Subject


DRAM


2025-04-08

[News] Samsung Q1 Profit Surges Above Expectations as Tariff Fears Reportedly Boost Chip and Smartphone Sales

DRAM

Despite market uncertainty from Trump’s tariff threats and its HBM3E progress with NVIDIA, Samsung reported a better-than-expected first-quarter operating profit on Tuesday, driven by strong memory chip sales and solid smartphone demand, according to Reuters. Samsung, currently reorganizing its...

2025-04-07

[News] Samsung Joins the Price Hike Wave, Reportedly Aiming for an up to 5% Price Raise

DRAM

As memory giants prepare for price hikes, Samsung is joining the trend, following in the footsteps of Micron and SanDisk. According to South Korean media outlet Pulse, Samsung Electronics is set to hike DRAM and NAND flash prices by 3 to 5%, with negotiations already underway with global clients. ...

2025-04-02

[Insights] Memory Spot Price Update: Price Hike Party Rolls on, as Tight Supply Leads to High DDR5/DDR4 Demand

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, suppliers continue to limit the supply in the spot market, leading to high demand and price hikes for both DDR5 and DDR4 products. As for NAND flash, the reduction in provisions and excessive price hikes have cooled tra...

2025-03-26

[News] Micron Alerts Customers to Price Hikes, Signaling Robust 2025-26 Demand

DRAM

As memory giants brace for price hikes, Micron, following SanDisk's lead, has informed its customers about the upcoming increases, as indicated by industry sources.     Micron’s HBM Sold Out for 2025, Demand Soars into 2026 As noted in Micron’s message to clients on Mar...

2025-03-26

[News] Micron Unveils LPDDR5 SOCAMM for NVIDIA GB300, Reportedly Ahead of Rivals

DRAM

Amid the intensifying HBM race, Micron has secured a spot with its HBM3E 12H designed into NVIDIA’s GB300. Notably, according to its press release, the U.S. memory giant is also the only company shipping both HBM3E and SOCAMM memory for AI servers, reinforcing its leadership in low-power DDR for d...

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