Subject


DRAM


2025-07-31

[News] Memory Giants Unite at SEMICON Taiwan as SK hynix’s Young HBM Head Steals Spotlight

DRAM

As HBM competition heats up, the world’s top three memory giants—SK hynix, Samsung, and Micron—will share the stage in Taiwan for the first time this September at the Memory Executive Summit during SEMICON Taiwan 2025, according to Commercial Times and Knews. As per SEMICON Taiwan, the su...

2025-07-31

[News] Samsung Chip Division Profit Plunges 90% in Q2; H2 Hopes on HBM3E, 2nm

DRAM

Just days after clinching a $16.5 billion deal with Tesla, South Korean memory giant Samsung posted Q2 results, showing a steep 55% drop in overall operating profit, as highlighted by Reuters. However, as Chosun Daily points out, its semiconductor business took an even harder hit, with profit plungi...

2025-07-30

[Insights] Memory Spot Price Update: NAND Spot Market Shows Recovery Signs on Rising 3Q25 Price Expectations

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, trading activities have slowed down for DDR4 products compared with the previous week, while x16 consumer DRAM products have stronger price support compared with x8 PC DRAM products. As for NAND flash, some of the buyer...

2025-07-28

[News] SK hynix Rumored to Boost 2025 Capex by 30% on 2026 HBM Demand Visibility

DRAM

Riding a record-smashing Q2 profit fueled by strong demand for 12-high HBM3E, SK hynix announced at last week’s earnings call that it will boost 2025 spending to keep pace with the expanding HBM market. While the company hasn’t disclosed the exact increase, sources told The Elec its 2025 capex i...

2025-07-28

[News] HBM Hybrid Bonder Demand Reportedly Rising in 2H25, as BESI and ASMPT Eye Growth

DRAM

According to a ZDNet report citing industry sources on the 25th, leading global semiconductor back-end equipment manufacturers are expected to expand their HBM hybrid bonding operations in the second half of 2025. BESI Expects Rising Hybrid Bonding Orders in H2 2025 On July 24, Dutch equipment...

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