Subject


DRAM


2025-12-30

[News] NVIDIA’s $20B Groq Deal Spotlights SRAM Shift—MediaTek NPU Already On Board

DRAM

With markets staying muted over the Christmas holiday, NVIDIA made an unexpected move, agreeing to spend about $20 billion in cash to license Groq’s LPU (Language Processing Unit) technology. As highlighted by the Commercial Times, the deal signals that the AI chip leader is accelerating its push ...

2025-12-26

[News] AI Reportedly to Consume 20% of Global DRAM Wafer Capacity in 2026, HBM and GDDR7 Lead Demand

DRAM

As AI infrastructure ramps up, memory supply tightens and prices soar. Commercial Times, citing industry experts, projects that cloud high-speed memory consumption could reach 3 exabytes (EB) by 2026. Notably, when factoring in the "equivalent wafer usage" of high-speed memory like HBM and GDDR7, th...

2025-12-24

[Insights] Memory Spot Price Update: Kingston Leads DRAM Surge as DDR4, DDR5 and Modules Hold Strong

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, DDR4, DDR5 chips and modules continue climbing daily, though gains have eased slightly. Kingston, the top module supplier, implemented substantial DRAM price hikes this week, with overall spot prices showing no signs of...

2025-12-24

[News] Apple Reportedly Sources 60–70% of iPhone 17 LPDDR5X from Samsung, Eyeing iPhone 18 Volumes

DRAM

With iPhone 17 breaking sales records, Apple CEO Tim Cook offered a rare glimpse into the company’s holiday-quarter outlook at the latest earnings call, stating that Apple expects to achieve a new all-time revenue record in December, as reported by MacRumors. Against this backdrop, Hankyung now su...

2025-12-23

[News] Top PC Maker, Likely HP or Lenovo, Reportedly Locks in Memory Supply following Supplier Visits

DRAM

As memory prices surge, PC makers are moving to pass costs onto consumers while scrambling to secure chip supply ahead of potentially larger price swings in the market by mid-2026. Yicai Global reports that a top-tier PC company recently made intensive visits to major memory suppliers—including Sa...

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