Subject


DRAM


2024-10-31

[News] Samsung’s Chip Division Sees 40% Profit Drop in Q3 as Sales Hit Record High

DRAM

Amid concerns on its HBM progress and yield issues on advanced nodes, Samsung has released its full Q3 2024 financial results, with the quarterly revenue reaching KRW 79.1 trillion won (approximately $57.35 billion), hitting an all-time high. However, its semiconductor business remains lackluster, a...

2024-10-30

[Insights] Memory Spot Price Update: DDR5 Remains Stable; DDR4 Prices Unlikely to Rebound Anytime Soon

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, price trends for DDR5 and DDR4 in the spot market will diverge, and DDR4 is unlikely to experience a price rebound anytime soon. As for NAND flash, Samsung’s recent notification of EOL (End of Life) for MLC products h...

2024-10-25

[News] Kioxia to Unveil new DRAM, SCM, and NAND Technologies in December

DRAM

Kioxia is set to introduce its progress on DRAM storage-class memory (SCM) and 3D-NAND technologies at the IEEE International Electron Devices Meeting (IEDM) 2024 conference in San Francisco in December, featuring its Oxide-Semiconductor Channel Transistor DRAM (OCTRAM) technology jointly developed...

2024-10-24

[News] SK hynix Q3 Profits Hit Record, AI-Driven HBM to Reach 40% of DRAM Revenue in Q4

DRAM

SK hynix Inc announced today that it recorded 17.5731 trillion won in revenues, 7.03 trillion won in operating profit (with an operating margin of 40%), and 5.7534 trillion won in net profit (with a net margin of 33%) in the third quarter this year. According to the third-quarter financial report...

2024-10-24

[News] SK hynix and Samsung Reportedly Step up Focus on HBM4 and CXL amid Rising Chinese Competition

DRAM

Ahead of SK hynix’s Q3 earnings announcement on October 24th, the market expects it may see a surge in quarterly operating profit driven by HBM, potentially leading the company to outperform Samsung’s semiconductor division. Therefore, there is growing interest in SK hynix’s next move. In o...

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