Subject


DDR5


2026-03-23

[News] While DDR5 Margins Reportedly Surpass HBM: What’s Next for Memory Giants?

Please note that this article cites information from The Elec, Investing.com, News 1, Alphabiz, and EBN. After Micron stunned the market with soaring margins—projected to reach 81% in 3QFY26, up from a record 75% in the previous quarter—the industry is keen to understand the drivers behind. On...

2026-02-23

[News] Global DDR5 Pricing Update: Europe Reportedly Eases, China’s KingBank 32GB Hits Premium Tier

While memory prices continue to carry strong upward momentum amid AI-driven supply tightness, regional trends are beginning to diverge. Notably, according to Tom’s Hardware, DDR5 prices in the U.S. are still climbing to record levels, whereas European markets are showing signs of easing. Meanwhile...

2026-01-28

[Insights] Memory Spot Price Update: DDR4/DDR5 Hit Highs, Buyers Hesitant; DDR3 Sees Uptick

According to TrendForce's latest memory spot price trend report, regarding DRAM, rising DDR4/DDR5 prices and challenges in passing on costs have stalled factory procurement, leaving spot market transactions stagnant, yet quotations stay elevated amid ongoing supply shortages. Meanwhile, in NAND, spo...

2026-01-26

[News] Samsung Readies New Price Hikes: Consumer DRAM, SSD Reportedly Doubled, NAND Set for 50%+ Rise

Ahead of Samsung and SK hynix’s January 29 earnings calls, a fresh wave of memory price hikes is sweeping the market, potentially giving a boost to their results. South Korean media The Elec and ETNews report that Samsung’s consumer DRAM and SSD prices have nearly doubled—or even tripled—ove...

2026-01-08

[News] China Memory Buyers Reportedly Fade as a Box of DDR5 Is Said to Cost as Much as a Shanghai Home

Memory prices continue to rise, as sharply higher quotes are reportedly dampening buyer interest in China. According to South China Morning Post, China’s spot market for memory chips is surging amid tight global supply, yet the rally presents a clear dilemma: prices are rising even as buyers are ...

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