Subject


DRAM


2024-11-20

[Insights] Memory Spot Price Update: DDR4/ DDR5 Price Decline Has Begun to Moderate despite Weak Demand

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, price decline for both DDR4 and DDR5 products has begun to moderate, as sellers realize that further price reductions are unlikely to spur procurement activities. As for NAND flash, the price reduction of eMMC has gradu...

2024-11-20

[News] Tesla Rumored to Seek HBM4 Samples from Samsung and SK hynix for Dojo Supercomputer

DRAM

The flames of war continues to spread, as the HBM battle seems to extend to the next-gen products. According to the Korean Economic Daily, Samsung and SK hynix are reportedly developing HBM4 samples for Tesla, as the EV giant joins other U.S. tech giants in the race to develop its own AI chips. T...

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...

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