Subject


DRAM


2026-03-20

[News] SK hynix Reportedly Weighs TSMC 3nm for HBM4E Logic Dies to Gain Edge over Samsung

DRAM

Please note that this article cites information from the Chosun Daily, ETNews, and TechPowerUp. With all three leading memory giants now close to shipping HBM4, the race for next-gen HBM is intensifying, with advanced nodes taking center stage. Samsung is reportedly set to use its in-house 4nm pr...

2026-03-19

[News] Micron Ramps FY26 Capex to $25B, Signs First 5-Year Customer Deal

DRAM

Please note that this article cites information from Reuters, Investing.com, ZDNet, CNBC and Micron. Micron is riding the AI memory upcycle, delivering strong 2QFY26 results and guiding third-quarter revenue above market expectations. Even more striking, the company flagged a major step-up in capit...

2026-03-18

[News] Memory Giant Shifts Strategy: Samsung Reportedly Eyes 3–5 Year Contracts to Stabilize Supply

DRAM

South Korea’s memory giants, once reluctant to lock in long-term deals amid tight supply, may be shifting stance. Bloomberg, citing Co-CEO Jun Young-hyun’s remarks at the shareholder meeting on March 18, reports that Samsung is now exploring multi-year memory contracts to secure supply stability...

2026-03-18

[Insights] Memory Spot Price Update: DRAM Spots Pause Amid Samsung’s March DDR4 Freeze

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, with Samsung pausing DDR4 consumer chip price hikes in March, increases are expected to stall briefly before picking up again in 2Q26. Meanwhile, in terms of NAND, with the expectation on significant increases on contra...

2026-03-17

[News] NPE Patent Trolls Reportedly Turn Up Pressure on Samsung and SK hynix Amid HBM Boom

DRAM

As Samsung and SK hynix battle for dominance in memory—particularly in the red-hot HBM market—an unexpected challenger could be emerging. South Korean outlet EBN reports that amid the unprecedented boom in HBM demand, the country’s chipmakers are increasingly becoming prime targets for non-pra...

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