Subject


DRAM


2026-04-08

[Insights] Memory Spot Price Update: DRAM Extends Gradual Downtrend on Contained Selling Pressure; DDR4 Drops 1.18%

DRAM

According to TrendForce's latest memory spot price trend report, DRAM continues to face contained selling pressure, with spot prices maintaining a gradual downward trend. In the NAND segment, most sellers are expecting further increases in 2Q26 contract prices, in an attempt to lift spot prices as w...

2026-04-08

[News] Samsung Reportedly Solves SOCAMM2 Warpage, May Gain Edge Over Micron, SK hynix in Mass Production Timeline

DRAM

Samsung has reportedly resolved a key technical challenge in its SOCAMM2 design. According to ETNews, citing sources, the company has overcome the “warpage” issue, a major hurdle ahead of mass production of its next-generation AI server memory module, SOCAMM2 (System on Chip Advanced Memory Modu...

2026-04-07

[News] Apple Mac mini, Mac Studio Delivery Times Reportedly Stretch to 5 Months Amid Memory Crunch

DRAM

While Apple remains one of the most powerful buyers in the tech supply chain, it is still not immune to mounting pressure from surging memory prices and tight supply. According to Chinese media outlet Jiemien News, checks on Apple’s China online store show delivery times for high-memory Mac mini a...

2026-04-07

[News] Samsung Sees Explosive 755% Profit Growth as Q1 Tops Full-Year 2025 Earnings amid Memory Boom

DRAM

Amid a sharp memory price surge, Samsung is poised for a record-breaking first quarter, projecting that Q1 earnings will exceed its full-year profit from last year, as highlighted by Reuters. According to its April 7 press release, cited by the Chosun Daily, preliminary revenue soared 68% year-on-ye...

2026-04-01

[News] China’s DDR5 Price Drop Driven by Secondary-Market Modules; Impact Confined to Niche Channel

DRAM

The recent DDR5 price correction in China’s retail market has triggered heated debate, with Calian Press reporting sharp spot-price declines of around 30% in Shenzhen’s Huaqiangbei Electronics Market, a key electronics trading hub. However, industry sources suggest the prices quoted by retailers...

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