Amid recent price corrections in China’s retail DDR5 market that have raised concerns over a potential cooling in the memory cycle, Taiwan-based module maker Transcend pushed back against the narrative. According to Liberty Times, citing Chairman Peter Shu, the company’s actual transactions with...

As memory emerges as a critical bottleneck in hyperscalers’ in-house AI chip development and large-scale infrastructure buildouts, long-term supply agreements are rapidly becoming the new industry standard—on time horizons longer than previously anticipated. According to Aju News, Samsung and SK...

While Iran and the U.S. have agreed to a ceasefire contingent on guaranteed safe passage through the Strait of Hormuz, the helium crisis across the semiconductor supply chain shows temporary signs of easing. However, as highlighted by Forbes, Qatar’s Ras Laffan Industrial City, which supplies r...

According to TrendForce's latest memory spot price trend report, DRAM continues to face contained selling pressure, with spot prices maintaining a gradual downward trend. In the NAND segment, most sellers are expecting further increases in 2Q26 contract prices, in an attempt to lift spot prices as w...

Samsung has reportedly resolved a key technical challenge in its SOCAMM2 design. According to ETNews, citing sources, the company has overcome the “warpage” issue, a major hurdle ahead of mass production of its next-generation AI server memory module, SOCAMM2 (System on Chip Advanced Memory Modu...