Subject


DRAM


2026-01-20

[News] VRAM Shortage Reportedly Drives NVIDIA’s RTX 50 Price Hikes at Taiwan’s GPU Card Makers This Month

DRAM

While earlier reports from Wccftech said NVIDIA was reshuffling RTX 50 series supply toward 8GB GeForce RTX 5060 and 5060 Ti models amid memory shortages, the impact now appears to be spreading across Taiwan’s major graphics card makers. According to Commercial Times, MSI has already moved to rais...

2026-01-19

[News] Nanya Tech Posts Record Q4 EPS NT$3.58, Flags Tight DDR5/4/3 Supply and 1Q Price Hikes

DRAM

Amid memory prices rising across the board, Taiwan’s Nanya Technology, a key DDR4 player, has emerged as a major beneficiary. At today’s earnings call, the company reported a strong Q4 2025, with after-tax net income of NT$11.083 billion, a 36.8% net margin, and EPS of NT$3.58, according to the ...

2026-01-19

[News] DDR4 Reportedly Leads Legacy Memory Rally with Q1 Prices Up to 50%; DDR3 in Tight Supply

DRAM

As memory makers increasingly tilt toward server applications, lifting prices for server DRAM and enterprise SSDs, legacy memory is staging a strong comeback of its own. Commercial Times reports that DDR4, DDR3, NOR flash, and SLC/MLC NAND are entering a fresh supply-demand reversal. Among the ma...

2026-01-19

[News] Out with the Old: Memory Giants Map Their 2025-26 Exit Strategy amid Supply Crunch

DRAM

Amid tightening memory supply, the industry is shifting focus to high-margin, cutting-edge products catering to hyperscalers. Legacy, consumer-oriented memory is gradually reaching end-of-life, with 2026 poised as a watershed year for key players. Here’s a look at how Samsung, SK hynix, and Micron...

2026-01-16

[News] HBM Etching Equipment Said to Enter a Super Cycle

DRAM

At a time when the memory industry is in the midst of a boom deeply driven by artificial intelligence (AI), major memory makers are unanimously shifting their strategic focus toward AI-oriented storage solutions featuring high bandwidth, large capacity, and low power consumption. As demand for high-...

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