Amid geopolitical pressures causing H20 shipment uncertainties, NVIDIA is reportedly developing more China-focused chips and has asked Samsung to double its GDDR7 order, prompting the South Korean memory giant to boost production, according to etnews. The report indicates that the additional GDDR...

The HBM4 race is intensifying. According to Chosun Biz, SK hynix and Micron are reportedly set to enter the final stage of HBM4 testing with NVIDIA this month. SK hynix, ahead in quality verification, is expected to finalize pricing and delivery terms and may secure a supply agreement with NVIDIA as...

According to TrendForce's latest memory spot price trend report, regarding DRAM, although spot transaction volumes keep shrinking, DDR4 prices have risen more than DDR5, showing that the impact of the DDR4 EOL announcements by the three major suppliers hasn’t fully faded. In terms of NAND, supplie...

With DDR4 prices holding strong amid tight supply, memory giants that once planned to phase out the chip are now reversing course. South Korea’s Maeil Business Newspaper reports that Samsung and SK hynix will extend DDR4 production into next year. Previously, as Commercial Times noted, both com...

According to ZDNet, South Korea may lead in memory products like DRAM and NAND flash, but it remains heavily dependent on Japan for critical materials. The report, citing sources, warns that unless localization advances more quickly, this reliance could become a structural risk for the country in th...