Subject


DRAM


2023-10-18

Memory Spot Price Updates: DRAM and NAND Flash Prices Soaring at Relatively High Levels

DRAM

DRAM Spot Market: Even though the National Day holiday period has ended in China, the situation in the spot market is similar to that in the contract market. Specifically, spot trading has slightly declined due to insufficient actual demand. However, spot prices remain relatively high despite the...

2023-10-13

Q4 DRAM Contract Prices Estimated Quarterly Increase of 3-8% After 8 Quarters Drops Continously

DRAM

TrendForce reports indicate a universal price increase for both DRAM and NAND Flash starting in the fourth quarter. DRAM prices, for instance, are projected to see a quarterly surge of about 3-8%. Whether this upward momentum can be sustained will hinge on the suppliers' steadfastness in maintainin...

2023-10-12

[News] Nanya Tech Expects Continued Conservative Spending to Balance DRAM Supply-Demand in 2024

DRAM

On October 11, Nanya Technology held an investor conference where CEO Li Pei-Ying noted that DDR5 prices have risen. Nanya Technology's primary products, DDR3 and DDR4, have halted their decline, with recent negotiations indicating potential price increases and an expected improvement in ASP (averag...

2023-10-12

Continuous Rise in HBM Demand, Memory Giants Expecting HBM4 Delivery in 2025

DRAM

Amidst the AI boom, HBM technology steps into the spotlight as market demand continues to surge. Global market research firm TrendForce anticipates a 58% year-on-year increase in HBM demand in 2023, with a potential additional growth of approximately 30% in 2024. Compared to traditional DRAM, HBM...

2023-10-09

[News] 1γ DRAM, 321-layer NAND! Ongoing Competition among Major DRAM Manufacturers

DRAM

Despite facing economic challenges and the impact of high inflation, the flash memory market finds itself in a challenging period. Nevertheless, major DRAM manufacturers continue the pursuit of advanced technology. For DRAM chips, advanced manufacturing processes mean improved energy efficiency, ...

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