Subject


DRAM


2025-12-31

[News] ASUS to Raise Prices on Selected PC Lines from Jan. 5 Amid Memory Cost Surge, Following Dell

DRAM

With memory prices surging, PC makers are accelerating price increases. Dell is said to have kicked off the latest round by lifting prices across its commercial portfolio from December 17, with increases ranging from 10% to 30%, as reported by Business Insider. Notably, ASUS is now poised to foll...

2025-12-31

[News] Sony, Microsoft Reportedly Weigh Delaying Next-Gen Game Consoles Beyond 2028 Amid Memory Price Surge

DRAM

Memory prices are climbing, reportedly affecting the product planning of major game console makers. According to ITHome, citing Insider Gaming, sources say console manufacturers Sony and Microsoft are weighing whether to delay the next generation of consoles beyond their originally targeted 2027–2...

2025-12-30

[News] Samsung Reportedly Plans 50% HBM Capacity Surge in 2026, Spotlight on HBM4

DRAM

As the HBM4 race heats up, earlier reports from outlets like SeDaily indicate that both Samsung Electronics and SK hynix have started delivering paid final HBM4 samples to NVIDIA. Riding the wave of strong demand, Etnews reports that Samsung plans to ramp up its HBM production capacity by 50% in 202...

2025-12-30

[News] Samsung, SK hynix Escape Worst-Case as China VEU Ends: Annual Review Risks Loom

DRAM

With the U.S.'s VEU (Validated End User) designation for Samsung and SK hynix in China expiring December 31, 2025, the potential impact on the memory giants' operations is drawing close scrutiny. According to Hankyung, the companies have avoided the worst-case scenario, as the U.S. will now permit e...

2025-12-30

[News] NVIDIA’s $20B Groq Deal Spotlights SRAM Shift—MediaTek NPU Already On Board

DRAM

With markets staying muted over the Christmas holiday, NVIDIA made an unexpected move, agreeing to spend about $20 billion in cash to license Groq’s LPU (Language Processing Unit) technology. As highlighted by the Commercial Times, the deal signals that the AI chip leader is accelerating its push ...

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