// HOMEPAGE HERO VIDEO · v1

One Tuesday morning, end to end.

A 100-second walkthrough of how Lattice processes a single overnight trade-press scoop — Phison's CEO confirming NAND contract pricing has doubled — into ranked, sourced read-throughs across the names an analyst is already watching.

1:40 runtime 8 scenes · 5s title + end cards Autoplay muted · click to expand Source Serif 4 · Geist · Geist Mono
5 MAY 2026 · 06:13 ET
Tuesday morning.
Before the open.
LATTICE
INGESTING · 21:08 ET MON
OVERNIGHT WIRE · 53 articles · ranked by importance to current coverage
SCORE SOURCE HEADLINE TAG
0.94 DIGITIMES · 21:02 ET Phison CEO: NAND contract pricing doubled, 2026 sold out PICK
0.71 REUTERS · 22:48 ET TSMC monthly revenue beats; AI-accelerator wafers lead mix macro
0.68 BLOOMBERG · 03:11 ET Samsung readies HBM3E 12-hi qualification at Nvidia memory
0.66 NIKKEI · 19:40 ET Foxconn cuts iPhone 17 Pro line on weaker China demand consumer
0.61 FT · 23:55 ET ASML Q3 bookings €5.6B; China share down to 27% WFE
0.58 SEMI ANALYSIS · 02:14 ET Intel Foundry slips 18A risk production into Q2 2027 foundry
0.55 EE TIMES · 20:31 ET Micron CFO interview: enterprise NAND lead times extending memory
0.49 REUTERS · 04:22 ET Applied Materials trims FY27 China outlook to mid-teens WFE
0.46 WSJ · 22:05 ET Lam Research order trends point to lithography mix shift WFE
0.43 THE INFO · 01:10 ET Marvell lands second Amazon Trainium custom-silicon socket compute
0.38 CHINA DAILY · 03:48 ET SMIC reportedly trialing 5nm-class node for Huawei Ascend china
0.32 EE TIMES · 23:18 ET KLA Q1 WFE outlook reiterated; metrology backlog firm WFE
SELECTED · 0.94 · TOP OF QUEUE
DIGITIMES ASIA · INTERVIEW · K.S. PUA, CEO PHISON
Phison CEO: NAND contract pricing has doubled, 2026 capacity sold out
PUBLISHED 09:02 TAIPEI · 5 MAY 2026 · 21:02 ET MON
1TB TLC NAND contract pricing has moved US$4.80 → US$10.70 in six months; all 2026 production capacity allocated to enterprise customers; consumer SSD shortages run through 2027. Hyperscaler demand absorbing >70% of incremental wafer output.
Lattice scores every overnight release against current coverage. One is worth waking up for.
SOURCE TEXT
DigiTimes interview · K.S. Pua, CEO Phison

"Contract pricing for 1TB TLC NAND has more than doubled in six months — we are seeing US$4.80 ramp to US$10.70."

"All of our 2026 production capacity is already allocated to enterprise customers. Consumer SSD shortages will run through 2027."

"Hyperscaler enterprise demand is absorbing more than 70% of incremental wafer output, and the consumer channel is being starved."

"The pricing apocalypse some are calling for in 2027 is, in our view, already underway."

EXTRACTED CLAIMS · 4
"NAND contract pricing doubled — 1TB TLC US$4.80 → US$10.70 in six months."
topicnand_pricing polarity+ positive · producers
"All 2026 NAND production capacity already allocated, primarily to enterprise."
topicnand_supply polarity+ positive
"Consumer SSD shortages projected through 2027."
topicconsumer_ssd_supply polarity− negative · OEMs
"Hyperscaler enterprise demand absorbing >70% of incremental wafer output."
topicnand_demand_mix polarity+ positive · enterprise SSD
One scoop. Four distinct claims, each with its own read-through.
CONTEXT FOR ONE CLAIM
"NAND contract pricing doubled — 1TB TLC US$4.80 → US$10.70 in six months."
SUBJECT · PHISON · REVENUE MIX
Phison 8299.TW
SSD controllers
62%
USB & removable
18%
Embedded
14%
Other
6%
DOWNSTREAM EXPOSURE · NAND PRICING
Public names with revenue dependent on NAND ASP & consumer SSD supply
Western Digital
WDC · US
flash via Kioxia JV51%
Micron
MU · US
NAND segment31%
SK Hynix
000660.KS
NAND + Solidigm41%
Sandisk
SNDK · US
pure-play flash100%
HP Inc.
HPQ · US
consumer PC BOM14%
Pure Storage
PSTG · US
NAND of array cost30%
For each claim, Lattice pulls the names with quantitative exposure to the affected segment.
READ-THROUGHS · NAND PRICING DOUBLED
Six names where Phison's call repositions producer ASPs and OEM BOM cost.
NAMEDIRECTIONCONVICTIONMECHANISM
Western Digital
WDC · US
LONG
0.74
Flash 51% of revenue via Kioxia JV; +28-32% ASP trajectory vs. +18% guided flows direct to gross margin.
→
Micron
MU · US
LONG
0.71
NAND mix shift to enterprise compounds existing HBM tailwind; hyperscaler concentration tracks the demand call.
→
SK Hynix
000660.KS
LONG
0.69
Solidigm enterprise SSD pricing pass-through; ~70% hyperscaler concentration matches absorbed demand.
→
Sandisk
SNDK · US
LONG
0.66
Pure-play flash; full ASP upside but exposed to consumer-channel drag through 2027.
→
HP Inc.
HPQ · US
SHORT
0.62
Consumer PCs 67% of revenue; NAND ~14% of laptop BOM compresses 100-150bps with no real-time pass-through.
→
Pure Storage
PSTG · US
SHORT
0.55
Input cost rise on 25-35% NAND cost share; multi-year contracts only partially insulate at renewal.
→
SOURCED FROM · DigiTimes Asia · K.S. Pua interview · 5 MAY 2026
READ-THROUGHS · NAND PRICING · WESTERN DIGITAL
Western DigitalWDC · San Jose
FLASH (KIOXIA JV) + HDD · 51% / 49% MIX
LONG · conv 0.74
CLAIM
"NAND contract pricing has doubled — 1TB TLC US$4.80 → US$10.70 in six months; all 2026 capacity allocated to enterprise."
MECHANISM
WDC's flash segment, produced through the Kioxia JV, draws from the same NAND pool whose ASPs Phison just confirmed have doubled. Q4 FY26 guidance assumed +18% QoQ ASP growth through 1H27; Phison's trajectory implies +28-32% is more realistic, flowing direct to flash gross margin. The Phison controller relationship on the supplier side is small (~8% of supplier revenue, dual-sourced) so input-cost pressure on WDC's own SSDs is modest — the dominant exposure is producer-side ASP.
CATALYST
WDC fiscal Q1 FY27 earnings, Nov 6, 2026. Management has historically waited a quarter to revise ASP guidance; the November call is the first window to formalize the +30% trajectory, which would force consensus revisions of $0.40-0.60 to FY27 EPS within five trading days.
WHY IT MIGHT BE WRONG
WDC has spun out the consumer flash brand (Sandisk) and the residual NAND exposure is partially hedged by HDD demand decay. If enterprise customers slow procurement to push back on pricing, realized ASP gain underwhelms Phison's spot observation. The Kioxia JV consolidates at the equity-method line, not the revenue line — visible upside in headline numbers is compressed.
SOURCE
DigiTimes Asia · K.S. Pua interview · 5 MAY 2026 view article →
Names · today
14 READ-THROUGHS UPDATED FROM 5 OVERNIGHT SOURCES
UPDATED 06:12 ET · 5 MAY 2026
Western DigitalWDC
LONG
Flash ASP +28-32% trajectory vs. +18% guided; Nov 6 earnings catalyst.
FROM PHISON / DIGITIMES · 21:02 ET
MicronMU
LONG
NAND mix shift to enterprise compounds HBM tailwind already running.
FROM PHISON / DIGITIMES · 21:02 ET
SK Hynix000660
LONG
Solidigm enterprise SSD pricing pass-through, hyperscaler 70% concentration.
FROM PHISON / DIGITIMES · 21:02 ET
SandiskSNDK
LONG
Pure-play flash; full upside, exposed to consumer drag through 2027.
FROM PHISON / DIGITIMES · 21:02 ET
HP Inc.HPQ
SHORT
Consumer PC BOM hit, no real-time pass-through; Nov 25 guide window.
FROM PHISON / DIGITIMES · 21:02 ET
Pure StoragePSTG
SHORT
Input cost on 25-35% NAND share; partial enterprise-contract insulation.
FROM PHISON / DIGITIMES · 21:02 ET
Every filing. Every transcript. Every morning. Sourced to the article.
LATTICE
SUPPLY CHAIN INTELLIGENCE
A read-through engine for analysts who already cover semis.
REC · 21:08 ET MON CH 01 · TITLE
One Tuesday morning, end to end.
title · ingest · claims · graph · table · drill · pullback · end
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