Alpen released its monthly information for September 2026. Against the backdrop of growing demand for generative AI, demand for NAND in data centers is exceeding expectations, while demand for smartphones and PCs is also growing. Selling prices appear to be improving amid tight supply and demand, apparently offsetting increases in depreciation and personnel expenses with sales and other factors.
Alpen released its monthly information for September 2026. The published monthly information is reportedly said to include trends by segment and indications of progress in cost items.
Demand for NAND in data centers is exceeding expectations amid growing demand for generative AI. Demand for smartphones and PCs is also increasing.
Against the backdrop of tight supply and demand, selling prices are reportedly improving, and the increase in depreciation and personnel expenses may be being absorbed by sales growth.
The article does not include specific figures, and numerical disclosure in future official releases is awaited.