As Micron prepares to report its fiscal third-quarter results on June 24, investor attention is turning to whether its strong earnings and elevated margins can be sustained, and how long the ongoing memory rally can support its growth story in DRAM and HBM. Here are four key areas to watch in the up...

Just weeks after Samsung delivered its first HBM4E samples in May, SK hynix has quickly followed suit. According to a company announcement, the HBM leader has begun shipping 12-high HBM4E samples to major customers, signaling that the race toward next-generation AI memory commercialization is accele...

According to TrendForce’s latest memory spot price trend report, in terms of DRAM, mainstream DDR4 chips largely traded sideways, while DDR3 spot prices continued to rise, partly supported by tight DDR4 availability and higher costs, which have prompted some consumer DRAM buyers to downgrade speci...

Samsung announced the start of HBM4E sampling in late May and later unveiled an HBM5 mock-up for the first time at COMPUTEX 2026. Against this backdrop, rival SK hynix is also stepping up its next-generation HBM push, with South Korean media outlet Newsis reporting that the memory giant has secured ...

While China’s rare earth export controls continue to draw market attention, another key semiconductor material is also seeing sharp price swings. According to chinastarmarket.cn, citing China’s General Administration of Customs, tungsten hexafluoride (WF₆) hit $149.79 per kilogram in April 202...