Subject


DRAM


2025-08-13

[Insights] Memory Spot Price Update: DDR4 Price Surge Slows Amid Samsung EOL Delay Rumors

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, rumors about a delay in Samsung’s DDR4 EOL plan have been circulating. While TrendForce finds these claims inaccurate, they have nonetheless dampened the upward price momentum. Meanwhile, NAND flash demand remains cau...

2025-08-13

[News] Huawei Unveils UCM Algorithm to Cut HBM Reliance, Reportedly Goes Open-Source in September

DRAM

While local media spotlight Huawei's push to cut China's HBM dependency for AI inference, the tech giant made waves on August 12th with the launch of UCM (Unified Computing Memory)—an AI inference breakthrough that slashes latency and costs while turbocharing efficiency, according to mydrivers and...

2025-08-12

[News] Micron Rumored to Start Layoffs in China, Targeting Embedded R&D and Support Teams

DRAM

Despite recently raising its Q4 FY25 guidance on the back of strong DRAM prices, Micron has reportedly begun layoffs in its China operations as of August 11, according to Chinese media outlets ijiwei and EETimes China. While the full extent of the layoffs is still unclear, the reports suggest the...

2025-08-12

[News] Micron Raises Q4 Forecast on Strong DRAM Pricing and AI Demand

DRAM

As tech giants ramp up AI investments, U.S. memory firm Micron has been among one of the major beneficiaries. The company has raised its Q4 Fiscal 2025 revenue forecast to $11.2 billion, up from $10.7 billion, according to Reuters. In addition to the robust demand for HBM, Micron attributed the r...

2025-08-06

[Insights] Memory Spot Price Update: DRAM Trading Slows as DDR4 Mainstream Prices Drop 2.4%

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, the spot market has remained fairly subdued in terms of trading activities, while the average spot price of the mainstream chips (i.e., DDR4 1Gx8 3200MT/s) slightly decreased by -2.40%. As for NAND flash, legacy product...

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