Subject


DRAM


2023-12-26

[News] Improvement in Memory Inventory Leads to First Price Increase in Two and a Half Years

After more than two years of stagnation in the memory market, which was exacerbated by production cuts from major players like Samsung and Micron earlier this year, the issue of overstock has finally seen improvement. As per Nikkei's report, this has driven an increase in prices for DRAM, marking...

2023-12-20

[News] Samsung’s and SK Hynix’s Potential Expansion Plans Raise Concerns – Major Investments Anticipated Next Year

Amid a gradual recovery in the memory market, South Korean memory giants Samsung and SK Hynix are reportedly set to expand their equipment investments significantly next year. Samsung aims for a 25% increase in investment, while SK Hynix plans to more than double its investment compared to this y...

2023-12-12

[News] After Memory Price Hike, Shortages Emerge in Some Products?

According to Economic Daily News' report, after a prolonged period of economy downturn, the market has gradually become optimistic about memories. The effective production reduction by the top five memory manufacturers has led to an increase in memory prices. This, in turn, has prompted downstre...

2023-12-07

[News] The Alliance among Apple, TSMC, and Amkor May Pose Challenges to Samsung’s Advanced Packaging Strategy

As reported earlier, the global provider of outsourced semiconductor packaging and test services, Amkor, has been set to establish its presence in Arizona, USA, providing advanced packaging services for Apple chips manufactured by TSMC. According to reports from South Korean media, the alliance f...

2023-12-06

[News] Memory Market Gradually Recovering, Samsung and SK Hynix Raise Q4 Financial Outlook

According to South Korean media Chosun Biz's report, the prices of all memory products, encompassing servers, mobile devices, and PCs, are on the rise. This trend, combined with the thriving development of the AI market, is expected to result in even higher profitability for High-Bandwidth Memory (...

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