Subject


DRAM


2025-07-15

[News] NVIDIA’s China H20 Sales to Resume After U.S. Commitment, Samsung Poised to Gain from HBM3 Supply

DRAM

During Jensen Huang’s visit to Beijing, NVIDIA revealed that the AI chip giant plans to restart sales of its H20 AI accelerator in China, after receiving assurances from the U.S. government that export licenses will be granted, according to Bloomberg. Notably, as per South Korean media outlet B...

2025-07-15

[News] LG Makes Bold Move in HBM Race with Hybrid Bonders, Reportedly Sets Sights by 2028

DRAM

As Samsung and SK hynix charge ahead in the HBM race, an unexpected player is said to be entering the arena from a different angle. LG Electronics is reportedly making a bold push into the semiconductor equipment space by developing hybrid bonders for HBM, according to Sedaily. Sedaily suggests a...

2025-07-11

[News] SK hynix Reportedly Raises DDR4/ LPDDR4X Contract Prices by 20% as Q3 Demand Stays Strong

DRAM

As memory makers move to phase out DDR4, with shipments expected to end in early 2026, contract prices continue to climb. According to China’s Wallstreetcn, SK hynix has raised contract prices for DDR4 and LPDDR4X memory by around 20%, marking a new round of price hikes. This trend echoes findi...

2025-07-09

[Insights] Memory Spot Price Update: DDR4 Spot Prices See Mild Pullback after Steep Climb

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, while DDR4 spot prices have experienced intermittent rises, this mainly reflects a correction of previously excessive increases, rather than an indication of oversupply. As for NAND flash, demand from the consumer marke...

2025-07-09

[News] DDR4 Exit Timeline Unfolds for Top Memory Makers: Plans for Samsung, SK hynix and Micron

DRAM

As major memory makers shift capacity to DDR5 and HBM, their DDR4 phase-out timeline is coming into focus. According to the Commercial Times, Samsung, SK hynix, and Micron are set to end DDR4 shipments between late 2025 and early 2026. TrendForce’s latest findings also show that the three major...

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