Subject


DRAM


2025-06-27

[News] Intel’s First Overseas Foundry Connect in Seoul Sparks SK hynix HBM Buzz

DRAM

As Intel pushes to grow its presence among external clients, South Korea—a major memory and semiconductor powerhouse—has emerged as a prime target. According to the bell, Team Blue is actively promoting its foundry services to companies including LG Electronics, Hyundai Mobis, AI chip startup Re...

2025-06-27

[News] Can Global Fab Expansion Keep Up with Micron’s HBM Surge? Timeline Update from U.S., Japan & India

DRAM

Micron’s record-breaking revenue in Q3 FY2025 was driven by a nearly 50% surge in HBM sales—and the momentum isn’t slowing. The U.S. memory giant now aims for a roughly 25% share of the HBM market by year-end, as noted by ZDNet. While its upbeat outlook draws market attention, the spotlight is...

2025-06-26

[News] Micron Scales Up HBM to Four Major GPU/ASIC Clients; Targets 24% Market Share by Year-End

DRAM

Fueled by a nearly 50% surge in HBM sales in the third quarter of fiscal 2025, Micron posted record revenue and is now eyeing another milestone. According to ZDNet, the U.S. memory giant aims to increase its HBM market share to 23–24% by the end of 2025. Notably, Micron said in its press releas...

2025-06-25

[Insights] Memory Spot Price Update: DDR4 Module Prices Overtake DDR5; Tariff Fears May Trigger Panic Buying

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, prices of DDR4 modules have climbed above those of DDR5 modules. Looking ahead, a key short-term focus is whether new U.S. tariffs will be imposed—potentially sparking another wave of panic buying. As for NAND flash, ...

2025-06-24

[News] Historic DDR4 Spot Price Rally Reportedly Doubles DDR5, Propelling Nanya Tech’s Inventory Windfall

DRAM

Last week, Taiwan’s top DRAM maker Nanya Technology reportedly halted DDR4 spot price quotes amid soaring prices. Now, with DDR4 16Gb chips nearly twice as expensive as equivalent DDR5—a first in DRAM history—the company is poised to profit from its large inventory, according to the Economic D...

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