News
While the rapid expansion of major Chinese memory players has drawn growing market attention, Reuters reports that more than half of the equipment used in one of the new fabs may have been sourced from domestic suppliers, including key systems for vertical chip-layer stacking. If confirmed, this cou...
Insights
According to TrendForce’s latest memory spot price trend report, in the DRAM segment, most spot sellers held firm on quoted prices ahead of mid-April official pricing announcements. However, weak end-demand and cautious purchasing behavior kept overall trading activity subdued. As a result, the av...
News
While Nanya Technology drew market attention with a $2.5 billion private placement backed by SanDisk, Kioxia, and Solidigm, the Taiwanese DRAM maker also posted strong results on April 13. Notably, Next Apple, citing General Manager Lee Pei-ying, reports that DRAM prices in the second quarter are ex...
News
As memory prices are expected to continue rising in the second quarter amid tight supply, both DRAM and NAND players remain cautious on when the bottleneck will ease. Central News Agency and Anue, citing Wallace C. Kou, president of NAND flash controller chipmaker Silicon Motion, report that the mem...
News
Amid recent price corrections in China’s retail DDR5 market that have raised concerns over a potential cooling in the memory cycle, Taiwan-based module maker Transcend pushed back against the narrative. According to Liberty Times, citing Chairman Peter Shu, the company’s actual transactions with...