Subject


DRAM


2023-11-08

[Insights] Weekly Price Update: DRAM Stalls, NAND Flash on the Rise

In the spot market, DRAM prices are showing a slight divergence from the contract market. Spot demand has decreased, preventing further price increases for DRAM chips. Meanwhile, NAND Flash prices have been rising due to ongoing wafer shortage. However, spot quotations for NAND Flash packaged dies r...

2023-11-07

[News] China’s Big Fund Drive Changxin Xinqiao towards 3-Year Memory Chip Mass Production

Following China's Big Fund's substantial $14.56 billion RMB investment in Changxin Xinqiao Storage Technology, a memory chip manufacturer, at the end of October, there are now reports of an additional $39 billion RMB injection. China is actively building a domestic semiconductor supply chain, and...

2023-11-03

TrendForce Foresees China’s Mature Wafer Processes to Expand to 33% by 2027, Japan Secures Advanced Processes

The research institution TrendForce held its AnnualForecast 2024 Seminar on November 3, where they delved into discussions about global wafer foundry trends, the applications of AI, the dynamics of AI servers, and the demand for High Bandwidth Memory (HBM). Joanne Chiao, analyst from TrendForce, ...

2023-11-01

[Insights] NAND Spot Prices Hold Steady After Hitting $2 Mark, Upward Trend is Subject to Debate

DRAM Spot Market Major module houses are still holding a fairly high level of inventory, so they are less adhered to the consensus that prices will go up. Currently, their main strategy in the spot market is to have their quotes closely aligned with the quotes in the contract market. Therefore, spo...

2023-10-25

[News] SK hynix’s LPDDR5T Mobile DRAM Verified Compatible with Qualcomm for AI-Boosted Smartphone  

SK hynix has introduced LPDDR5T (Low Power Double Data Rate 5 Turbo), a mobile DRAM with a remarkable 9.6Gbps speed. What sets this apart is its compatibility with Qualcomm’s new Snapdragon 8 Gen 3 Mobile Platform. LPDDR5T features a 16GB-capacity version, delivering data processing speeds of 7...

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