Subject


DRAM


2024-11-18

[News] SK hynix Sees U.S. Revenue Reach 64%, as China’s Contribution Fading

DRAM

Unlike semiconductor equipment makers such as ASML, which are highly exposed to the fluctuation in China, SK hynix’s outlook seems to be promising thanks to the strong HBM demand from U.S. According to its quarterly report released on November 15th, cited by Korean media outlet newdaily, with the ...

2024-11-13

[Insights] Memory Spot Price Update: DRAM Prices Fall across the Board with DDR4 Suffering Larger Drops

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, the spot market is still seeing an across-the-board price decline for both DDR4 and DDR5, while DDR4 products are noticeably suffering larger drops. As for NAND flash, the declination of spot prices remains unchanged. D...

2024-11-13

[News] Samsung to Expand HBM Packaging Facilities South of Seoul, Targeting Completion by 2027

DRAM

Though previous rumors suggested that there might be a downward revision of its HBM capacity target due to delayed progress on 12-Hi HBM3e, Samsung’s officials have stated that it will enhance its semiconductor packaging facilities in South Chungcheong Province to increase the production of HBM, a...

2024-11-12

[News] Samsung Reportedly Starts Developing Custom HBM4 for Big CSPs, Eyeing Mass Production by 2025

DRAM

As Samsung has implied earlier that it plans to collaborate with TSMC on HBM4, the memory giant seems to take a key step forward. A report by South Korean media outlet Maeli Business Newspaper discloses that the memory giant has already begun developing "Custom HBM4," a next-gen high-bandwidth memor...

2024-11-06

[Insights] Memory Spot Price Update: NAND Price Declines Linked to Potential Supplier Wafer Expansion

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, the decline in DDR5’s spot prices has been relatively modest, while DDR4 and DDR3 products experience more significant pressure. As for NAND flash, spot prices could continue to fall also due to the possible expansion...

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