growth due to the AI boom, but face potential shortages and high prices as new semiconductor manufacturing facilities take years to become operational. Investments in new fabs by these companies and governments, including a $576 billion initiative in South Korea, highlight the industry's complexity and long lead times.
- TSMC struggles to keep up with AI demand: ‘We can only support so much’
TSMC, the world's largest semiconductor-maker, is struggling to meet high AI-related demand from American customers despite expanding its US factories. CEO C.C. Wei stated that customer demand exceeds capacity, and the AI boom has caused long-term shortages in memory products like RAM and NAND Flash.