Subject


DRAM


2026-03-05

[News] Nanya Tech: DRAM Up Month by Month in 1Q, Sharp 2Q Jump Ahead, Shortage Through 2028

DRAM

As memory prices accelerate on tight supply, major vendors led by Samsung have launched fresh DRAM hikes. Against this backdrop, Taiwan’s top DRAM maker Nanya Technology said prices are still rising month by month this quarter, with second-quarter quotes poised to “jump” sharply, according to ...

2026-03-05

[News] SK Hynix Commits Additional USD 15 Billion, Escalating Fab Expansion Race among Memory Giants

DRAM

On February 25, global memory leader SK hynix announced that its board of directors has approved an additional investment of approx. KRW 21.6 trillion (~ USD 15 billion) for its first semiconductor fabrication plant by the end of December 2030. The funds will be used to finalize construction of t...

2026-03-04

[Insights] Memory Spot Price Update: DRAM Spots Top Contracts, Sentiment Cautious Ahead of Q2 Negotiations

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, as current spot prices remain higher than contract prices, and negotiations for 2Q26 pricing have not yet started, an overall wait-and-see atmosphere prevails. Meanwhile, NAND spot prices maintain an upward trend, climb...

2026-03-04

[News] Asia’s Chipmakers Reportedly Eye $136B Spend in 2026, Up 25% YoY, Spanning Foundry and Memory

DRAM

Fueled by soaring demand for AI chips, memory, and logic processors, Asia’s top chipmakers are ramping up their 2026 capital spending. Nikkei and TrendForce report that leading semiconductor firms across South Korea, Taiwan, Japan, and China plan to invest over $136 billion this year, a 25% increa...

2026-03-04

[News] SOCAMM War Heats up: Micron Ships 256GB SOCAMM2 Samples, Topping Industry Capacity

DRAM

Shortly after confirming that it had begun sampling its 192GB SOCAMM2 last October, Micron has moved a step further. According to a new press release, the company has started shipping customer samples of a 256GB SOCAMM2 — currently the highest-capacity LPDRAM module in the industry. Micron said...

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