Subject


NAND Flash


2025-10-15

[Insights] Memory Spot Price Update: DRAM Module Sellers Mostly Halt Quotes as Mainstream DDR4 Soars 7%

NAND Flash

According to TrendForce's latest memory spot price trend report, regarding DRAM, module sellers have mostly halted quote offerings for now, with DDR4 supply scarcity being the most pronounced. The spot market overall shows a widespread reluctance to sell. Meanwhile, in NAND, prices continue to climb...

2025-10-13

[News] ADATA Reportedly Refutes DDR4 Comeback Rumors as Memory Shortage Fuels Two-Year Boom

NAND Flash

Amid mounting speculation of a coming memory supercycle driven by tight supply, ADATA Chairman Simon Chen said on October 13 that the market has become “so strong it’s almost a headache,” TechNews and Liberty Times report. Notably, he also refuted rumors that the top memory makers plan to resu...

2025-10-08

[News] Korea, U.S. DRAM Giants Reportedly Halt Pricing for a Week, Memory Module Makers Follow

NAND Flash

The DRAM price surge shows no sign of cooling off. According to the Commercial Times, Korean and U.S. chipmakers have suspended new enterprise quotes for a week, hinting at an even steeper climb ahead as supply remains constrained. Citing supply chain sources, the report notes that DDR4 contract pri...

2025-10-02

[News] SK hynix Reportedly to Double DRAM Capacity in 2H26 to Match Samsung, Pulls Back on NAND

NAND Flash

Fresh off the massive boost from OpenAI’s Stargate project—with demand soaring to 900,000 DRAM wafers a month—South Korea’s memory titans are moving into expansion mode. The Bell reports that SK hynix plans to lift its DRAM wafer input to about 600,000 units per month in the second half of 2...

2025-10-01

[Insights] Memory Spot Price Update: DRAM Mainstream Quotes Rise by 5.4% Amid Seller Reluctance

NAND Flash

According to TrendForce's latest memory spot price trend report, regarding DRAM, spot quotes are steadily rising for mainstream chips such as DDR5 16Gb, DDR4 8Gb, DDR3, and eTT products, reflecting continued market confidence in future price hikes. Meanwhile, in NAND, optimism is making some spot tr...

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