Subject


DRAM


2026-02-26

[News] Memory Giants’ HBM Cleanroom Race: Samsung & SK hynix Fast-Track, Micron Acquires

DRAM

Amid soaring memory demand and aggressive product roadmaps from NVIDIA and other big techs, memory giants are racing not just on chip performance but also on cleanroom capacity, each taking a different approach. Financial News reports that Samsung and SK hynix are fast-tracking cleanroom constructio...

2026-02-24

[News] Japan Reportedly Offers Half-Cost Fabs and Full Subsidies, Yet Samsung and SK hynix Stay Cautious

DRAM

Amid market speculation that SK hynix is considering a ¥2 trillion (about KRW 18 trillion) investment to build a memory fab in Japan, the company has officially denied the claim. However, a separate report by Chosun Biz indicates that both Samsung and SK hynix have repeatedly received proposals fro...

2026-02-24

[News] Lenovo Reportedly Signals March Price Hikes on Select Commercial Devices Amid Memory Shortage

DRAM

As 2026 gets underway, the PC sector is already feeling the shockwaves amid tight memory supply. CRN reports that Lenovo’s North America channel chief warned partners that select commercial client devices are set for price hikes in early March, fueled by the persistent global memory chip shortage....

2026-02-23

[News] Global DDR5 Pricing Update: Europe Reportedly Eases, China’s KingBank 32GB Hits Premium Tier

DRAM

While memory prices continue to carry strong upward momentum amid AI-driven supply tightness, regional trends are beginning to diverge. Notably, according to Tom’s Hardware, DDR5 prices in the U.S. are still climbing to record levels, whereas European markets are showing signs of easing. Meanwhile...

2026-02-20

[Insights] AI-Driven Memory Boom Ripples Through Hardware Markets, From Price Hikes to Product Delays

DRAM

Rising memory prices have triggered a series of unusual phenomena across the industry. According to a column by Zhu Xi on TechNews, prices have been climbing since last year, driven by strong demand from AI servers and data centers. Beyond the expected drag on PC shipments this year, the near-runawa...

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