Subject


DRAM


2025-06-20

[News] SK hynix Reportedly Leads Custom HBM4E Push with NVIDIA, Microsoft; Samsung Trails with HBM4

DRAM

As Samsung pushes to accelerate 1c DRAM development and regain ground in the HBM4 race, current leader SK hynix is pulling ahead with custom HBM solutions for tech giants. According to the Korea Economic Daily, its first customized HBM—likely HBM4E—is set to debut in the second half of 2026. ...

2025-06-20

[News] Samsung’s 1c DRAM Yields Reportedly Reach up to 70%, Paving Way for HBM4 by Year-end

DRAM

With hopes of turning the tide in the HBM4 era resting on its progress in 1c DRAM, Samsung has reportedly made a major leap in yield rates. According to Sedaily, the company recently achieved yields of 50–70% in tests for its sixth-generation 10nm-class DRAM (1c DRAM) wafers—a jump from the sub-...

2025-06-18

[Insights] Memory Spot Price Update: SK hynix, Micron Push DDR4 Last Buys as Phase-Out Boosts Q3 Prices

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, SK hynix and Micron are currently in last-time buy negotiations with DDR4 customers, pushing spot prices higher as contract prices are set to rise in Q3 2025. As for NAND flash, recent market rumors on China’s stern a...

2025-06-18

[News] Taiwan’s DRAM Supplier Nanya Tech Reportedly Pauses DDR4 Spot Price Quotations Amid Tight Inventory

DRAM

With leading memory makers like Samsung and Micron winding down DDR4 production and prices surging, Taiwan’s major supplier Nanya Technology has reportedly paused price quotes, signaling tightening supply and growing demand, according to Economic Daily News. Industry sources further explain tha...

2025-06-17

[News] SK hynix Reportedly Slows 1c DRAM Investment, Shifts Focus to 1b DRAM for HBM3E/HBM4

DRAM

As AI chip giants like NVIDIA and AMD race ahead with next-gen HBM adoption, SK hynix is reportedly taking a more cautious stance on the investment in 1c DRAM (6th-gen 10nm-class), according to South Korean media outlet the bell. The move reflects the company’s strategy to double down on the more ...

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