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2025-09-17

[Insights] Memory Spot Price Update: DDR4 Spot Prices Surge Amid Tight Supply, Buyers Struggle to Keep Pace

According to TrendForce's latest memory spot price trend report, regarding DRAM, although DDR4 supply remains tight, the price surge has made it difficult for buyers to keep up, leading to limited trading volumes despite the price hikes. In NAND, the spot market is seen with price increases, recover...

2025-09-17

[News] Alibaba T-Head PPU Lands China Unicom Deal, Reportedly Matches NVIDIA H20 Performance

According to EE Times China, during a report on China Unicom’s Sanjiangyuan data center, China’s CCTV News unexpectedly revealed a table titled “Comparison of Key Parameters Between Domestic and NV Cards.” The table highlighted how homegrown AI chips deployed at the data center — including...

2025-09-17

[News] SMIC Said to Test Chinese-Made DUV Lithography Tool from SiCarrier Affiliate Amid AI Chip Push

As China pushes through semiconductor independence by ramping up domestic AI chips to counter NVIDIA, the country is reportedly taking another major step toward self-reliance as SMIC is said to be testing a deep-ultraviolet (DUV) lithography machine developed by local start-up Yuliangsheng, as revea...

2025-09-17

[News] NVIDIA RTX6000D Reportedly Fails to Gain Traction in China, Stock Surplus Looms

According to Reuters, sources note that demand for NVIDIA’s RTX6000D — the company’s newest AI chip aimed at the Chinese market — has been tepid, with some leading tech firms choosing not to place orders. Reuters adds that NVIDIA began shipping the RTX6000D this week. The reported situati...

2025-09-17

[News] SanDisk Reportedly Sees NAND Shortage Until 2026; Ongoing Price Opportunities Across Board

As data center expansion surges, cloud leaders are moving from AI training to inference workloads, driving strong demand for high-capacity memory. This surge is fueling a wave of NAND price hikes across major players lately, including SanDisk, Micron, and Western Digital. Speaking at last week’s G...

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