Subject


DRAM


2025-12-03

[Insights] Memory Spot Price Update: NAND Prices Adjusted Daily as Sellers Renege on Deals

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, DDR4 quotes remain above DDR5, and despite already-high spot rates, there’s no sign of a drop. Meanwhile, in NAND, some sellers chasing higher profits are reneging on previously confirmed deals, risking their reputati...

2025-12-02

[News] Micron to Build a New Memory Chip Plant in Japan with USD 9.6B

DRAM

Micron Technology has announced plans to invest JPY 1.5 trillion (approximately USD 9.6 billion) to build a new factory dedicated to high-bandwidth memory (HBM) chip production in Hiroshima, Japan. The facility will be located within Micron’s existing Hiroshima site, with construction scheduled to...

2025-12-01

[News] TSMC Unveils Custom C-HBM4E Details: N3P Logic Dies Reportedly Target 2× Efficiency Gain

DRAM

As memory makers push deeper into custom HBM logic dies for the HBM4 era, foundries—led by TSMC—are stepping up with more breakthroughs. German outlet HardwareLUXX reports that TSMC’s custom HBM4E, currently dubbed C-HBM4E, will leap to the N3P node. Along with dropping voltage from 0.8 V to 0...

2025-11-27

[News] 64GB DDR5 RAM Reportedly Now Pricier Than a PlayStation 5 Amid Soaring Memory Costs

DRAM

Driven by explosive AI demand, memory prices are climbing at a pace the industry hasn’t seen in years. According to TechNews, citing PCMag, PC RAM costs have surged sharply, with a 64GB DDR5 kit now topping $500, which is more expensive than a Sony PlayStation 5. The report notes that, compared...

2025-11-26

[News] Memory Boom in China Reportedly Spurs Opportunities for Korean Makers Hanmi, SEMES

DRAM

As China races toward semiconductor self-reliance, the rollout of next-generation chips is not only boosting local equipment and materials makers, but creating opportunities for South Korean firms like Hanmi Semiconductor and SEMES, New Daily reports. Memory Boom Fuels Korean Equipment Exports to...

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