Subject


DRAM


2026-04-01

[News] “Father of HBM” Predicts Memory-Centric AI Shift as HBF Emerges, Reshaping GPUs’ Role

DRAM

Please note that this article cites information from Aju News, Money Today Broadcasting, Hankyung and SK hynix. As memory giants race to bet on post-HBM technologies like HBF (High Bandwidth Flash), the man who is widely credited as the "father of HBM" is making a bold call. KAIST professor Joungh...

2026-03-31

[News] DDR5 Retail Prices Pullback Amid Market Correction, but Industry Players Cite Stable Contract Trends

DRAM

Please note that this article cites information from Economic Daily News, Wccftech, 3D Center, chinastarmarket.cn and Calian Press. Recent sharp price corrections across U.S. and China retail memory channels have pushed DDR5 modules to the center of a broader sell-off, further fueled by market de...

2026-03-30

[News] Select DDR5 Kits Reportedly Slide Over 20% in U.S. Retail Amid Google’s TurboQuant Debate

DRAM

Please note that this article cites information from Wccftech, IT Chosun, and Tom’s Hardware. After months of relentless gains, the memory market might be showing early signs of a turning point. According to Wccftech, DDR5 prices have recently started to ease across several major U.S. retail chan...

2026-03-27

[News] Micron Reportedly Eyes JDI’s Mobara Plant for Chip Assembly and Testing Expansion in Japan

DRAM

Please note that this article cites information from Nikkei, 47 News, and CAFE Digital. While Micron has just completed its acquisition of a Tongluo fab from Taiwan-based PSMC, it may already be scouting its next target amid an aggressive expansion push. According to Nikkei, Japan Display Inc. (JDI...

2026-03-27

[News] Memory Giants’ China Investments Soar in 2025: Samsung Xi’an Up 67%, SK hynix Wuxi, Dalian Hit Trillion-Won

DRAM

Please note that this article cites information from SeDaily, JoongAng Ilbo, Samsung and SK hynix. Amid soaring memory demand, Samsung and SK hynix are accelerating expansion not just at home, but also in China. Citing their newly released 2025 business reports via SeDaily, Samsung boosted investm...

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