Memory prices surged in 4Q25, defying seasonal trends as AI drives demand

*Memory prices surged in 4Q25, defying seasonal trends as AI drives demand* Driven by strong AI demand, memory contract prices for NAND and DRAM rose sharply by an estimated 15-20% in the fourth quarter of 2025, breaking traditional year-end price decline patterns. “Supply shortages led to aggressive procurement from cloud service providers, with high-stack 3D […]

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Puya Semiconductor’s SkyHigh deal to cement China’s indigenous NAND advantage

*Puya Semiconductor’s SkyHigh deal to cement China’s indigenous NAND advantage* Puya Semiconductor (Shanghai) announced on September 15, 2025, that it will acquire a controlling stake in Zhuhai Noah Changtian Storage Technology through a cash deal, giving it indirect ownership of SkyHigh Memory (SHM). The planned acquisition expands Puya’s non-volatile memory portfolio by adding 2D NAND

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