Subject


DRAM


2024-05-20

[News] DRAM Price Surge Halts, Could HBM Demand Drive Price Increases?

DRAM

The recovery in demand for PCs and smartphones will take time, leading to a halt in the upward trend of DRAM prices, remaining stable for two consecutive months. However, the rapid growth in demand for High Bandwidth Memory (HBM), essential for data center servers and generative AI, is expected to b...

2024-05-16

[News] Progress Made in Chinese Consortium’s Development of HBM, Reportedly Targeting HBM2 Production by 2026

DRAM

According to sources and documents cited in a report from Reuters, two major Chinese chip manufacturers are in the early stages of producing High Bandwidth Memory (HBM) semiconductors, primarily for AI chipsets. Despite facing export restrictions from the United States, China is currently making pro...

2024-05-15

[News] XMC Initiates IPO Plan, Potentially Becoming China’s First HBM Foundry

DRAM

NOR Flash manufacturer Wuhan Xinxin Semiconductor Manufacturing Co. (XMC) recently disclosed an IPO counseling filing with the Hubei Securities Regulatory Bureau, according to the official website of the China Securities Regulatory Commission. Its recently announced bidding project may indicate its...

2024-05-15

[Insights] Memory Spot Price Update: DRAM Price Momentum Held Back by Higher Inventory after China’s May Holiday

DRAM

According to TrendForce's latest memory spot price trend report, due to relatively high level of inventories, the uptrend of DRAM spot prices is not as sharp compared with that of contract prices. Meanwhile, regarding NAND Flash prices, the spot market is not seen with much price inquiries either as...

2024-05-14

[News] Samsung and SK Hynix Urgently Reallocate 20% of DRAM Production Capacity to Support Rising HBM demand

DRAM

Thanks to the surge in AI demand, Samsung and SK Hynix, the world’s leading memory chip manufacturers, anticipate the prices of DRAM and high-bandwidth memory (HBM) to remain strong this year due to increasing demand for high-performance chips. According to the Korea Economic Daily, Samsung and SK...

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