While the rapid expansion of major Chinese memory players has drawn growing market attention, Reuters reports that more than half of the equipment used in one of the new fabs may have been sourced from domestic suppliers, including key systems for vertical chip-layer stacking. If confirmed, this cou...

DDR5 price correction in China’s retail market raised concerns over a potential cooling in DRAM demand. However, citing German media outlet 3D Center via Wccftech, the trend appears less likely to persist, as DDR5 kits in Germany recorded a modest price increase in April following a brief decline ...

As NVIDIA accelerates adoption of SOCAMM2 (Small Outline Compression Attached Memory Module 2), competition among memory heavyweights is intensifying. Following Micron’s shipment of 256GB SOCAMM2 samples in early March, SK hynix announced on April 20 that it has kicked off mass production of 192GB...

As Elon Musk confirmed on X that the AI5 tape-out has been completed, attention is shifting to how Samsung Electronics accelerates ramp-up at its Taylor fab while deepening cooperation with Tesla on memory. According to Hankyung, Samsung plans to begin full-scale ramp-up in the second half of 2026, ...

According to TrendForce’s latest memory spot price trend report, in the DRAM segment, most spot sellers held firm on quoted prices ahead of mid-April official pricing announcements. However, weak end-demand and cautious purchasing behavior kept overall trading activity subdued. As a result, the av...