Subject


DRAM


2025-04-18

[News] Chip Tariffs Loom: Samsung, SK hynix Brace as China Reportedly Makes Up 40%, 30% of NAND Output

DRAM

As the U.S. gears up to announce new tariffs on semiconductor products, anxiety is mounting among South Korean memory firms like Samsung and SK hynix. According to Sisa Journal and Asia Business Daily, both manufacture key memory semiconductors—including NAND and DRAM—in China, with their NAND p...

2025-04-17

[News] Samsung Reportedly Achieves Stable 40%+ Test Yield for 4nm Logic Die, Accelerating HBM4 12-High Development

DRAM

Despite ongoing uncertainty surrounding Trump’s proposed tariffs, leading memory manufacturers are moving forward with HBM development. According to Chosun Biz, industry sources on the 16th indicate that Samsung’s 4nm logic dies have achieved a test production yield exceeding 40%. As these logic...

2025-04-16

[Insights] Memory Spot Price Update: DRAM Market Cautious, Though 90-Day Tariff Pause Boosts Confidence

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, the market sentiment turned cautious and wait-and-see following the U.S. government's tariffs on certain imports, though Trump's 90-day suspension of the tariffs later helped restore some confidence. As for NAND flash, ...

2025-04-16

[News] Novel Memory “DRAM+”May Emerge as Germany Restarts Memory Chip Production

DRAM

Recently, German semiconductor company Neumonda announced a strategic partnership with Ferroelectric Memory Company (FMC) to establish a new production line for non-volatile memory chips (FeRAM) in Dresden, Germany. At the core of this collaboration is FMC’s innovative “DRAM+” technology. I...

2025-04-14

[News] China’s New Chip Origin Rules Could Benefit Qualcomm, AMD, while Intel and TI May Feel the Heat

DRAM

With China Semiconductor Industry Association now saying chip origin should be based on where wafers are made, another major shakeup on semiconductors may be coming. Reuters and Tom’s Hardware report that U.S. chipmakers like Qualcomm and AMD, which outsource production to TSMC, could dodge China...

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