Insights
According to TrendForce's latest memory spot price trend report, regarding DRAM, buyers are snapping up quotes immediately, sending spot prices soaring. DDR5 chips have surged 30% this week, as overall supply remains tight and major module houses like Kingston continue to limit shipments. Meanwhile,...
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 memory giants race to advance their HBM roadmaps, DDR5 continues to be a key battleground in the push toward high-end memory. According to Wccftech, citing a leaker from Team Group, a new generation of SK hynix DDR5 has surfaced online. The chips appear to be second-generation 3Gb A-die memory im...
News
According to Commercial Times, the global memory market continues to see price increases, driven by urgent orders from generative AI and major cloud service providers (CSPs). Industry sources note that both DDR4 and DDR5 contract and spot prices are set to post double-digit gains in October. The rep...
News
Samsung Electronics, struggling with HBM3E verification for NVIDIA, reported a drop in its global DRAM market share in its semi-annual report released on Aug. 14, according to South Korean media outlets Sedaily and The Hankyoreh. The company’s DRAM share by value reportedly fell to 32.7% in H1 202...