According to TrendForce's latest memory spot price trend report, regarding DRAM, DDR5 and DDR3 spot prices saw a mild pullback this week as the rapid surge prompted some year-end profit-taking among traders, while DDR4 prices continue to climb—particularly 16Gb products. Meanwhile, in NAND, key su...

Trump has approved H200 sales to China, but the arrangement has raised concerns. According to The Wall Street Journal, the chips permitted for export must undergo a special U.S. security review before shipment. As a result, the H200s—manufactured primarily in Taiwan—would first be sent to the U....

While Washington approved NVIDIA’s H200 exports to China on December 8th, Beijing reportedly acted first. According to the Financial Times, China has, for the first time, added domestic AI chips to its official government procurement list, with the Ministry of Industry and Information Technology a...

U.S. President Trump has approved the export of NVIDIA’s H200 chips to China. According to Commercial Times, industry sources say the move could accelerate inventory digestion across the AI supply chain and stimulate new orders for Taiwanese assembly and packaging providers. OEMs such as Gigabyte ...

As major PC/NB brands—including Dell and Lenovo—have reportedly warned clients of imminent price hikes, the memory market’s supply–demand imbalance is worsening rapidly. Commercial Times reports that the NAND Flash shortage is morphing into a full-fledged “dry-year,” prompting multiple P...