Subject


DRAM


2026-05-15

[News] Samsung Reportedly Begins Preemptive Strike Measures on May 14, Shifts Product Mix Toward HBM

DRAM

With Samsung’s major strike scheduled to begin on May 21, the memory giant has already moved to implement pre-emptive measures to limit potential losses. According to The Financial News and Newspim, the company is curbing the intake of new wafers into production lines while reshaping its product m...

2026-05-15

[News] Samsung Reportedly Develops Mobile HBM Packaging With Copper Pillars, Bandwidth Up 15%–30%

DRAM

Samsung Electronics is reportedly developing a next-generation HBM packaging technology aimed at bringing high-performance on-device AI to mobile devices. According to ETNews, sources say the company is working on a “Multi Stacked FOWLP” technology that combines ultra-high-aspect-ratio copper pi...

2026-05-14

[News] SK hynix CEO Reportedly to Meet Bill Gates, Deepening AI Memory Ties Amid Microsoft ASIC Push

DRAM

Microsoft is continuing to deepen its custom chip push, with SK hynix expected to play an increasingly important role in the effort. According to The Korea Herald, sources say SK hynix CEO Kwak Noh-Jung is set to meet Microsoft co-founder Bill Gates and CEO Satya Nadella this week at the closed-door...

2026-05-13

[Insights] Memory Spot Price Update: DRAM Spot Market Strengthens Post-Holiday as DDR4 Leads Demand

DRAM

According to TrendForce’s latest memory spot price trend report, in terms of DRAM, overall trading conditions improve following holidays in certain regions, with demand concentrated on DRAM suppliers’ DDR4 512x16 and 1Gx16 chips. In the NAND flash segment, the spot market carries on from last we...

2026-05-12

[News] China Memory Module Maker POWEV Advances DDR5 Push as 64GB RDIMM Reportedly Enters Volume Production

DRAM

As the market focuses on China’s push into HBM and next-gen NAND, another domestic memory player is quietly advancing in DDR5 amid the AI-driven demand surge. According to IT Home and Security Times, module maker POWEV said its 64GB 5600MT/s DDR5 Registered DIMM (RDIMM) server module, launched ear...

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