News
As the memory supercycle shows no signs of slowing, pricing has moved from quarterly cycles to rapid, monthly—and even daily—adjustments. Yicai Global, citing traders in Shenzhen’s Huaqiangbei, China’s largest electronics hub, reports that the surge is so fast it’s like “a new price ever...
News
As hyperscalers double down on AI spending, memory shortages are tightening fast—and the suspension of DRAM quotes is spreading across the market. Earlier in October, Commercial Times reported that major Korean and U.S. chipmakers had paused new enterprise quotes for a week. Now, market rumors sug...
News
As DRAM giants continue to hike prices amid a memory supercycle—driven by tight supply of legacy products like DDR4—the smartphone supply chain is feeling the heat. According to Commercial Times, citing smartphone makers, delivery lead times for DRAM and NAND have stretched dramatically, with LP...
News
With South Korean DRAM giants reportedly hiking prices by up to 30% recently, China's memory market is feeling intense pressure. According to Commercial Times, citing Calian Press, some manufacturers have even halted quotations for certain DRAM and NAND flash products, and when prices are quoted, th...
Insights
According to TrendForce's latest memory spot price trend report, regarding DRAM, hedging demand against further price hikes has sparked a surge in DDR4 and DDR5 trading, with the average spot price of DDR4 1Gx8 3200 MT/s jumping 9.86% week-on-week. Meanwhile, NAND Flash prices continued to climb thi...