Subject


DRAM


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...

2025-11-19

[Insights] Memory Spot Price Update: DDR5 Prices Up 307% Since September as Module Costs Poised to Surge

According to TrendForce's latest memory spot price trend report, regarding DRAM, from the start of September to the present, the spot price of DDR4 1Gx8 chips has experienced sequential increases reaching 158%, while the spot price of DDR5 2Gx8 chips has experienced sequential increases reaching 307...

2025-11-19

[News] Memory Crunch Hits Smartphones: Xiaomi Flags 2026 Price Hikes, Samsung Under Memory, AP Pressure

Xiaomi President Lu Weibing told analysts on November 18 that the company has secured full-year memory supply for 2026, but warned that shortages could push smartphone prices higher, with product costs reflecting the rise in components, according to ijiwei. Meanwhile, Maeil Business Newspaper report...

2025-11-17

[News] Memory Crunch Ripples Across Chip Supply Chain: SMIC, NVIDIA, Device Makers Feel the Hit

As the global AI data-center race drains memory supply, major chipmakers are moving fast — and the shockwaves are spreading. Notably, Reuters reported last Friday that Samsung has quietly raised prices on select memory chips by as much as 60% from September. But the scope of this memory supercycle...

2025-11-12

[News] SK hynix Reportedly Poised for Over 70% Operating Margin for General-Purpose DRAM amid Tight Supply

DRAM prices are continuing to rise. According to Chosun Biz, industry sources on the 11th said that with a tightening supply of general-purpose DRAM, prices are expected to keep climbing, and SK hynix’s operating margin for this segment is projected to exceed 70%. The report adds that since much o...

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