News
As AI workloads continue to scale, growing demand for memory capacity and bandwidth is pushing current GPU-HBM architectures toward their limits. According to ZDNet, a researcher at a major Korean memory manufacturer said memory and packaging companies are discussing a new approach that places GPUs...
News
Two months after its March earnings call, Micron is turning more upbeat on its outlook, while providing additional details on its custom HBM development progress. At the J.P. Morgan 54th Annual Global Technology, Media and Communications Conference, Micron's Global Operations EVP Manish Bhatia, via ...
News
As Intel's collaboration with SoftBank subsidiary SAIMEMORY on Z-Angle Memory (ZAM) continues to draw intense industry attention, new details are emerging ahead of the VLSI Symposium 2026 scheduled for June. According to a pre-release summary leaked from the VLSI official session listing, Taiwan...
News
As global memory giants led by Samsung phase out DDR4 production, Taiwanese DRAM maker Nanya Technology is emerging as a key beneficiary of the resulting supply squeeze. According to Yahoo! Finance, General Manager Lee Pei-ying said that due to a significant supply gap in DDR4 and LPDDR4, many custo...
Insights
According to TrendForce’s latest memory spot price trend report, in terms of DRAM, DDR5 spot market remained active, with notable inquiries for branded chips, while DDR4 activity stayed subdued. In the NAND flash segment, higher-than-expected 2Q26 contract settlements have provided support to spot...