Subject


DRAM


2023-11-01

[Insights] NAND Spot Prices Hold Steady After Hitting $2 Mark, Upward Trend is Subject to Debate

DRAM

DRAM Spot Market Major module houses are still holding a fairly high level of inventory, so they are less adhered to the consensus that prices will go up. Currently, their main strategy in the spot market is to have their quotes closely aligned with the quotes in the contract market. Therefore, spo...

2023-10-31

[News] Western Digital’s Impressive Results Raise Hopes for Memory Market Revival

DRAM

On October 30th, major memory manufacturer Western Digital unveiled its financial results for the first quarter of 2024. During this quarter, the company achieved revenue of $2.75 billion, marking a 3% increase compared to the previous quarter but a 26% decrease compared to the same period last yea...

2023-10-26

[News] Thanks to AI demand, SK hynix’s Q3 DRAM business turned profitable

DRAM

SK hynix today reported the financial results for the third quarter ended September 30, 2023. The company recorded revenues of 9.066 trillion won, operating losses of 1.792 trillion won and net losses of 2.185 trillion won in the three-month period. The operating and net margins were a negative 20% ...

2023-10-25

[News] SK hynix’s LPDDR5T Mobile DRAM Verified Compatible with Qualcomm for AI-Boosted Smartphone  

DRAM

SK hynix has introduced LPDDR5T (Low Power Double Data Rate 5 Turbo), a mobile DRAM with a remarkable 9.6Gbps speed. What sets this apart is its compatibility with Qualcomm’s new Snapdragon 8 Gen 3 Mobile Platform. LPDDR5T features a 16GB-capacity version, delivering data processing speeds of 7...

2023-10-25

[Insights] DRAM Spot Price Stall to rise; the Increase in NAND Flash is Limited in Late October

DRAM

DRAM Spot Market The price trend in the spot market has diverged slightly compared with the price trend in the contract price. Spot prices of DRAM chips and modules rose successively over the previous several weeks. However, the upward momentum has lost steam in recent days due to a lack of chann...

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