Subject


DRAM


2024-05-29

[Insights] Memory Spot Price Update: Price Dropped Further; NAND Demand Momentum Expected to Pick Up in Q3

DRAM

According to TrendForce's latest memory spot price trend report, the weak demand is putting more and more pressure on sellers, causing spot prices of modules and chips continue to record a sharper fall than the week before. Meanwhile, regarding NAND Flash prices, the spot market continued to drop th...

2024-05-29

[News] Rumors Hint at Samsung Losing HBM Edge Due to Talent Shift to SK Hynix; SK Hynix Denies the Claims

DRAM

Samsung's HBM, according to a report from TechNews, has yet to pass certification by GPU giant NVIDIA, causing it to fall behind its competitor SK Hynix. As a result, the head of Samsung's semiconductor division was replaced. Although Samsung denies any issues with their HBM and emphasizes close col...

2024-05-28

[News] Micron Reportedly Set to Build New DRAM Plant in Hiroshima, Japan, Operational Expected by End of 2027

DRAM

According to a report from a Japanese media outlet The Daily Industrial News, it reported that Micron Technology plans to build a new plant in Hiroshima Prefecture, Japan, for the production of DRAM chips, aiming to begin operations as early as the end of 2027. The report estimates the total inve...

2024-05-27

[News] Amid Growing HBM Demand, SK Hynix Chairman Reportedly Considers Production in Japan and the US

DRAM

According to a report by Nikkei News, SK Hynix is considering expanding its investment to Japan and the US to increase HBM production and meet customer demand. Reportedly, the demand for high-bandwidth memory (HBM) is surging thanks to the AI boom. SK Group Chairman and CEO Chey Tae-won stated ...

2024-05-24

[News] Reasons for Samsung’s HBM Chips Failing Nvidia Tests Revealed, Reportedly Due to Heat and Power Consumption Issues

DRAM

Samsung's latest high bandwidth memory (HBM) chips have reportedly failed Nvidia's tests, while the reasons were revealed for the first time. According to the latest report by Reuters, the failure was said to be due to issues with heat and power consumption. Citing sources familiar with the matte...

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