Subject


DRAM


2023-11-14

[News] DDR3 Memory Market Rebounds: Winbond, Etron, and ESMT Gain Momentum with Growing Orders

DRAM

According to Economic Daily News' report, the DDR3 market is experiencing a surge in prices, with an almost 10% short-term increase. Contract prices for this quarter are expected to rise by 10% to 15%, with a continued optimistic outlook for the first quarter of next year. Market analysts point ...

2023-11-08

[Insights] Weekly Price Update: DRAM Stalls, NAND Flash on the Rise

DRAM

In the spot market, DRAM prices are showing a slight divergence from the contract market. Spot demand has decreased, preventing further price increases for DRAM chips. Meanwhile, NAND Flash prices have been rising due to ongoing wafer shortage. However, spot quotations for NAND Flash packaged dies r...

2023-11-08

[News] Seizing the AI Trend! Revealing Samsung and Micron’s HBM Expansion Timetable

DRAM

In a subdued environment for consumer electronic applications in the storage market, High Bandwidth Memory (HBM) technology is emerging as a new driving force, gaining significant attention from major players. Recent reports reveal that both Samsung and Micron are gearing up for substantial HBM prod...

2023-11-07

[News] China’s Big Fund Drive Changxin Xinqiao towards 3-Year Memory Chip Mass Production

DRAM

Following China's Big Fund's substantial $14.56 billion RMB investment in Changxin Xinqiao Storage Technology, a memory chip manufacturer, at the end of October, there are now reports of an additional $39 billion RMB injection. China is actively building a domestic semiconductor supply chain, and...

2023-11-03

TrendForce Foresees China’s Mature Wafer Processes to Expand to 33% by 2027, Japan Secures Advanced Processes

DRAM

The research institution TrendForce held its AnnualForecast 2024 Seminar on November 3, where they delved into discussions about global wafer foundry trends, the applications of AI, the dynamics of AI servers, and the demand for High Bandwidth Memory (HBM). Joanne Chiao, analyst from TrendForce, ...

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