Subject


DRAM


2026-04-27

[News] Samsung’s May Strike Seen Disrupting Up to 4% of DRAM Output, With Weeks-Long Recovery Risk

DRAM

As global memory supply remains extremely tight amid the AI boom, Samsung’s looming large-scale strike is seen as further intensifying the strain. According to South Korean media outlets News1 and The Dong-A Ilbo, citing analysts, disruptions could reach 3–4% for DRAM and 2–3% for NAND, based ...

2026-04-24

[News] Samsung Reportedly Produces Sub-10nm 10a DRAM Working Die Using 4F Square, VCT, Targets 2028 Production

DRAM

DRAM scaling is becoming increasingly complex as the industry moves deeper into advanced process nodes below 10nm-class levels. The Elec reports that Samsung produced wafers using its 10a DRAM process in March and confirmed a working die during device characterization testing. Notably, this marks th...

2026-04-24

[News] JEDEC Previews LPDDR6 Enhancements, Develops SOCAMM2 Standard for AI Memory

DRAM

Amid surging AI and edge computing demand, memory standards continue to evolve at pace. In a recent release, JEDEC Solid State Technology Association revealed new features under consideration for the next revision of its JESD209-6 LPDDR6 standard, while also confirming that an LPDDR6-based SOCAMM2 (...

2026-04-23

[News] SK hynix Reports 5x 1Q26 Profit Surge; Operating Margin Hits 72%, Outpacing TSMC and Micron

DRAM

SK hynix delivered yet another record-setting quarter, as tightening supply sent DRAM and NAND prices sharply higher. The company reported a striking 72% operating margin for 1Q26, according to its press release—outpacing global peers such as Micron (67.6%) and TSMC (58%), as highlighted by ZDNet....

2026-04-22

[News] SK hynix Breaks Ground on P&T7 Advanced Packaging Fab in Cheongju, Wafer-level Packaging Set for 2028 Ramp

DRAM

Ahead of its earnings release tomorrow, SK hynix announced another major investment amid the AI memory boom, holding a groundbreaking ceremony for its P&T7 facility in Cheongju on the 22nd. According to Reuters and a company press release, the KRW 19 trillion (US$12.85 billion) project will be b...

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