Insights
According to TrendForce's latest memory spot price trend report, regarding DRAM, rising DDR4/DDR5 prices and challenges in passing on costs have stalled factory procurement, leaving spot market transactions stagnant, yet quotations stay elevated amid ongoing supply shortages. Meanwhile, in NAND, spo...
News
Ahead of Samsung and SK hynix’s January 29 earnings calls, a fresh wave of memory price hikes is sweeping the market, potentially giving a boost to their results. South Korean media The Elec and ETNews report that Samsung’s consumer DRAM and SSD prices have nearly doubled—or even tripled—ove...
News
As the HBM4 battle heats up this year, memory giants are ramping up HBM4E development, where custom HBM is expected to become one of the mainstreams. According to The Elec, Samsung’s custom HBM4E design is set to be completed by May–June 2026, with SK hynix and Micron on a similar timeline. T...
News
Amid soaring memory prices driven by tight supply and strong demand, Samsung and SK hynix are set to release their fourth-quarter 2025 earnings on January 29, attracting keen market attention as it marks the first time both giants will report on the same day. Ahead of their earnings calls next week,...
News
Amid surging memory prices, Chinese smartphone brands are emerging as some of the hardest hit. According to the South China Morning Post and Jiemian News, Xiaomi has trimmed its 2026 shipment forecast by over 20%, while OPPO, Transsion, and vivo have also scaled back their shipment projections. N...