Subject


DRAM


2024-09-25

[News] South Korea Said to Heavily Rely on China for Critical Semiconductor Materials such as Silicon

DRAM

While South Korean memory giants Samsung Electronics and SK hynix saw their sales in China double in the first half of this year, the country as a whole seems to heavily rely on China for essential semiconductor raw materials as well, with silicon, germanium, gallium and indium seeing the largest in...

2024-09-25

[Insights] Memory Spot Price Update: NAND Contract Prices for Q3 Shows Signs of Loosening, Likely to Persist until Q4

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, reball DDR4 and DDR5 chips stripped from modules continue to flow into the spot market, adversely affecting the market outlook. As for NAND flash, contract prices for 3Q24 have exhibited signs of loosening. Some module ...

2024-09-23

[News] Samsung’s Memory and Smartphone Divisions Reportedly Eye Collaboration with TSMC and MediaTek

DRAM

Taiwan’s Commercial Times, citing industry sources, reports that Samsung’s memory and smartphone divisions are considering outsourcing orders to Taiwanese firms, including TSMC and MediaTek. Competition in the global semiconductor industry remains fierce. In the foundry sector, TrendForce dat...

2024-09-20

[News] NAND Flash: Embracing a New Development Phase

DRAM

In 2024, the storage market is experiencing dynamic changes, with many positive developments, including rising contract prices, significant revenue growth for manufacturers, and multiple breakthroughs in technology. Amid this, major storage companies are gearing up for new challenges, especially as ...

2024-09-19

[News] Morgan Stanley Predicts ‘DRAM Winter,’ But TrendForce Remains Less Pessimistic

DRAM

According to a recent report from BusinessKorea, Morgan Stanley published its "Winter Looms" analysis, following last month’s "Prepare for the Peak," which warned of an AI bubble. The report continues to take a bearish view on Korean memory chipmakers, citing weak demand for general DRAM and an ov...

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