Insights
According to TrendForce's latest memory spot price trend report, DRAM continues to face contained selling pressure, with spot prices maintaining a gradual downward trend. In the NAND segment, most sellers are expecting further increases in 2Q26 contract prices, in an attempt to lift spot prices as w...
News
Intel is stepping into Elon Musk’s TeraFab initiative to help to produce 1 TW/year of compute. According to Tom’s Hardware, the company said Tuesday that it is now part of the project, a move that highlights Intel’s ability to design, manufacture, and package advanced processors at scale, pote...
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As memory giants accelerate the phase-out of legacy NAND like MLC, they are doubling down on next-generation, high-performance storage to ride the AI wave. On April 8, SK hynix announced it has begun shipping its latest cSSD, PQC21 — the first in the industry to feature 321-layer QLC NAND flash. ...
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Samsung has reportedly resolved a key technical challenge in its SOCAMM2 design. According to ETNews, citing sources, the company has overcome the “warpage” issue, a major hurdle ahead of mass production of its next-generation AI server memory module, SOCAMM2 (System on Chip Advanced Memory Modu...
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Recent media reports indicate that some Japanese suppliers of tungsten hexafluoride (WF₆) have notified Korean semiconductor companies of possible disruptions in raw material supply, with existing inventories expected to last only until mid-2026. Industry observers warn that such supply constraint...