As the memory supercycle shows no signs of slowing, pricing has moved from quarterly cycles to rapid, monthly—and even daily—adjustments. Yicai Global, citing traders in Shenzhen’s Huaqiangbei, China’s largest electronics hub, reports that the surge is so fast it’s like “a new price ever...

According to TrendForce's latest memory spot price trend report, regarding DRAM, buyers are snapping up quotes immediately, sending spot prices soaring. DDR5 chips have surged 30% this week, as overall supply remains tight and major module houses like Kingston continue to limit shipments. Meanwhile,...

Beyond its September reveal of a multi-year Ascend AI chip roadmap through 2028—complete with proprietary HBM development—Huawei is making equally aggressive moves in enterprise storage. At its Huawei Connect Europe event in Madrid, the tech giant rolled out a sweeping refresh of its storage por...

Shortly after announcing its “AI Megafactory” partnership with NVIDIA, where over 50,000 Team Green’s GPUs will drive chip production, Samsung is reportedly racing to clear NVIDIA’s HBM4 qualification. According to DealSite, the South Korean memory giant aims for final certification in early...

Shortly after reporting record Q3 profits, SK hynix unveiled an ambitious memory roadmap at its SK AI Summit 2025 on November 3. According to ZDNet and The Chosun Daily, the company highlighted its push into custom memory solutions, including high-bandwidth memory (HBM), AI-optimized DRAM, and next-...