Subject


DRAM


2025-10-30

[News] Samsung 3Q Profit Hits 3-Year High on Memory, Foundry; Tesla AI5 Reportedly Set for 2nm at Taylor

DRAM

Riding the wave of the memory supercycle, Samsung joined SK hynix in posting stellar third-quarter results. Following SK hynix’s record-breaking profit, Samsung reported a 32% year-on-year surge in operating profit in the third quarter — its strongest performance in over three years, according t...

2025-10-29

[News] CXMT Confirms LPDDR5X Mass Production Began in May, High-speed Variant Under Customer Trials

DRAM

As China races to catch up with South Korea’s memory leaders in cutting-edge products such as DDR5 and HBM3e, domestic DRAM champion CXMT unveiled the latest updates on its LPDDR5X lineup on October 28. The company reported that its 8533Mbps and 9600Mbps products entered mass production in May, wh...

2025-10-29

[News] SK hynix Posts Record 3Q Profit: Three Highlights Spotlight HBM4, Soaring CAPEX, and 2026 Outlook

DRAM

While Samsung is on track to post its best Q3 profit in three years on the back of AI-driven chip price gains, SK hynix also sent strong signals. On the 29th, the company reported a consolidated operating profit of KRW 11.38 trillion for 3Q25—up 62% YoY with a 47% margin—marking the first time i...

2025-10-27

[News] Memory Makers Reportedly Halt Quotes on Select DRAM, NAND Products as China Faces “Daily Pricing”

DRAM

With South Korean DRAM giants reportedly hiking prices by up to 30% recently, China's memory market is feeling intense pressure. According to Commercial Times, citing Calian Press, some manufacturers have even halted quotations for certain DRAM and NAND flash products, and when prices are quoted, th...

2025-10-23

[News] Samsung, SK hynix Reportedly Lift Memory Prices Up to 30%; Long-Term Supply Deals in Play

DRAM

The memory supercycle appears unstoppable, and memory giants are already responding by hiking prices. According to the Korean Economic Daily, Samsung and SK hynix have raised DRAM and NAND flash prices by up to 30% for Q4, passing the new rates on to customers. Notably, analysts cited in the repo...

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