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Tuesday, February 18th, 2025
| Time | Event |
| 4:02a | NAND Flash Prices Plunge Amid Supply Glut, Factory Output Cut NAND flash prices are expected to slide due to oversupply, forcing memory chipmakers to cut production to match lower-than-expected orders from PC and smartphone manufacturers. From a report: The superabundance of stock is putting a financial strain on suppliers of NAND flash, according to TrendForce, which says growth rate forecasts are being revised down from 30 percent to 10-15 percent for 2025. "NAND flash manufacturers have adopted more decisive production cuts, scaling back full-year output to curb bit supply growth. These measures are designed to swiftly alleviate market imbalances and lay the groundwork for a price recovery," TrendForce stated. Shrish Pant, Gartner director analyst and technology product leader, expects NAND flash pricing to remain weak for the first half of 2025, though he projects higher bit shipments for SSDs in the second half due to continuing AI server demand. "Vendors are currently working tirelessly to discipline supply, which will lead to prices recovering in the second half of 2025. Long term, AI demand will continue to drive the demand for higher-capacity/better-performance SSDs," Pant said. Commenting on the seasonal nature of the memory market, Pant told The Register: "Buying patterns will mean that NAND flash prices will remain cyclical depending on hyperscalers' buying behavior." 
Read more of this story at Slashdot. |
| 6:30a | Sandisk Puts Petabyte SSDs On the Roadmap SanDisk aims to produce petabyte-scale SSDs through its new UltraQLC platform, though the company has not specified a release timeline. The technology, it said, combines SanDisk's BICS 8 QLC 3D NAND with a proprietary 64-channel controller featuring hardware accelerators that offload storage functions from firmware to reduce latency and improve reliability. The initial UltraQLC drives will use 2Tb NAND chips to reach 128TB capacities, with future iterations targeting 256TB, 512TB, and eventually 1PB as higher-density NAND becomes available. The controller dynamically adjusts power based on workload and employs an advanced bus multiplexer to handle increased data loads from high-density QLC stacks, the company said.
Read more of this story at Slashdot. |
| 2:50p | Acer To Raise US Laptop Prices 10% After Tariffs Acer will raise laptop prices in the United States by 10% next month due to Trump administration tariffs on Chinese imports, CEO Jason Chen said. "We will have to adjust the end user price to reflect the tariff," Chen said. "We think 10 percent probably will be the default price increase because of the import tax." The Taiwan-based company, the fifth-largest computer seller in the U.S. market behind HP, Dell, Lenovo and Apple, could add hundreds of dollars to its high-end laptops that cost up to $3,700. Chen said Acer is exploring manufacturing options outside China, including possible U.S. production. The company has already moved desktop computer assembly out of China following earlier 25% tariffs during Trump's first term. The 10% tariff imposed this month affects nearly 80% of U.S. laptop imports from China.
Read more of this story at Slashdot. |
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