Subject


DRAM


2025-06-25

[Insights] Memory Spot Price Update: DDR4 Module Prices Overtake DDR5; Tariff Fears May Trigger Panic Buying

According to TrendForce's latest memory spot price trend report, regarding DRAM, prices of DDR4 modules have climbed above those of DDR5 modules. Looking ahead, a key short-term focus is whether new U.S. tariffs will be imposed—potentially sparking another wave of panic buying. As for NAND flash, ...

2025-06-23

[News] If US Revokes Chip Tool Exemptions: Unpacking TSMC, Samsung, and SK hynix’s China Operations

The U.S. Commerce Department is mulling to revoke licenses previously granted to major chipmakers like TSMC, Samsung, and SK hynix—a move that could create fresh obstacles for their operations in China, according to Reuters. Citing the Wall Street Journal, Wccftech points out that Jeffrey Kessl...

2025-06-18

[Insights] Memory Spot Price Update: SK hynix, Micron Push DDR4 Last Buys as Phase-Out Boosts Q3 Prices

According to TrendForce's latest memory spot price trend report, regarding DRAM, SK hynix and Micron are currently in last-time buy negotiations with DDR4 customers, pushing spot prices higher as contract prices are set to rise in Q3 2025. As for NAND flash, recent market rumors on China’s stern a...

2025-06-13

[News] Micron to Invest $200B in U.S. Amid Trump’s Reshoring Drive, Targeting 40% DRAM Made in America

According to its press release, Micron plans to expand its U.S. investments to approximately $150 billion in domestic memory manufacturing and $50 billion in R&D, creating an estimated 90,000 direct and indirect jobs. As part of today’s announcement, the company will invest an additional $30 b...

2025-06-11

[Insights] Memory Spot Price Update: DDR4 and DDR5 Chips Hit Price Parity in Early June amid Soaring Hikes

According to TrendForce's latest memory spot price trend report, regarding DRAM, DDR4 and DDR5 chips have generally reached price parity in the spot market at the beginning of June. Some DDR4 chips are even priced higher than DDR5 chips. As for NAND flash, spot prices were still seen with a slow red...

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