Subject


DRAM


2026-03-24

[News] ASUS Reportedly Warns PC Prices Could Jump 25–30% in 2Q, Rising Further in 3Q Amid CPU, Memory Costs

DRAM

Please note that this article cites information from Commercial Times, the Economic Daily News, and TechNews. Amid surging memory and CPU costs, PC makers are gearing up for another wave of price hikes. ASUS, citing local reports from Commercial Times and TechNews, noted that the overall PC marke...

2026-03-23

[News] While DDR5 Margins Reportedly Surpass HBM: What’s Next for Memory Giants?

DRAM

Please note that this article cites information from The Elec, Investing.com, News 1, Alphabiz, and EBN. After Micron stunned the market with soaring margins—projected to reach 81% in 3QFY26, up from a record 75% in the previous quarter—the industry is keen to understand the drivers behind. On...

2026-03-20

[News] SK hynix Reportedly Weighs TSMC 3nm for HBM4E Logic Dies to Gain Edge over Samsung

DRAM

Please note that this article cites information from the Chosun Daily, ETNews, and TechPowerUp. With all three leading memory giants now close to shipping HBM4, the race for next-gen HBM is intensifying, with advanced nodes taking center stage. Samsung is reportedly set to use its in-house 4nm pr...

2026-03-19

[News] Micron Ramps FY26 Capex to $25B, Signs First 5-Year Customer Deal

DRAM

Please note that this article cites information from Reuters, Investing.com, ZDNet, CNBC and Micron. Micron is riding the AI memory upcycle, delivering strong 2QFY26 results and guiding third-quarter revenue above market expectations. Even more striking, the company flagged a major step-up in capit...

2026-03-18

[News] Memory Giant Shifts Strategy: Samsung Reportedly Eyes 3–5 Year Contracts to Stabilize Supply

DRAM

South Korea’s memory giants, once reluctant to lock in long-term deals amid tight supply, may be shifting stance. Bloomberg, citing Co-CEO Jun Young-hyun’s remarks at the shareholder meeting on March 18, reports that Samsung is now exploring multi-year memory contracts to secure supply stability...

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