Subject


DRAM


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...

2025-02-27

[News] Nanya Technology Predicts 1H 2025 DRAM Rebound, Cites Chinese Oversupply as Main Cause of Prolonged Downturn

DRAM

According to Economic Daily News, the DRAM market is expected to rebound in the first half of 2025, as noted by Pei-Ing Lee, President of DRAM manufacturer Nanya Technology. Lee stated on the 26th that demand is gradually recovering in key application markets, including AI PCs, AI smartphones, and c...

2025-02-27

[News] SK hynix Fast-Tracks HBM4 Development, Reportedly Hits 70% Yield in 12-Layer Testing

DRAM

While HBM4 has become the next battleground for memory giants, SK hynix has hit a key milestone, as it has reportedly achieved a 70% yield in 12-layer HBM4 testing ahead of mass production, according to South Korean media outlet etnews. Citing an insider familiar with the situation, the report in...

2025-02-26

[Insights] Memory Spot Price Update: SK hynix Props up DDR5 Prices while DDR4 Momentum Hits Brakes

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, only SK hynix's products have seen price increases, while other DDR5 chips and modules have mostly stabilized. Meanwhile, DDR4 spot prices have stalled this week. As for NAND flash, the NAND wafer spot market started to...

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