According to TrendForce's latest memory spot price trend report, regarding DRAM, among different product categories, DDR4 chips are still experiencing the most significant price hikes, with the average spot price of mainstream chips (i.e., DDR4 1Gx8 3200MT/s) increasing by 6.88% US$5.947 this week. ...

After another strong quarter likely to set record sales and EPS in 1Q FY26, Micron highlighted its HBM4 progress during the earnings call. The company said it has shipped customer samples boasting over 2.8TBps bandwidth and pin speeds above 11Gbps, outperforming competitors, according to ZDNet, Chos...

AI giants are joining forces, again. On September 22, OpenAI and NVIDIA unveiled a landmark strategic partnership to deploy at least 10 gigawatts of NVIDIA systems for the ChatGPT maker’s next-gen AI infrastructure. NVIDIA plans to invest up to $100 billion in OpenAI as the new systems come online...

AMEC, one of China’s leading chip equipment makers, is stepping up its investment efforts. According to ESM China, AMEC announced that its subsidiary, AMEC Semiconductor (Shanghai), plans to jointly establish Shanghai Zhiwei Panfeng Venture Capital Partnership together with Shanghai Zhiwei Private...

Micron, which stunned markets in August by hiking its Q4 FY25 outlook, posted earnings today with a bullish tone, flagging strong demand ahead. Reuters quoted CEO Sanjay Mehrotra as saying the company expects to sell out its entire 2026 HBM supply within months, having already locked in HBM3E pricin...