Subject


DRAM


2024-10-23

[Insights] Memory Spot Price Update: NAND Price Cuts Could Deepen as China’s Double 11 Nears

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, spot prices for DDR5 products have finally stabilized this week as contract prices have room for further hikes. As for NAND flash, the story seems to be different as the wave of price slashes is only going to become eve...

2024-10-22

[News] Hundreds of Samsung Engineers Reportedly Flock to Etching Positions at SK hynix

DRAM

While Samsung is struggling to catch up with SK hynix on its HBM3e progress, it would also be one of the company’s top priorities to retain talent. According to the report by Korean media outlet The Elec, around 200 Samsung employees have been flocking to apply for three job openings posted by SK ...

2024-10-18

[News] SK Hynix Scales Back CIS Operations, Shifts Focus to HBM

DRAM

According to a report by ZDNET Korea, SK Hynix has scaled back its less profitable CMOS image sensor (CIS) and foundry businesses while reinforcing a strategy that focuses on high-margin high-bandwidth memory (HBM) and AI memory. Citing industry sources, ZDNET Korea noted that SK Hynix has reduce...

2024-10-18

[News] Global Chip Market Signals a New Shift!

DRAM

The global semiconductor market is nearing the end of its inventory cycle. With the rise of AI-related applications, new energy vehicles, 5G, high-performance computing, and other emerging sectors, industry experts estimate that the global semiconductor industry could reach a valuation of $1 trillio...

2024-10-18

[News] Samsung Reportedly Mulls 1a DRAM Redesign amid HBM3e Verification Delays

DRAM

At its previous earnings call in July, Samsung has announced the ambitious goal that its HBM sales would increase three to five times in 2H24. However, as it is still struggling to pass the verification of 12-Hi HBM3e products, the company’s prospects for returning to glory in the near term seems ...

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