Subject


DRAM


2025-12-11

[News] Samsung CEO Roh Reportedly to Meet Micron in Rare CES Meeting Over Tight Mobile DRAM Supply

DRAM

Amid a sharp surge in memory prices, even Samsung is feeling the strain despite its in-house capacity. DealSite reveals that Roh Tae-moon, CEO and Head of Samsung Electronics’ DX Division, will meet Micron CEO Sanjay Mehrotra on the opening day of CES 2026 in Las Vegas, running January 6–9. A...

2025-12-10

[Insights] Memory Spot Price Update: DDR4 Rally Builds on 16Gb Strength; DDR5, DDR3 See Mild Pullbacks

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, DDR5 and DDR3 spot prices saw a mild pullback this week as the rapid surge prompted some year-end profit-taking among traders, while DDR4 prices continue to climb—particularly 16Gb products. Meanwhile, in NAND, key su...

2025-12-08

[News] Smartphone Memory Inventories Reportedly Fall Below 4 Weeks, Low-End Devices in the Crosshairs

DRAM

Amid recent headlines—Micron exiting the Crucial consumer memory business and Samsung and SanDisk reportedly delaying NAND deliveries—strong memory demand from hyperscalers is putting consumer products, especially smartphones, under pressure. According to Calian Press, citing TrendForce Senior R...

2025-12-05

[Exclusive] Memory Crunch Hits PCs: Dell Hikes Prices 15-20% Mid-December, Lenovo from January 2026

DRAM

Soaring AI-server memory demand is driving DRAM prices sharply higher—and now PC and notebook makers are feeling the squeeze. Industry sources revealed today that Lenovo has begun notifying clients of coming price hikes, with adjustments set to take effect in early 2026 as market pressures mount. ...

2025-12-04

[News] SK hynix Unveils Organizational Restructure with Dedicated HBM Taskforce in the Americas

DRAM

As 2025 draws to a close, tech giants are rapidly reshuffling their organizations. After Samsung reinstated its dual-CEO structure and elevated Roh Tae-moon, SK hynix followed on the 4th with a major move of its own—launching a dedicated HBM taskforce to accelerate its AI-memory push, according to...

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