Subject


DRAM


2026-05-22

[News] PSMC Joins Intel, SAIMEMORY to Demo 9-Layer Via-in-One Architecture for High Bandwidth 3D Memory

DRAM

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...

2026-05-21

[News] DDR4 Shortage Reportedly Limits Nanya Tech’s DDR5 Shift; GM Says DRAM Margins Across Segments Top HBM

DRAM

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...

2026-05-20

[Insights] Memory Spot Price Update: DDR5 Spots Strengthen on Branded Demand and Higher Bids, DDR4 Weakens

DRAM

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...

2026-05-20

[News] ADATA Sees Samsung Strike Boosting Memory Prices; China Expansion Impact Seen No Earlier Than 2028

DRAM

With Samsung Electronics set to begin its strike on May 21, the industry is closely monitoring potential impacts on global memory supply and pricing trends. ADATA Technology noted, citing TechNews, that while the strike may have limited direct impact on Samsung’s full-year output, it has already f...

2026-05-18

[News] Memory 1Q26 Price Surge: Samsung Flags 146% ASP Jump, SK hynix Sees Mid-60% DRAM Gains

DRAM

As Samsung Electronics and SK hynix reported strong revenue and profit growth in Q1 2026 amid surging memory prices, both companies highlighted notable pricing trends for the period. According to Samsung’s full earnings report released on May 15, average memory selling prices—including DRAM and ...

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