News
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...
Insights
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...
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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...
News
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...
Insights
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...