As memory giants grow reluctant to lock in long-term agreements (LTAs) with clients, a new type of deal is reportedly emerging. ETNews notes that Samsung, SK hynix, and Micron are shifting to shorter-term contracts, with some including “post-settlement” clauses that adjust prices based on market...

Is China closing the gap with South Korea’s memory giants? An industry veteran says the gap may be wider than assumed. According to The Korea Herald, Shim Dae-yong, a professor of next generation semiconductor at Dong-A University, said the technology gap between Chinese memory makers and their So...

According to TrendForce's latest memory spot price trend report, regarding DRAM, since current spot prices remain well above average contract levels, the market will need to wait for late-February contract announcements to see if another round of spot price increases emerges. Meanwhile, in NAND, the...

Intel’s memory ambitions are back in the spotlight after it announced on February 2nd the partnership with SoftBank’s subsidiary SAIMEMORY to develop Z-Angle Memory (ZAM). According to their press release, operations kick off in Q1 2026, with prototypes expected in 2027 and full-scale launch by ...

As global heavyweights Samsung, SK hynix and Micron cash in on surging prices driven by the AI boom, China’s smaller memory players are also catching the upcycle. According to Sina, as of January 29, 52 A-share memory-related companies had released their 2025 earnings forecasts, with 13 of them pr...