Subject


DRAM


2024-06-03

[News] Heated Competition Driven by the Booming AI Market: A Quick Glance at HBM Giants’ Latest Moves, and What’s Next

DRAM

To capture the booming demand of AI processors, memory heavyweights have been aggressively expanding HBM (High Bandwidth Memory) capacity, as well as striving to improve its yield and competitiveness. The latest development would be Micron's reported new plant in Hiroshima Prefecture, Japan. The ...

2024-05-30

[News] SK Hynix Disclosed Details Regarding HBM4e, Reportedly Integrating Computing and Caching Functionalities

DRAM

As the demand for AI chips keeps booming, memory giants have been aggressive in their HBM roadmaps. SK hynix, with its leading market position in HBM3e, has now revealed more details regarding HBM4e. According to reports by Wccftech and ET News, SK hynix plans to further distinguish itself by introd...

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...

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