Subject


DRAM


2026-04-08

[News] Samsung Reportedly Solves SOCAMM2 Warpage, May Gain Edge Over Micron, SK hynix in Mass Production Timeline

DRAM

Samsung has reportedly resolved a key technical challenge in its SOCAMM2 design. According to ETNews, citing sources, the company has overcome the “warpage” issue, a major hurdle ahead of mass production of its next-generation AI server memory module, SOCAMM2 (System on Chip Advanced Memory Modu...

2026-04-07

[News] Apple Mac mini, Mac Studio Delivery Times Reportedly Stretch to 5 Months Amid Memory Crunch

DRAM

While Apple remains one of the most powerful buyers in the tech supply chain, it is still not immune to mounting pressure from surging memory prices and tight supply. According to Chinese media outlet Jiemien News, checks on Apple’s China online store show delivery times for high-memory Mac mini a...

2026-04-07

[News] Samsung Sees Explosive 755% Profit Growth as Q1 Tops Full-Year 2025 Earnings amid Memory Boom

DRAM

Amid a sharp memory price surge, Samsung is poised for a record-breaking first quarter, projecting that Q1 earnings will exceed its full-year profit from last year, as highlighted by Reuters. According to its April 7 press release, cited by the Chosun Daily, preliminary revenue soared 68% year-on-ye...

2026-04-01

[News] China’s DDR5 Price Drop Driven by Secondary-Market Modules; Impact Confined to Niche Channel

DRAM

The recent DDR5 price correction in China’s retail market has triggered heated debate, with Calian Press reporting sharp spot-price declines of around 30% in Shenzhen’s Huaqiangbei Electronics Market, a key electronics trading hub. However, industry sources suggest the prices quoted by retailers...

2026-04-01

[Insights] Memory Spot Price Update: DDR3 Strength Contrasts Weak DDR4/ DDR5 Amid High Prices, Soft Demand

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, momentum in both DDR4 and DDR5 remains weak, as end-user demand continues to struggle with elevated price levels, while 2Q26 contract pricing has yet to be formally announced. Meanwhile, in terms of NAND, module houses ...

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