Insights
According to TrendForce's latest memory spot price trend report, regarding DRAM, though transaction prices in the spot market have yet to rebound, specific items, such as SK hynix’s 2Gb*8 A die, saw a price hike due to supply shortages. As for NAND flash, there have been fewer order inquiries, whe...
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While earlier reports suggested Samsung was gearing up for 1c DRAM mass production, ZDNet now suggests the company has been redesigning it since the second half of 2024, opting for larger chip sizes to boost yield over productivity and performance. Notably, 1c (6th-gen 10nm) DRAM would be a criti...
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With NVIDIA’s GTC 2025 approaching, South Korean memory giants Samsung and SK hynix are both gearing up—but with different approaches. Interestingly, according to a report from the bell, while Samsung plans to showcase a wide range of technologies, from memory chips to liquid cooling, SK hynix a...
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As 2025 begins, among the three major end-application markets for memory, the recovery momentum for mobile phones and laptops remains weak. Meanwhile, servers, driven by the strong demand for AI continue to grow steadily, which is expected to further drive semiconductor development. AI presents n...
Insights
According to TrendForce's latest memory spot price trend report, regarding DRAM, consumer demand remains weak post-Lunar New Year, with DDR4 spot prices falling due to the abundant supply from CXMT. As for NAND flash, transactions were lethargic, while efficacy of production cuts by suppliers has ye...