Subject


DRAM


2024-04-03

[Insights] The Spot Price of DRAM Continues to Decline, Weak Trading Volume for NAND Flash

DRAM

DRAM Spot Market: The current decline in spot prices is also one of the reasons for TrendForce’s relatively conservative forecast. Spot prices have been falling for several weeks. Apart from weak channel demand, TrendForce has also observed that memory module manufacturers are experiencing a co...

2024-03-28

[News] Memory Manufacturers Vie for HBM3e Market

DRAM

Recently, South Korean media Alphabiz reported that Samsung may exclusively supply 12-layer HBM3e to NVIDIA. The report indicates NVIDIA is set to commence large-scale purchases of Samsung Electronics' 12-layer HBM3e as early as September, who will exclusively provide the 12-layer HBM3e to NVIDIA...

2024-03-27

[Insights] DRAM and NAND Flash Spot Prices Drop as Demand Weakens

DRAM

DRAM Spot Market: DRAM spot prices continue to fall as channel demand has been tepid. Furthermore, the decline has become sharper recently for both DDR4 and DDR5 products. At the same time, spot traders who previously accumulated stockpiles are now eager to sell because the overall demand outlook...

2024-03-20

[Insights] Memory Spot Prices: NAND Flash Prices Edge Over DRAM Momentum

DRAM

DRAM Spot Market: The spot market has not changed noticeably from the previous week and still lacks significant demand momentum. Therefore, spot prices of DDR4 and DDR5 chips have maintained a mostly flat to slightly downward trend. Module houses also hold a conservative demand outlook, so they h...

2024-03-15

[News] Samsung NAND Flash Prices Reportedly Set to Increase by 20%

DRAM

According to a report by the South Korean news outlet The Chosun Daily, Samsung Electronics' memory business has managed to endure the market downturn from last year. Recently, its strategy of reducing production has finally paid off, driving up chip prices. Reports suggest that in the first quar...

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