Yearly Archives: 2025

[News] Taiwan DRAM Makers Reportedly Eye 20-50% Q4 Contract Price Hikes amid DDR4 Supply Squeeze

With DDR4 prices already firm on tight supply, the memory market is bracing for another rally as the electronics industry enters its seasonal peak in the second half, according to the Commercial Times. After sharp gains in Q3, contract prices …

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[News] SK hynix Partners with Naver Cloud to Test CXL, PIM Memory Tech, Reportedly Eyes Major CSPs

In the era of big data and AI, Compute Express Link (CXL) has emerged as the next-generation high-speed standard. To push its lead beyond HBM, SK hynix has partnered with Naver Cloud, launching proof-of-concept tests to commercialize next-generation AI memory …

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[News] South Korea to Double SiC Self-Sufficiency to 20% by 2030 Amid Chip Independence Push

According to Newsis, the South Korean government said it will double the nation’s technology self-sufficiency rate in silicon carbide (SiC) power semiconductors, raising it from the current 10% to 20% in 2030. The report points out that SiC power semiconductors …

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[News] Intel Reportedly Reaffirms Glass Substrate Roadmap, Pilot Line Rumored in 2025

According to ETNews, Intel’s U.S. headquarters reportedly told the outlet that there has been no change to the company’s glass substrate development plan outlined in its 2023 roadmap. In response to speculation that it might cut staff as part of …

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[Insights] Memory Spot Price Update: SanDisk’s 10% Price Hike Meets Demand-Side Resistance

According to TrendForce’s latest memory spot price trend report, regarding DRAM, suppliers continue to raise DDR4 quotes, encouraged by Nanya’s strong August revenue, but buyers show limited acceptance of the hikes. In NAND, SanDisk’s push for a 10% increase to …

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