Subject


DRAM


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...

2024-09-18

[News] Samsung to Reportedly Begin DS Division Restructuring by Year-end, Aiming to Break down Silos

DRAM

Regarding the continuous struggle of its foundry business, Samsung has reportedly decided to make another move, as its semiconductor division (DS) plans to undertake a major organizational restructuring within the year, according to a report by Chosun Biz. Through the restructuring, DS Division P...

2024-09-17

[News] More than 30 Projects, Overview of China’s Semiconductor Industry Project Progress in 2024

DRAM

In 2024, the semiconductor industry has gradually emerged from its downturn and entered a phase of gradual recovery. Observing the market situation, as downstream demand increases, a number of domestic semiconductor industry projects are accelerating. Recently, more than 30 semiconductor-rela...

2024-09-13

[News] U.S. Urges South Korea to Tighten Chip Export Controls to China

DRAM

In recent years, the U.S., Japan and the Netherlands, have increasingly expanding restrictions on China in semiconductor technology. South Korea, on the other hand, has been cautiously responding to U.S. demands due to its significant dependence on the Chinese market. Yet, according to a report b...

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