News
While SanDisk is speeding up the development of High Bandwidth Flash (HBF), a next-generation architecture that vertically stacks NAND, the company is also advancing additional memory concepts aimed at addressing structural capacity constraints. According to a U.S. patent (US 12,430,274 B2) filed...
News
As Micron prepares to report its fiscal third-quarter results on June 24, investor attention is turning to whether its strong earnings and elevated margins can be sustained, and how long the ongoing memory rally can support its growth story in DRAM and HBM. Here are four key areas to watch in the up...
News
As Kioxia briefly saw its market capitalization exceed ¥50 trillion on June 16—becoming only the second Japanese firm to reach that level—focus has turned to whether the NAND upcycle can sustain its momentum. Notably, Global Economic News, citing Nikkei, reports that the company is taking a mor...
Insights
According to TrendForce’s latest memory spot price trend report, in terms of DRAM, mainstream DDR4 chips largely traded sideways, while DDR3 spot prices continued to rise, partly supported by tight DDR4 availability and higher costs, which have prompted some consumer DRAM buyers to downgrade speci...
News
While China’s rare earth export controls continue to draw market attention, another key semiconductor material is also seeing sharp price swings. According to chinastarmarket.cn, citing China’s General Administration of Customs, tungsten hexafluoride (WF₆) hit $149.79 per kilogram in April 202...