Subject


DDR5


2024-02-02

[News] The Quiet Beginning of the 3D DRAM Market Share Battle

From the current landscape of publicly available DRAM technologies, the industry is expected to perceive 3D DRAM as one of the solutions to the challenges faced by DRAM technology, marking it as a pivotal direction for the future memory market. Is 3D DRAM similar to 3D NAND? How will the industry...

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...

2023-12-14

[News] Bypassing U.S. Restrictions? CXMT Showcases GAA Technology for 3nm Chips

According to a news report from UDN, despite U.S. restrictions on the exportation of technologies related to advanced semiconductor processes, China is fortifying its independent chip development capabilities. ChangXin Memory Technologies (CXMT), a Chinese DRAM chip manufacturer, presented a pap...

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