Subject


DRAM


2024-08-12

[News] Korea’s Memory Exports to Taiwan Surge 225% in 1H 2024 Driven by Strong HBM Demand

DRAM

According to a report from Korea media outlet Yonhap News Agency, South Korea's memory export to Taiwan has surged by 225% in the first half of the year. The primary driver of this increase is reportedly due to South Korean chipmaker SK hynix's supply of HBM to U.S. AI chip giant NVIDIA, which pa...

2024-08-08

[News] SK hynix CEO: Demand for Memory Chips to Remain Robust until 1H25, Driven by HBM

DRAM

As the demand for memory chips used in AI remains strong, prompting major memory companies to accelerate their pace on HBM3e and HBM4 qualification, SK hynix CEO Kwak Noh-jung stated on August 7 that driven by the high demand for memory chips like high-bandwidth memory (HBM), the market is expected ...

2024-08-07

[Insights] Memory Spot Price Update: DRAM Spot Trading Remains Limited as DDR4 Spot Prices Continue to Fall

DRAM

According to TrendForce's latest memory spot price trend report, neither did the DRAM nor NAND spot prices sees much momentum. DDR5 products are relatively stable, while the spot prices of DDR4 products continue to fall gradually due to high inventory levels. As for NAND flash, the spot market saw n...

2024-08-07

[News] Market Rumors Suggest Samsung’s HBM3e Passed NVIDIA Test, Though Samsung Denies

DRAM

According to a report from Reuters citing industry sources, Samsung Electronics' fifth-generation high-bandwidth memory (HBM3e) have passed tests by NVIDIA and could be used in NVIDIA's AI processors. The report further indicates that while no supply contract has been signed yet, one is expected ...

2024-08-07

[News] SK hynix Secures up to USD 450 Million Funding for Indiana Packaging Facility under CHIPS Act

DRAM

SK hynix, the current High Bandwidth Memory (HBM) market leader, announced on August 6th that it has signed a non-binding preliminary memorandum of terms with the U.S. Department of Commerce to receive up to USD 450 million in proposed direct funding and access to proposed loans of USD 500 million a...

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