Subject


DRAM


2025-11-19

[Insights] Memory Spot Price Update: DDR5 Prices Up 307% Since September as Module Costs Poised to Surge

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, from the start of September to the present, the spot price of DDR4 1Gx8 chips has experienced sequential increases reaching 158%, while the spot price of DDR5 2Gx8 chips has experienced sequential increases reaching 307...

2025-11-19

[News] Memory Crunch Hits Smartphones: Xiaomi Flags 2026 Price Hikes, Samsung Under Memory, AP Pressure

DRAM

Xiaomi President Lu Weibing told analysts on November 18 that the company has secured full-year memory supply for 2026, but warned that shortages could push smartphone prices higher, with product costs reflecting the rise in components, according to ijiwei. Meanwhile, Maeil Business Newspaper report...

2025-11-19

[News] Samsung Reportedly Plans 200K 1c DRAM Wafers/Month by 2026, About One-Third of Its Total Output

DRAM

The next-generation memory race is intensifying, and Samsung is stepping up its push to regain the lead in the DRAM market. According to ETNews, citing sources, the company aims to expand its 1c DRAM production capacity to 200,000 wafers per month by the end of 2026. In specific, the report adds ...

2025-11-18

[News] Memory Crunch Hits China: Xiaomi, Huawei Reportedly Tap Domestic Suppliers

DRAM

Amid a reported DRAM shortage and price hikes for DDR4 and DDR5, China’s smartphone market is feeling the squeeze. According to 36Kr, one major domestic brand recently had 30–40% of its requested memory volumes slashed after submitting its demand forecast. So how is this playing out across China...

2025-11-17

[News] Memory Crunch Ripples Across Chip Supply Chain: SMIC, NVIDIA, Device Makers Feel the Hit

DRAM

As the global AI data-center race drains memory supply, major chipmakers are moving fast — and the shockwaves are spreading. Notably, Reuters reported last Friday that Samsung has quietly raised prices on select memory chips by as much as 60% from September. But the scope of this memory supercycle...

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