Subject


DRAM


2025-12-10

[Insights] Memory Spot Price Update: DDR4 Rally Builds on 16Gb Strength; DDR5, DDR3 See Mild Pullbacks

According to TrendForce's latest memory spot price trend report, regarding DRAM, DDR5 and DDR3 spot prices saw a mild pullback this week as the rapid surge prompted some year-end profit-taking among traders, while DDR4 prices continue to climb—particularly 16Gb products. Meanwhile, in NAND, key su...

2025-12-08

[News] Smartphone Memory Inventories Reportedly Fall Below 4 Weeks, Low-End Devices in the Crosshairs

Amid recent headlines—Micron exiting the Crucial consumer memory business and Samsung and SanDisk reportedly delaying NAND deliveries—strong memory demand from hyperscalers is putting consumer products, especially smartphones, under pressure. According to Calian Press, citing TrendForce Senior R...

2025-12-03

[Insights] Memory Spot Price Update: NAND Prices Adjusted Daily as Sellers Renege on Deals

According to TrendForce's latest memory spot price trend report, regarding DRAM, DDR4 quotes remain above DDR5, and despite already-high spot rates, there’s no sign of a drop. Meanwhile, in NAND, some sellers chasing higher profits are reneging on previously confirmed deals, risking their reputati...

2025-12-02

[News] Samsung MX Faces Galaxy S26 Cost Pressure as Memory Division Reportedly Sticks to Quarterly Pricing

With Galaxy S26 slated for release in 2026, Samsung’s MX Division, which oversees smartphone production, is grappling with sharply rising costs amid the ongoing “memory super-cycle,” while the company’s Device Solutions (DS) Division remains firmly focused on profitability. According to Seda...

2025-12-02

[News] Memory Price Rally May Run Past 2028 as Samsung, SK hynix Reportedly Cautious on Expansion

With DRAM prices climbing sharply and supply still constrained, Samsung and SK hynix are prioritizing profitability. According to Hankyung, the two companies—together commanding roughly 70% of the DRAM market—signaled caution toward aggressive capacity expansion during recent IR meetings with ma...

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