Subject


DRAM


2025-03-12

[Insights] Memory Spot Price Update: NAND Wafer Prices Keep Climbing, with More Hikes Ahead

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, the spot market continues to see an increase in trading activities, mirroring the contract market with strong demand for SK hynix’s DDR5 products. As for NAND flash, the wafer spot market carries on with its price hik...

2025-03-11

[News] Micron Pioneers 1γ DDR5 Samples with Reduced EUV Use, But Future Risks Loom

DRAM

In late February, Micron announced in a press release that it had delivered 1γ (gamma) DDR5 samples to customers like Intel and AMD, becoming the first in the memory sector to do so. Notably, according to Chosun Biz, Micron applied EUV equipment to only one layer in the sample. The report sugges...

2025-03-05

[News] Over $6.67 Billion Wafer Plant Breaks Ground as HBM Market Heats Up

DRAM

Recently, SK Hynix announced the full-scale commencement of construction on the first wafer plant within its Yongin Semiconductor Cluster, with completion expected in May 2027. In July 2024, the SK Hynix board of directors approved an investment of approximately 9.4 trillion KRW (about $6.67 bill...

2025-03-05

[News] SK hynix U.S. Revenue More Than Doubles Amid Surging HBM Demand

DRAM

According to reports from The Chosun Daily and The Korea Herald, SK hynix's revenue in the U.S. market surged 2.6 times in 2024, fueled by the rising demand for AI memory chips from major U.S. tech companies. In a corporate filing on Tuesday, SK hynix announced that its U.S. sales subsidiary, SK...

2025-02-28

[News] Korean HBM Giants Cutting Chinese EDA Risks Higher Costs, Supply Chain Disruptions

DRAM

As indicated by Korean Economic Daily, South Korean memory giant SK hynix, amid potential U.S. restrictions, is conducting an urgent review of Chinese EDA software, a move Samsung may likely follow suit. However, industry experts cited by ijiwei warn that as U.S. EDA costs twice as much as Chines...

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