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2025-04-23

[News] Micron Reportedly Joins Samsung in Cutting DDR4 Output, Boosting Taiwanese Suppliers

According to Commercial Times, after reports that Samsung will halt 1y and 1z nm 8GB DDR4 production starting in April, Micron has also informed customers it will discontinue legacy DDR4 modules for servers. This shift reflects a broader industry trend, as memory makers accelerate product transiti...

2025-04-23

[Insights] Memory Spot Price Update: DRAM Suppliers Raise Prices by 8-10% amid Stockpiling ahead of Tariffs

According to TrendForce's latest memory spot price trend report, regarding DRAM, OEMs are gradually increasing inventory levels to ensure they have safe amounts of stock on hand before tariff policies become clearer, while DRAM suppliers have simultaneously raised spot prices of DRAM products by 8-1...

2025-04-23

[News] Key Topics to Watch at Intel’s Q1 Earnings: Bigger Losses, Major Layoffs, and Chip Strategy in Tariff Storm

Intel is scheduled to report earnings on Thursday, April 24, 2025, with the market watching closely to see whether new CEO Lip-Bu Tan’s turnaround efforts are gaining traction. According to Reuters, the company is expected to post its fourth consecutive quarterly revenue decline, with a 3.4% drop ...

2025-04-23

[News] Samsung Faces High Tariff Risks as It Reportedly Hesitant to Bring in Chipmaking Tools for Taylor

Samsung has denied rumors that its Taylor plant timeline will be pushed to 2027, but concerns are growing over the mounting hurdles in its U.S. investment. According to the Chosun Daily, the company has been reluctant to bring in key equipment like EUV machines to the Taylor facility — a move that...

2025-04-23

[News] The TC Bonder Drama: Could Hanmi’s Supply Shift the HBM Race Between Micron, SK hynix, and Samsung?

As the HBM race heats up among memory giants, TC (thermal compression) bonders are taking center stage. Notably, recent developments involving key player Hanmi Semiconductor, Micron, and SK hynix have sparked attention—and could potentially reshape the memory landscape, according to reports from T...

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