Subject


DRAM


2025-12-08

[News] Smartphone Memory Inventories Reportedly Fall Below 4 Weeks, Low-End Devices in the Crosshairs

DRAM

Amid recent headlines—Micron exiting the Crucial consumer memory business and Samsung and SanDisk reportedly delaying NAND deliveries—strong memory demand from hyperscalers is putting consumer products, especially smartphones, under pressure. According to Calian Press, citing TrendForce Senior R...

2025-12-05

[Exclusive] Memory Crunch Hits PCs: Dell Hikes Prices 15-20% Mid-December, Lenovo from January 2026

DRAM

Soaring AI-server memory demand is driving DRAM prices sharply higher—and now PC and notebook makers are feeling the squeeze. Industry sources revealed today that Lenovo has begun notifying clients of coming price hikes, with adjustments set to take effect in early 2026 as market pressures mount. ...

2025-12-04

[News] SK hynix Unveils Organizational Restructure with Dedicated HBM Taskforce in the Americas

DRAM

As 2025 draws to a close, tech giants are rapidly reshuffling their organizations. After Samsung reinstated its dual-CEO structure and elevated Roh Tae-moon, SK hynix followed on the 4th with a major move of its own—launching a dedicated HBM taskforce to accelerate its AI-memory push, according to...

2025-12-04

[News] Micron to End Crucial Consumer Memory by Feb 2026, Redirects Supply to Enterprise amid AI Surge

DRAM

Amid a severe memory crunch driven by soaring demand from data centers and hyperscalers, Micron announced Wednesday that it will exit the consumer memory market. As Tom’s Hardware notes, the move signals a shift in production and investment toward enterprise-grade DRAM and SSDs to keep pace with t...

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...

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