Subject


DRAM


2024-05-06

[News] SK Hynix Reportedly Raises Prices Again, with DRAM Products to Increase by 15-20%

The surge in memory product prices continues, driven by the AI wave revitalizing the memory market. According to a report from Liberty Times Net, prices of high-performance DRAM are also on the rise. Industry sources cited by the same report have indicated that SK Hynix's LPDDR5/LPDDR4/DDR5 and othe...

2024-04-26

[News] Samsung Reportedly Signs USD 3 Billion HBM3e Deal with AMD

According to a report from Korean media outlet viva100, Samsung has signed a new USD 3 billion agreement with processor giant AMD to supply HBM3e 12-layer DRAM for use in the Instinct MI350 series AI chips. Reportedly, Samsung has also agreed to purchase AMD GPUs in exchange for HBM products, althou...

2024-04-17

[News] Memory Manufacturers’ Price Hikes Prompt Backlash, Module Suppliers Hesitate to Follow

Amid the memory market's gradual recovery, memory manufacturers are aggressively increasing prices back to pre-reduction levels and achieve profitability. According to a report from TechNews, however, module suppliers are reportedly resisting these price hikes and considering ways to negotiate with...

2024-04-15

[News] Memory Giants Reportedly Increasing Prices, But Is the Market Outlook Truly Positive?

Recently, major memory manufacturers such as Micron, Samsung, and Western Digital have all announced price hikes. Industry sources indicate that since 1Q24, memory manufacturers stay steadfastly in controlling supply and raising prices. Coupled with the impact of the recent earthquake in Taiwan, the...

2024-04-12

[News] Micron Expects 4-6% Quarterly DRAM Supply Impact Post Taiwan Earthquake

Memory manufacturer Micron Technology stated on April 11 that the earthquake in Taiwan on April 3 has impacted its DRAM supply, estimated to be between 4-6% (mid-single digit percentage). Micron emphasized in an 8-K filing with the U.S. Securities and Exchange Commission (SEC) that the earthquak...

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