Subject


DRAM


2025-10-17

[News] Micron Reportedly Exits China Server Chips; Samsung, SK hynix, and Local Makers Stand to Gain

DRAM

Even tech giants aren’t immune to U.S.-China trade strains — and the memory sector is no exception. After reportedly cutting over 300 jobs in China as part of a global retreat from its struggling mobile NAND business, Micron is now exiting China’s server chip market, Reuters reports, following...

2025-10-17

[News] Memory Giants’ HBM Focus Could Limit DRAM Growth Through 2026; Taiwan Firms Boost DDR4

DRAM

Global DRAM capacity growth is expected to remain limited through 2026, as major DRAM makers in Korea and the U.S. focus on HBM and advanced-node transitions, Commercial Times reports. As the report highlights, this shift is tightening supply of conventional DDR4 and mainstream DRAM, with Taiwan’s...

2025-10-17

[News] Samsung Unveils CXL Roadmap: CMM-D 2.0 Samples Ready, 3.1 Targeted for Year-End

DRAM

At the 2025 OCP Global Summit, Samsung not only highlighted its HBM4e advancements—promising per-pin speeds above 13 Gbps and a peak throughput of 3.25 TB/s—but also unveiled its groundbreaking CXL Memory Module (CMM) roadmap, according to TechNews. Notably, TechNews reports that Samsung ...

2025-10-15

[News] HBM4 Race Heats Up: Samsung Targets 13 Gbps HBM4e, Reportedly Revamping Strategy

DRAM

The HBM4 race is heating up. Shortly after Micron showcased its HBM4 progress, shipping customer samples with over 2.8 TB/s bandwidth and pin speeds above 11 Gbps, Samsung unveiled impressive HBM4e details at the 2025 OCP Global Summit. According to SeDaily and TweaksTown, Samsung’s HBM4e, sla...

2025-10-15

[Insights] Memory Spot Price Update: DRAM Module Sellers Mostly Halt Quotes as Mainstream DDR4 Soars 7%

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, module sellers have mostly halted quote offerings for now, with DDR4 supply scarcity being the most pronounced. The spot market overall shows a widespread reluctance to sell. Meanwhile, in NAND, prices continue to climb...

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