Subject


DRAM


2025-05-16

[News] U.S. Rumored to Mull Adding DRAM Giant CXMT and More Chinese Tech Firms to Entity List

DRAM

With new chip tariffs possibly around the corner, Washington may be gearing up for another strike on China’s semiconductor sector. According to Reuters, citing Financial Times, the U.S. Commerce Department is weighing whether to slap more Chinese tech firms—including DRAM giant CXMT—onto its e...

2025-05-13

[News] Hanmi Semiconductor Rumored to Halt TC Bonder Exports to China, Threatening Its HBM and AI Push

DRAM

As China races to localize AI chips and memory, rumors are mounting that Washington may tighten controls on its HBM production. According to Chinese media outlet EE Times China, Hanmi Semiconductor has informed Chinese clients it will halt shipments of TC bonders, crucial tools for stacking HBM chip...

2025-05-13

[News] NVIDIA Might Consider Swap HBM for GDDR in Cut-Down H20 for China, Giving Samsung a Lift

DRAM

Following the latest export curbs on NVIDIA’s H20, the U.S. chip giant is said to be developing a downgraded version of the chip to be sold in China. As the revamped chip is expected to have significant cuts, particularly in memory capacity, a New Daily report hints that NVIDIA might replace HBM...

2025-05-12

[News] Samsung Reportedly Hikes DRAM Prices on Pre-Tariff Stockpiling, DDR4 up 20%

DRAM

A surge in DRAM demand—fueled by stockpiling ahead of Trump’s tariffs—seems to be real. According to South Korea’s Etnews, Samsung has raised DRAM prices for the first time in over a year, with DDR4 seeing the sharpest jump. The report suggests that Samsung, finalized new pricing terms wi...

2025-05-09

[News] NVIDIA Reportedly Prepares Toned-down Version for H20, Set for July Release

DRAM

With CEO Jensen Huang calling it a “tremendous loss” to be blocked from China’s AI market, NVIDIA is gearing up to launch a toned-down version of its H20 AI chip for China as early as July, according to Reuters. The report says Team Green has already given major Chinese cloud providers a he...

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