Subject


DRAM


2025-04-23

[Insights] Memory Spot Price Update: DRAM Suppliers Raise Prices by 8-10% amid Stockpiling ahead of Tariffs

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, OEMs are gradually increasing inventory levels to ensure they have safe amounts of stock on hand before tariff policies become clearer, while DRAM suppliers have simultaneously raised spot prices of DRAM products by 8-1...

2025-04-23

[News] The TC Bonder Drama: Could Hanmi’s Supply Shift the HBM Race Between Micron, SK hynix, and Samsung?

DRAM

As the HBM race heats up among memory giants, TC (thermal compression) bonders are taking center stage. Notably, recent developments involving key player Hanmi Semiconductor, Micron, and SK hynix have sparked attention—and could potentially reshape the memory landscape, according to reports from T...

2025-04-22

[News] Samsung Rumored to End DDR4 Production in April as Chinese Competition Grows

DRAM

Facing rising pressure from Chinese rivals, Samsung has reportedly told clients it will phase out production of 1z nm 8Gb LPDDR4, with the line reaching End of Life (EOL) in April, according to Commercial Times. As noted by Commercial Times, Samsung’s move has been in the pipeline for months, a...

2025-04-21

[News] Huawei’s Ascend 920 Reportedly Set for 2H25 : Concerns Grow Over SMIC’s Capability and HBM Access

DRAM

As the U.S.-China chip war heats up, China is going all-in on AI ASICs, with Huawei’s flagship chips stealing the spotlight. But with rumors of the Ascend 920 entering mass production in 2H25, Commercial Times raises doubts about SMIC’s N+3 process and the chip’s access to top-tier HBM. Acc...

2025-04-21

[News] JEDEC Finalizes HBM4 Standard, Potentially Easing Pressure on Hybrid Bonding Adoption

DRAM

As leading memory giants ramp up preparations for the next-generation high bandwidth memory (HBM) battle, JEDEC—the standards-setting body for the microelectronics industry—has officially released the JESD270-4 HBM4 standard, a new memory standard designed to meet the surging demands of AI workl...

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