Subject


DRAM


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 ...

2024-04-16

[News] Intensifying Battle of Technology Among Storage Giants

DRAM

AI and big data are driving a massive demand for memory data, which also imposes higher requirements on memory technologies. Against this backdrop, the technology competition among memory giants is heating up. In terms of NAND Flash, major companies are focusing on breakthroughs in the number of ...

2024-04-15

[News] Memory Giants Reportedly Increasing Prices, But Is the Market Outlook Truly Positive?

DRAM

Recently, major memory manufacturers such as Micron, Samsung, and Western Digital have all announced price hikes. Industry sources indicate that since 1Q24, memory manufacturers stay steadfastly in controlling supply and raising prices. Coupled with the impact of the recent earthquake in Taiwan, the...

2024-04-12

[News] Micron Expects 4-6% Quarterly DRAM Supply Impact Post Taiwan Earthquake

DRAM

Memory manufacturer Micron Technology stated on April 11 that the earthquake in Taiwan on April 3 has impacted its DRAM supply, estimated to be between 4-6% (mid-single digit percentage). Micron emphasized in an 8-K filing with the U.S. Securities and Exchange Commission (SEC) that the earthquak...

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