News
With DDR4 prices already firm on tight supply, the memory market is bracing for another rally as the electronics industry enters its seasonal peak in the second half, according to the Commercial Times. After sharp gains in Q3, contract prices are projected to rise a further 20%–50% in Q4, as Taiwa...
News
In the era of big data and AI, Compute Express Link (CXL) has emerged as the next-generation high-speed standard. To push its lead beyond HBM, SK hynix has partnered with Naver Cloud, launching proof-of-concept tests to commercialize next-generation AI memory solutions, according to Sedaily. SK h...
News
According to Newsis, the South Korean government said it will double the nation’s technology self-sufficiency rate in silicon carbide (SiC) power semiconductors, raising it from the current 10% to 20% in 2030. The report points out that SiC power semiconductors are gaining traction in sectors s...
News
According to ETNews, Intel’s U.S. headquarters reportedly told the outlet that there has been no change to the company’s glass substrate development plan outlined in its 2023 roadmap. In response to speculation that it might cut staff as part of an exit from the business, Intel stated it does no...
Insights
According to TrendForce's latest memory spot price trend report, regarding DRAM, suppliers continue to raise DDR4 quotes, encouraged by Nanya’s strong August revenue, but buyers show limited acceptance of the hikes. In NAND, SanDisk’s push for a 10% increase to lift market sentiment has met resi...