Subject


DRAM


2026-02-04

[Insights] Memory Spot Price Update: DRAM Stalls Ahead of Late-Feb Contract Price Settlements

DRAM

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...

2026-02-03

[News] Intel Reenters DRAM Race? A Closer Look at the Z-Angle Memory Collaboration with SoftBank

DRAM

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 ...

2026-02-02

[News] China’s Memory Sector Booms: 13 A-Share Firms Project Triple-Digit Profit Growth in 2025

DRAM

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...

2026-01-29

[News] Samsung Trails SK hynix for 2025 but Tops Q4 with Record KRW 20T Earnings amid Chip Rebound

DRAM

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...

2026-01-28

[News] SK hynix Smashes Records in 2025, Beats Samsung with KRW 47.2T Operating Profit

DRAM

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...

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