According to TrendForce's latest memory spot price trend report, regarding DRAM, while DDR4 and DDR5 spot prices have been climbing due to sellers holding back, quotes for DRAM chips have already surpassed module quotes, signaling a likely short-term surge in module prices. Meanwhile, in NAND, 512Gb...

After solidifying its leadership in HBM, SK hynix is teaming up with SanDisk to develop High-Bandwidth NAND Flash (HBF), which enhances HBM with NAND for AI inference workloads. At the same time, the company is reportedly exploring a broader memory spectrum: High-Bandwidth Storage (HBS). As ETnews r...

While Micron has already sold out its 2026 HBM supply, the company appears to be taking a cautious approach to capacity expansion. According to syracuse.com and Spectrum News 1, the opening of its first two chip fabs in Clay, New York, will be delayed by two to three years, meaning neither facility ...

As Samsung pushes forward with its HBM4 timeline, it’s also making strides in next-gen DRAM. CES and Samsung’s press release show that its LPDDR6 has been named a 2026 Innovation Award Honoree in the Mobile Devices, Accessories & Apps category. The newly revealed specs, notably, point to a 1...

As the memory supercycle shows no signs of slowing, pricing has moved from quarterly cycles to rapid, monthly—and even daily—adjustments. Yicai Global, citing traders in Shenzhen’s Huaqiangbei, China’s largest electronics hub, reports that the surge is so fast it’s like “a new price ever...