Subject


DRAM


2024-07-03

[Insights] Memory Spot Price Update: DRAM Spot Price Finally Rises as Supply Tightens

DRAM

According to TrendForce's latest memory spot price trend report, the spot price of DRAM has finally seen a slight raise as supply for DDR4 and DDR5 tightens. Samsung has allocated more of its 1alpha nm production capacity to the manufacturing of HBM products, which leads to DDR5’s price increase. ...

2024-07-03

[News] HBM and Advanced Packaging Expected to Benefit Silicon Wafer

DRAM

As artificial intelligence (AI) technology enjoys rapid advances, the demand for AI chips is skyrocketing, driving continuous improvements in advanced packaging and HBM (High Bandwidth Memory) technology, which is expected to benefit the silicon wafer industry. Recently, Doris Hsu, the Chairperso...

2024-07-01

[News] Micron Targets 2026-2029 for its U.S. Fabs to Commence Operation

DRAM

After Micron’s announcement of constructing two new fabs in the U.S. in 2022, the memory giant has now provided more details regarding their production timeline. According to the information the company disclosed in its Q3 FY24 financial report and its conference call, the fabs in Idaho and New Yo...

2024-06-27

[News] Samsung Reportedly to Raise Memory Price by 15-20% in Q3, Boosting Second Half Performance

DRAM

According to a report from South Korean media Maeil Business Newspaper, Samsung Electronics plans to raise prices for server DRAM and enterprise NAND flash by 15% to 20% in the third quarter due to surging demand for artificial intelligence (AI). This move is expected to improve the company's perfor...

2024-06-27

[News] Memory Giant Micron’s 3Q24 Earnings Report Released, Outlook Slightly Better Than Expected

DRAM

On June 26, American memory manufacturer Micron announced its financial results for the third quarter of the 2024 fiscal year (ending May 30, 2024) after the market closed: revenue increased by 82% year-over-year (17% quarter-over-quarter) to $6.811 billion; Non-GAAP diluted earnings per share (EPS)...

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