Subject


DRAM


2025-07-08

[News] Samsung Q2 Profits Reportedly Dive to Six-Quarter Low; 2H Revival Faces Tariff Challenges

DRAM

Samsung's struggles with HBM3E verification for NVIDIA continue to weigh on its performance, offering no lift to its second-quarter results. According to Yonhap and the Chosun Daily, Samsung’s Q2 operating profit plunged nearly 56% to 4.6 trillion won—well below analysts’ expectations of 6 tri...

2025-07-02

[Insights] Memory Spot Price Update: 16Gb DDR4 Consumer DRAM Rises as PC DRAM Loses Momentum

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, spot prices of 16Gb DDR4 consumer DRAM chips continue to climb, whereas PC DRAM chips like 8Gb DDR4 have seen a minor pullback. As for NAND flash, gradual release of capacity resources by suppliers, together with the we...

2025-07-01

[News] Intel Reportedly Taps SK hynix’s Next-Gen HBM to Power Jaguar Shores in AI Chip Race

DRAM

Fresh off its inaugural overseas Foundry Direct Connect event in Seoul last week, Intel—keen to sharpen its lead in AI chips—is reportedly teaming up with SK hynix to co-develop next-generation AI accelerators, South Korea’s Newsis reports. At the Intel AI Summit on July 1, SK hynix VP Jung...

2025-06-30

[News] DDR4 Spot Prices Reportedly Double as China’s Memory Maker Rumored to Phase out Production by 2026

DRAM

As major players like Samsung and Micron scale back DDR4 production, driving prices up in recent weeks, rumors that a leading Chinese DRAM maker plans to phase out DDR4 production have sent spot prices soaring even higher, according to Nikkei. The report suggests that spot prices for 8-gigabit DD...

2025-06-27

[News] Intel’s First Overseas Foundry Connect in Seoul Sparks SK hynix HBM Buzz

DRAM

As Intel pushes to grow its presence among external clients, South Korea—a major memory and semiconductor powerhouse—has emerged as a prime target. According to the bell, Team Blue is actively promoting its foundry services to companies including LG Electronics, Hyundai Mobis, AI chip startup Re...

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