Subject


DRAM


2024-04-25

[News] HBM Boosts SK Hynix’s Q1 Revenue to Record High, 734% Jump in Operating Profit QoQ

DRAM

SK hynix announced today that it recorded 12.43 trillion won in revenues, 2.886 trillion won in operating profit (with an operating margin of 23%), and 1.917 trillion won in net profit (with a net margin of 15%) in the first quarter. With revenues marking an all-time high for a first quarter and ...

2024-04-25

[News] Aiming at AI Opportunities SK Hynix to Build New Plant for HBM Capacity Expansion

DRAM

SK Hynix announced on April 24th that it plans to expand production capacity of the next-generation DRAM including HBM, a core component of the AI infrastructure, in response to the rapidly increasing demand for AI semiconductors. As the board of directors approves the plan, SK Hynix will build t...

2024-04-24

[Insights] Spot Market Update: Shrinking Transaction Volume of DRAM; Negotiation Space Emerges in NAND Flash

DRAM

According to the latest memory spot price trends released by TrendForce, overall DRAM spot market demand has not further heated up, and transaction volume has further shrunk. NAND Flash, affected by pessimistic demand, is experiencing a lack of enthusiasm in market price inquiry transactions. For mo...

2024-04-24

[News] Amid Foundry Overcapacity, Competition for HBM Intensifies Rapidly

DRAM

As AI semiconductor competition intensifies, the wafer foundry industry faces new challenges due to stagnant demand and excess capacity. The battle for dominance in the high-bandwidth memory (HBM) market is also escalating. According to Business Korea, Samsung has extended the operation time of i...

2024-04-17

[Insights] DRAM Spot Prices Expected to Decline Post-Manufacturer Quoting Resumption

DRAM

TrendForce releases the latest trends in memory spot prices. Due to sellers halting quotations, DDR3, DDR4, and DDR5 have all seen price increases. It is expected that prices will decline once quotations are fully resumed. On the other hand, with no strong signs of recovery in end-market demand for ...

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