Subject


DDR4


2024-06-27

[News] Samsung Reportedly to Raise Memory Price by 15-20% in Q3, Boosting Second Half Performance

According to a report from South Korean media Maeil Business Newspaper, Samsung Electronics plans to raise prices for server DRAM and enterprise NAND flash by 15% to 20% in the third quarter due to surging demand for artificial intelligence (AI). This move is expected to improve the company's perfor...

2024-01-12

[News] Memory Giants Plan DDR5, HBM Expansion; No Immediate Impact on Taiwanese DDR4 Pricing

The recovery of the memory industry is evident, with Taiwanese companies such as Macronix, Nanya Technology, and Transcend all showing month-on-month revenue growth in December last year. Additionally, contract prices for DRAM and NAND Flash are expected to continue rising in the first quarter of 20...

2024-01-11

[News] Nanya Technology Optimistic About DRAM Market, Expects Possible Supply Shortage and Turnaround in H2

Pei-Ing Lee, the General Manager of Nanya Technology, a major DRAM manufacturer, mentioned on January 10th that this year has seen an upward trend in DRAM prices According to Economic Daily News citnig from Nanya Technology's earnings call for 23Q4,  this trend is attributed to the resurgence of...

2023-12-31

[Tech Recap and Glimpse 5-5] Changes in the Landscape of the AI Chip Market After a Year of NVIDIA’s Dominance

Major Cloud Service Providers (CSPs) continue to see an increase in demand for AI servers over the next two years. The latest projections of TrendForce indicate a global shipment of approximately 1.18 million AI servers in 2023, with a year-on-year growth of 34.5%. The trend is expected to persist i...

2023-12-26

[News] Improvement in Memory Inventory Leads to First Price Increase in Two and a Half Years

After more than two years of stagnation in the memory market, which was exacerbated by production cuts from major players like Samsung and Micron earlier this year, the issue of overstock has finally seen improvement. As per Nikkei's report, this has driven an increase in prices for DRAM, marking...

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