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2026-04-08

[Insights] Memory Spot Price Update: DRAM Extends Gradual Downtrend on Contained Selling Pressure; DDR4 Drops 1.18%

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...

2026-04-08

[News] Intel Joins Tesla TeraFab, May Provide Design and Manufacturing Strength, Signaling Foundry Momentum

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...

2026-04-08

[News] SK hynix Begins Shipping Industry-First 321-Layer QLC cSSD; Supplies Dell in April

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. ...

2026-04-08

[News] Samsung Reportedly Solves SOCAMM2 Warpage, May Gain Edge Over Micron, SK hynix in Mass Production Timeline

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...

2026-04-08

[News] Potential Supply Disruptions of Tungsten Hexafluoride from Japan: Implications for the Semiconductor Industry

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...

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