Subject


DRAM


2024-08-28

[Insights] Memory Spot Price Update: South Korean Supplier Increased DDR5 Supply, Generating Downward Price Pressure for DRAM

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM spot prices, improvements are unlikely in the near term as reballed chip supply remains plentiful and DDR5 price pressure emerges. As for NAND flash, several suppliers have also lowered their official prices amidst ongoi...

2024-08-28

[News] Micron to Acquire AUO Plants in Taiwan for HBM Expansion, Deal to Close by Year-End

DRAM

Following TSMC's recent acquisition of Innolux's Tainan plant for NTD 17 billion, another Taiwanese panel maker, AUO, announced on August 27 that it will sell three idled manufacturing facilities in Tainan, Southern Taiwan as well, as memory giant Micron emerged as the buyer. Part of buildi...

2024-08-28

[News] SK hynix Reportedly to Tape-out HBM4 in October, Paving the Way for NVIDIA’s Rubin

DRAM

In mid-August, Samsung is said to be accelerating its progress on next-gen HBM, targeting to tape-out HBM4 by the end of this year. Now it seems SK hynix has maintained its competitive edge, as the company aims to tape out HBM4 in October, which will be used to power NVIDIA's Rubin AI chips, accordi...

2024-08-26

[News] “Black Myth: Wukong” Sparks Trend, Boosts Demand for Memory and Graphics Cards

DRAM

China's debut AAA game, Black Myth: Wukong, has achieved remarkable success just four days post-launch. The game has sold over 10 million copies on Steam alone, with peak simultaneous online players reaching 3 million. Priced around NT$1,280 per copy, its total sales revenue has hit NT$12.8 billion ...

2024-08-26

[News] Kioxia Filed for Listing, Reportedly Marking Japan’s Largest IPO of the Year

DRAM

According to a report by the Nikkei, Japanese chip manufacturer Kioxia has submitted its initial public offering (IPO) application to the Tokyo Stock Exchange, triggering a long-awaited move as the development of artificial intelligence (AI) drives a surge in semiconductor demand. The company aims ...

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