Subject


DRAM


2025-09-12

[News] Micron Reportedly Reveals Detailed Site Plan for New York Fab, November Land Clearing Expected

DRAM

Following its June announcement to invest roughly $200 billion in U.S. manufacturing, Micron has taken a major step toward building its new New York plant. Syracuse.com reported that, for the first time, the memory giant has submitted a detailed site plan to the town of Clay for its proposed chipmak...

2025-09-11

[News] Taiwan DRAM Makers Reportedly Eye 20-50% Q4 Contract Price Hikes amid DDR4 Supply Squeeze

DRAM

With DDR4 prices already firm on tight supply, the memory market is bracing for another rally as the electronics industry enters its seasonal peak in the second half, according to the Commercial Times. After sharp gains in Q3, contract prices are projected to rise a further 20%–50% in Q4, as Taiwa...

2025-09-11

[News] SK hynix Partners with Naver Cloud to Test CXL, PIM Memory Tech, Reportedly Eyes Major CSPs

DRAM

In the era of big data and AI, Compute Express Link (CXL) has emerged as the next-generation high-speed standard. To push its lead beyond HBM, SK hynix has partnered with Naver Cloud, launching proof-of-concept tests to commercialize next-generation AI memory solutions, according to Sedaily. SK h...

2025-09-10

[Insights] Memory Spot Price Update: SanDisk’s 10% Price Hike Meets Demand-Side Resistance

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, suppliers continue to raise DDR4 quotes, encouraged by Nanya’s strong August revenue, but buyers show limited acceptance of the hikes. In NAND, SanDisk’s push for a 10% increase to lift market sentiment has met resi...

2025-09-08

[News] NVIDIA Reportedly Taps Samsung to Double GDDR7 Supply for China-Targeted RTX PRO 6000D

DRAM

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...

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