Insights
According to TrendForce's latest memory spot price trend report, regarding DRAM, since current spot prices remain well above average contract levels, the market will need to wait for late-February contract announcements to see if another round of spot price increases emerges. Meanwhile, in NAND, the...
News
Intel’s memory ambitions are back in the spotlight after it announced on February 2nd the partnership with SoftBank’s subsidiary SAIMEMORY to develop Z-Angle Memory (ZAM). According to their press release, operations kick off in Q1 2026, with prototypes expected in 2027 and full-scale launch by ...
News
As global heavyweights Samsung, SK hynix and Micron cash in on surging prices driven by the AI boom, China’s smaller memory players are also catching the upcycle. According to Sina, as of January 29, 52 A-share memory-related companies had released their 2025 earnings forecasts, with 13 of them pr...
News
Riding the momentum from SK hynix’s impressive results yesterday, Samsung announced on Jan. 29 that fourth-quarter sales jumped 23.8% year on year to KRW 93.84 trillion, while operating profit more than tripled, soaring 209.2% to KRW 20.07 trillion, marking a record-breaking quarter. The strong...
News
While Samsung has yet to release its final earnings on January 29, SK hynix today reported record-breaking results for 2025: revenue of 97.15 trillion won, operating profit of 47.21 trillion won (49% margin), and net profit of 42.95 trillion won (44% margin). As ZDNet highlights, the company’s ope...