Subject


DRAM


2025-03-21

[News] Samsung Reportedly Gears Up for HBM3E 8H Supply to Broadcom

DRAM

With NVIDIA CEO Jensen Huang optimistic about Samsung’s HBM3E for Blackwell Ultra, the Korean memory giant appears to be making strides with other big techs as well. According to Sedaily, Samsung is likely to supply its 8-layer HBM3E to Broadcom soon. Sources cited by the report say Samsung rec...

2025-03-21

[News] Micron Projects Record Revenue This Quarter, with HBM3E 12H Designed into NVIDIA’s GB300

DRAM

Fueled by strong AI demand, U.S. memory giant Micron expects a solid strong third quarter for fiscal 2025, projecting a 9% quarter-over-quarter revenue increase to $8.8 billion, according to its press release. Meanwhile, profit is projected at $1.57 per share, above the expected $1.48, as per Bloomb...

2025-03-20

[News] NVIDIA’s Jensen Huang: Samsung’s HBM3E Likely to Power Blackwell Ultra

DRAM

As NVIDIA rolls out its next-gen GB300 AI chip, memory giants are racing to secure HBM3E supply deals. While SK hynix has reportedly secured a 12H HBM3E contract for the chip, NVIDIA CEO Jensen Huang expressed optimism that Samsung’s HBM3E could be used in Blackwell Ultra, according to Yonhap news...

2025-03-19

[Insights] Memory Spot Price Update: DDR4 & DDR3 Prices Rise Amid Strong DDR5 Rebound Led by SK hynix

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, DDR4 and DDR3 demand remains relatively weak, but their spot prices are rising alongside DDR5's rebound. As for NAND flash, prices have stabilized, but the spot market sees the increase as driven by production cuts rath...

2025-03-19

[News] SK hynix Delivers World’s First 12-Layer HBM4 Samples, Gearing up for Mass Production in 2H25

DRAM

With SK hynix reportedly securing exclusive 12H HBM3E supply to NVIDIA’s GB300 AI chip, the South Korean memory giant has now come up with more good news. According to its press release, the company has shipped the world’s first 12-layer HBM4 samples to major customers. Leveraging its HBM exp...

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