News
Following its March rollout of 12-layer HBM4 samples, SK hynix unveiled a long-term DRAM roadmap and sustainability vision at the 2025 IEEE VLSI Symposium in Kyoto (June 8–12), highlighting plans for sub-10nm technologies, according to its press release and ZDNet. Notably, in his keynote on Jun...
News
While soaring HBM orders helped SK hynix grab the DRAM crown in Q1, Samsung—facing profit pressure and looming risks like tariffs—is expected to shift focus to profitability over volume in H2 2025 by adjusting output, according to the Chosun Daily. Though some speculate Samsung may ramp up to...
News
According to ZDNet, South Korea’s Ministry of Trade, Industry and Energy (MOTIE) announced that semiconductor exports—the nation’s top export item—hit a record high in May, totaling USD 13.8 billion. This marks a 21.2% increase compared to the same month last year. The surge was largely fuel...
Insights
According to TrendForce's latest memory spot price trend report, regarding DRAM, DDR5 prices have shown signs of slowing, with overall DRAM price hikes expected to ease in 3Q25. As for NAND flash, spot prices have reached a relatively high level after rising since late February, and buying momentum ...
News
As HBM4 has become the next battle ground for memory giants, Samsung seems to be aiming to close its gap with SK hynix through aggressive investment. According to ZDNet, Samsung plans to expand 1c DRAM (6th-gen 10nm-class) production in both Hwaseong and Pyeongtaek, with investments starting by year...