Subject


DRAM


2025-05-21

[Insights] Memory Spot Price Update: DDR4 Sees Larger Hikes Amid Tight Supply; DDR5 Up Incrementally

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, the spot market shows prices of DDR4 products registering larger hikes compared with prices of DDR5 products due to the anticipation of supply tightening in the future. As for NAND flash, buyers have slowed down inquiri...

2025-05-20

[News] Rambus Unveiled Next-Generation Memory Module, Boosting AI PC Performance

DRAM

On May 14, Rambus announced the launch of a complete lineup of next-generation AI PC memory modules, specifically designed for client chipsets. This includes two new power management IC (PMIC) tailored for client-side computing: the PMIC5200 for LPDDR5 CAMM2 (LPCAMM2) memory modules and the PMIC5120...

2025-05-19

[News] Micron’s 12hi HBM3e Could Top 8hi Shipments by August, Backed by Strong CSP Buzz

DRAM

While Samsung races full steam ahead with its 12hi HBM3e validation and HBM4 development, Micron stays under the radar. But according to New Daily, the U.S. memory giant is quietly gaining ground—its 12hi HBM3e yields are rapidly improving, earning rave reviews from major CSPs. Citing Micron’...

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...

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