Subject


DRAM


2026-04-01

[Insights] Memory Spot Price Update: DDR3 Strength Contrasts Weak DDR4/ DDR5 Amid High Prices, Soft Demand

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, momentum in both DDR4 and DDR5 remains weak, as end-user demand continues to struggle with elevated price levels, while 2Q26 contract pricing has yet to be formally announced. Meanwhile, in terms of NAND, module houses ...

2026-04-01

[News] JEDEC Reportedly Plans to Relax HBM Height Specs to ~900µm, Potentially Slowing Hybrid Bonding Adoption

DRAM

Please note that this article cites information from Chosun Ilbo, Newsis, News Tomato, and The Elec. JEDEC is reportedly considering relaxing standards governing next-generation HBM. According to Chosun Ilbo, sources indicate that JEDEC (Joint Electron Device Engineering Council) is weighing a ...

2026-04-01

[News] “Father of HBM” Predicts Memory-Centric AI Shift as HBF Emerges, Reshaping GPUs’ Role

DRAM

Please note that this article cites information from Aju News, Money Today Broadcasting, Hankyung and SK hynix. As memory giants race to bet on post-HBM technologies like HBF (High Bandwidth Flash), the man who is widely credited as the "father of HBM" is making a bold call. KAIST professor Joungh...

2026-03-31

[News] DDR5 Retail Prices Pullback Amid Market Correction, but Industry Players Cite Stable Contract Trends

DRAM

Please note that this article cites information from Economic Daily News, Wccftech, 3D Center, chinastarmarket.cn and Calian Press. Recent sharp price corrections across U.S. and China retail memory channels have pushed DDR5 modules to the center of a broader sell-off, further fueled by market de...

2026-03-30

[News] Select DDR5 Kits Reportedly Slide Over 20% in U.S. Retail Amid Google’s TurboQuant Debate

DRAM

Please note that this article cites information from Wccftech, IT Chosun, and Tom’s Hardware. After months of relentless gains, the memory market might be showing early signs of a turning point. According to Wccftech, DDR5 prices have recently started to ease across several major U.S. retail chan...

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