Subject


DRAM


2025-01-16

[News] Chinese Memory Makers, Led by CXMT, Advance in the DRAM Market, Challenging Samsung, SK Hynix, and Micron

A report from Nikkei highlights that, despite U.S. restrictions, China’s share of the global memory chip market has risen from virtually zero to 5% in just five years. This rapid growth poses challenges to global giants like Samsung Electronics, SK hynix, and Micron. Notably, according to Trend...

2025-01-15

[Insights] Memory Spot Price Update: NAND Demand Rebounds in Retail Market on Chinese Subsidies

According to TrendForce's latest memory spot price trend report, regarding DRAM, demand has slightly improved in the spot market. Some buyers have started to seek quotes in response to their incoming orders, though transaction prices are still relatively low. As for NAND flash, demand has started to...

2024-12-30

[News] Chinese DRAM Giant CXMT Reportedly Achieves 80% DDR5 Yield, Targeting 90% by 2025

Amid the advancements for global DRAM giants like SK hynix and Samsung, rumors have been circulating that China’s top DRAM manufacturer CXMT is suffering from a 10-20% yield in DDR5. However, according to TechPowerUp and MyDrivers, CXMT has made notable strides in DDR5 production, as the yield rat...

2024-12-26

[News] Silicon Motion Joins Micron’s Cautious Outlook, Predicts Weak DRAM and NAND Demand until 1H25

Following Micron’s lackluster February quarter outlook, which gives a heads up on the weak demand for PCs and smartphones, NAND Flash giant Silicon Motion shares similar views on the memory market. According to the Economic Daily News, the company warns that both NAND and DRAM will experience low ...

2024-12-25

[Insights] Memory Spot Price Update: DRAM Demand Slows Amid Year-End Inventory Checks, as Server RDIMMs Hold Strong

According to TrendForce's latest memory spot price trend report, regarding DRAM, with year-end inventory checks being carried out, many buyers have halted procurement, with only sales of server RDIMMs remaining strong. As for NAND flash, overall spot market prices are maintained at a leveled state, ...

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