Subject


DRAM


2026-03-05

[News] Nanya Tech: DRAM Up Month by Month in 1Q, Sharp 2Q Jump Ahead, Shortage Through 2028

As memory prices accelerate on tight supply, major vendors led by Samsung have launched fresh DRAM hikes. Against this backdrop, Taiwan’s top DRAM maker Nanya Technology said prices are still rising month by month this quarter, with second-quarter quotes poised to “jump” sharply, according to ...

2026-03-04

[Insights] Memory Spot Price Update: DRAM Spots Top Contracts, Sentiment Cautious Ahead of Q2 Negotiations

According to TrendForce's latest memory spot price trend report, regarding DRAM, as current spot prices remain higher than contract prices, and negotiations for 2Q26 pricing have not yet started, an overall wait-and-see atmosphere prevails. Meanwhile, NAND spot prices maintain an upward trend, climb...

2026-02-11

[Insights] Memory Spot Price Update: Lunar New Year Slows DRAM Spot Trading; Price Gap Narrows

According to TrendForce's latest memory spot price trend report, regarding DRAM, with the Lunar New Year approaching, DRAM spot trading has slowed, as most traders hold off on quotes and purchases. Since spot prices are well above contract levels, TrendForce expects short-term gains to be modest. Me...

2026-02-11

[News] Winbond Expects DRAM Prices to Jump Nearly 4× by June 2026; Capacity Booked Through 2027

AI applications continue to drive unprecedented demand for memory, with DRAM supply tightness taking center stage at Winbond’s earnings call yesterday. According to Economic Daily News, Winbond said the DRAM shortage is set to persist, with memory prices this quarter expected to surge 90–95%, an...

2026-02-05

[News] HBM Expert Says Korea–China Memory Gap Exceeds 5 Years and May Even Widen Amid EUV Constraints

Is China closing the gap with South Korea’s memory giants? An industry veteran says the gap may be wider than assumed. According to The Korea Herald, Shim Dae-yong, a professor of next generation semiconductor at Dong-A University, said the technology gap between Chinese memory makers and their So...

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