Subject


DRAM


2026-05-27

[Insights] Memory Spot Price Update: DDR5 Spot Price Gains Narrow Amid Sluggish Trading; DDR4 Rebounds

DRAM

According to TrendForce’s latest memory spot price trend report, in terms of DRAM, DDR5 spot price gains narrowed amid sluggish trading, while DDR4 2Gx8-3200 and 1Gx8-3200 prices rebounded after earlier declines. In the NAND flash segment, spot prices are expected to remain under pressure in the n...

2026-05-27

[News] Inside Micron’s $1 Trillion Market Cap Leap: A Global Fab Expansion Overview Across the U.S. and Asia

DRAM

Amid the AI-driven memory boom, Micron has emerged as one of the standout winners, with its stock briefly topping a $1 trillion market valuation on Tuesday before closing at a record high—marking its 28th all-time peak this year, as highlighted by Reuters and Yahoo! Finance. While Wccftech repo...

2026-05-26

[News] SK hynix Introduces iHBM Solution, Targets HBM5 Adoption with 30% Thermal Resistance Reduction

DRAM

As thermal management emerges as a key challenge for HBM, SK hynix has unveiled its iHBM solution, which integrates cooling elements (ICEs) directly into the HBM package. The company plans to adopt the technology in next-generation products, including HBM5, according to its press release. Accordi...

2026-05-25

[News] Industry Reportedly Eyes Separating HBM From GPUs to Expand Memory Capacity; Optical Links May Be Key

DRAM

As AI workloads continue to scale, growing demand for memory capacity and bandwidth is pushing current GPU-HBM architectures toward their limits. According to ZDNet, a researcher at a major Korean memory manufacturer said memory and packaging companies are discussing a new approach that places GPUs...

2026-05-22

[News] Micron More Upbeat on Outlook, Reportedly Sets 2027 HBM4E Ramp with TSMC for Standard, Custom Logic Dies

DRAM

Two months after its March earnings call, Micron is turning more upbeat on its outlook, while providing additional details on its custom HBM development progress. At the J.P. Morgan 54th Annual Global Technology, Media and Communications Conference, Micron's Global Operations EVP Manish Bhatia, via ...

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