Insights
According to TrendForce's latest memory spot price trend report, regarding DRAM, while DDR4 spot prices have experienced intermittent rises, this mainly reflects a correction of previously excessive increases, rather than an indication of oversupply. As for NAND flash, demand from the consumer marke...
News
As major memory makers shift capacity to DDR5 and HBM, their DDR4 phase-out timeline is coming into focus. According to the Commercial Times, Samsung, SK hynix, and Micron are set to end DDR4 shipments between late 2025 and early 2026. TrendForce’s latest findings also show that the three major...
News
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...
Insights
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...
News
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...