Subject


DRAM


2025-12-18

[News] SOCAMM2 War Heats Up: Samsung Reportedly Delivers Samples to NVIDIA, Ramping Early 2026

DRAM

While Micron confirmed at its earnings call that it has sampled its 192GB LP SOCAMM2, other memory leaders are ramping up their efforts. Yonhap News reports that Samsung has also developed SOCAMM2, an LPDDR-based server memory module, and has already delivered samples to AI powerhouse NVIDIA, with s...

2025-12-18

[News] Micron Hikes CapEx to $20B with 2026 HBM Supply Fully Booked; HBM4 Ramps 2Q26

DRAM

Amid tight supply across both mainstream products and high-end memory such as HBM, Micron sailed through its latest earnings call, posting record results across the board. The company said its 1QFY26 (ended November 27) total revenue—spanning DRAM, NAND, HBM, data center, and every business unit...

2025-12-17

[News] Kingston Warns NAND Prices Have Surged 246% Since Early 2025, Signals More Price Hikes Ahead

DRAM

Amid a global memory price surge driven by tight supply, another major module maker is warning of imminent price hikes. Citing remarks from Kingston Datacenter SSD Business Manager Cameron Crandall, Tom’s Hardware and TechPowerUp report that NAND prices—already up 246% since 1Q25—are likely to...

2025-12-17

[News] Samsung Unveils Sub-10nm DRAM Breakthrough with InGaO, Reportedly Eyes 0a/0b Adoption

DRAM

Having completed development of its 6th-generation 1c DRAM on a 10 nm-class process in July, Samsung Electronics is now moving forward with next-generation DRAM technology. According to The Elec, Samsung and the Samsung Advanced Institute of Technology (SAIT) unveiled a new method for implementing...

2025-12-16

[News] Acer and ASUS Reportedly to Pass Surging Memory Costs to PCs in 1Q26, Hot on Dell’s Heels

DRAM

As memory prices soar, Dell is reportedly set to lead the wave of PC price hikes, raising prices across its commercial lines starting December 17. Commercial Times reports that Taiwan’s Acer and ASUS both acknowledged that passing on soaring memory costs has become an industry-wide consensus, and ...

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