Subject


DRAM


2025-06-05

[News] Samsung Reportedly Controls DRAM Output in 2H25 amid Market Uncertainties

DRAM

While soaring HBM orders helped SK hynix grab the DRAM crown in Q1, Samsung—facing profit pressure and looming risks like tariffs—is expected to shift focus to profitability over volume in H2 2025 by adjusting output, according to the Chosun Daily. Though some speculate Samsung may ramp up to...

2025-06-04

[News] South Korea’s May Exports Slide Amid U.S. Tariff Pressures—Chip Sales Defy Trend with Record Surge

DRAM

According to ZDNet, South Korea’s Ministry of Trade, Industry and Energy (MOTIE) announced that semiconductor exports—the nation’s top export item—hit a record high in May, totaling USD 13.8 billion. This marks a 21.2% increase compared to the same month last year. The surge was largely fuel...

2025-05-28

[Insights] Memory Spot Price Update: DDR5 Uptrend Slows; DRAM Price Hikes to Moderate in Q3

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, DDR5 prices have shown signs of slowing, with overall DRAM price hikes expected to ease in 3Q25. As for NAND flash, spot prices have reached a relatively high level after rising since late February, and buying momentum ...

2025-05-22

[News] Samsung Reportedly Plans 1c DRAM Expansion for HBM4 in Hwaseong and Pyeongtaek by Year-end

DRAM

As HBM4 has become the next battle ground for memory giants, Samsung seems to be aiming to close its gap with SK hynix through aggressive investment. According to ZDNet, Samsung plans to expand 1c DRAM (6th-gen 10nm-class) production in both Hwaseong and Pyeongtaek, with investments starting by year...

2025-05-21

[Insights] Memory Spot Price Update: DDR4 Sees Larger Hikes Amid Tight Supply; DDR5 Up Incrementally

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, the spot market shows prices of DDR4 products registering larger hikes compared with prices of DDR5 products due to the anticipation of supply tightening in the future. As for NAND flash, buyers have slowed down inquiri...

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