Subject


DRAM


2025-12-16

[News] Acer and ASUS Reportedly to Pass Surging Memory Costs to PCs in 1Q26, Hot on Dell’s Heels

DRAM

As memory prices soar, Dell is reportedly set to lead the wave of PC price hikes, raising prices across its commercial lines starting December 17. Commercial Times reports that Taiwan’s Acer and ASUS both acknowledged that passing on soaring memory costs has become an industry-wide consensus, and ...

2025-12-16

[News] SK hynix, Samsung Reportedly Deliver Paid HBM4 Samples to NVIDIA Ahead of 1Q26 Contracts

DRAM

As the HBM4 race accelerates, attention is turning to which supplier will secure the largest share of NVIDIA’s next-generation Rubin AI accelerator. According to SeDaily, both Samsung Electronics and SK hynix have begun delivering paid final HBM4 samples to NVIDIA—moving beyond free prototypes a...

2025-12-11

[News] Samsung CEO Roh Reportedly to Meet Micron in Rare CES Meeting Over Tight Mobile DRAM Supply

DRAM

Amid a sharp surge in memory prices, even Samsung is feeling the strain despite its in-house capacity. DealSite reveals that Roh Tae-moon, CEO and Head of Samsung Electronics’ DX Division, will meet Micron CEO Sanjay Mehrotra on the opening day of CES 2026 in Las Vegas, running January 6–9. A...

2025-12-10

[Insights] Memory Spot Price Update: DDR4 Rally Builds on 16Gb Strength; DDR5, DDR3 See Mild Pullbacks

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, DDR5 and DDR3 spot prices saw a mild pullback this week as the rapid surge prompted some year-end profit-taking among traders, while DDR4 prices continue to climb—particularly 16Gb products. Meanwhile, in NAND, key su...

2025-12-08

[News] Smartphone Memory Inventories Reportedly Fall Below 4 Weeks, Low-End Devices in the Crosshairs

DRAM

Amid recent headlines—Micron exiting the Crucial consumer memory business and Samsung and SanDisk reportedly delaying NAND deliveries—strong memory demand from hyperscalers is putting consumer products, especially smartphones, under pressure. According to Calian Press, citing TrendForce Senior R...

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