Subject


DRAM


2026-03-18

[Insights] Memory Spot Price Update: DRAM Spots Pause Amid Samsung’s March DDR4 Freeze

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, with Samsung pausing DDR4 consumer chip price hikes in March, increases are expected to stall briefly before picking up again in 2Q26. Meanwhile, in terms of NAND, with the expectation on significant increases on contra...

2026-03-17

[News] NPE Patent Trolls Reportedly Turn Up Pressure on Samsung and SK hynix Amid HBM Boom

DRAM

As Samsung and SK hynix battle for dominance in memory—particularly in the red-hot HBM market—an unexpected challenger could be emerging. South Korean outlet EBN reports that amid the unprecedented boom in HBM demand, the country’s chipmakers are increasingly becoming prime targets for non-pra...

2026-03-16

[News] Micron Plans 2nd Tongluo Facility After PSMC P5 Acquisition; Construction to Start by FY26

DRAM

As Micron announced on March 15 that it has formally completed the acquisition of Powerchip Semiconductor Manufacturing Corp (PSMC)’s P5 site in Tongluo, Taiwan, it also unveiled plans for a second manufacturing hub at the same site, signaling an ambitious expansion on the island, as highlighted b...

2026-03-13

[News] Micron Reportedly Schedules March 26 Tool Move-In at PSMC Tongluo Fab, Signaling Next Deal Phase

DRAM

After formally signing an exclusive letter of intent to acquire Powerchip Semiconductor Manufacturing Corp. (PSMC)’s P5 fab in Tongluo for US$1.8 billion, Micron has begun moving the deal forward. According to TechNews, the memory giant recently sent out a confidential invitation announcing a tool...

2026-03-12

[News] Google Makes First Appearance in Samsung’s Top Five Clients in 2025 amid Soaring TPU Demand

DRAM

As NVIDIA reportedly overtook Apple to become TSMC’s largest customer, another chip giant—Samsung Electronics—also saw its key client lineup reshuffled in 2025. According to the company’s latest business report, cited by Korea JoongAng Daily and Sedaily, Google entered Samsung’s top five c...

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