Subject


DRAM


2025-03-18

[News] Samsung Reportedly Scores High in Review, with NVIDIA’s HBM3E Qualification Likely by Early June

DRAM

While Samsung continues to struggle with its foundry business, it finally has some good news in the memory sector. According to South Korean media outlet Alpha Economy, Samsung is likely to secure qualification from NVIDIA between late May and early June. A source told Alpha Economy that Samsung'...

2025-03-14

[News] Samsung Reportedly Teams Up with Apple for Next-Gen LPW DRAM, Eyes 2028 Mass Production

DRAM

As Samsung advances HBM3E validation with key clients like NVIDIA, it is also targeting the next-gen mobile DRAM market. According to The Bell, the company is developing Low Power Wide I/O (LPW) DRAM with multiple partners, including Apple, to meet the growing demand for on-device AI. The Bell in...

2025-03-13

[News] Samsung & SK Hynix Post Strong 2024 Sales in China, Driven by China’s “Old-for-New” Policy

DRAM

According to a report from Commercial Times, citing Yonhap News, China’s “Old-for-New” Policy, which promotes consumer trade-ins for new products, helped drive significant growth for South Korean semiconductor companies, Samsung Electronics and SK Hynix, in the Chinese market in 2024. Meanw...

2025-03-13

[News] NVIDIA Reportedly Visits Samsung for Final HBM3E Quality Testing as Delivery Deadline Nears

DRAM

According to a report from the Korean media outlet The Financial News, citing industry sources, NVIDIA made another visit to Samsung Electronics' Cheonan packaging plant earlier this week, roughly a month after its previous inspection. The report suggests that this visit indicates the final quality ...

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...

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