Subject


DRAM


2025-10-09

[News] China Expands Rare Earth Curbs, Subjects 14nm Logic and 256-Layer Memory to Case-by-Case Review

Shortly after U.S. lawmakers pushed for wider chip export restrictions to China—following a report that Chinese chipmakers bought $38 billion in advanced equipment last year—Beijing responded. On October 9, China’s Ministry of Commerce announced sweeping export controls on items deemed critica...

2025-10-08

[News] Korea, U.S. DRAM Giants Reportedly Halt Pricing for a Week, Memory Module Makers Follow

The DRAM price surge shows no sign of cooling off. According to the Commercial Times, Korean and U.S. chipmakers have suspended new enterprise quotes for a week, hinting at an even steeper climb ahead as supply remains constrained. Citing supply chain sources, the report notes that DDR4 contract pri...

2025-10-01

[Insights] Memory Spot Price Update: DRAM Mainstream Quotes Rise by 5.4% Amid Seller Reluctance

According to TrendForce's latest memory spot price trend report, regarding DRAM, spot quotes are steadily rising for mainstream chips such as DDR5 16Gb, DDR4 8Gb, DDR3, and eTT products, reflecting continued market confidence in future price hikes. Meanwhile, in NAND, optimism is making some spot tr...

2025-09-30

[News] Record-Low Memory Stock Could Signal Supercycle Ahead, Likely Peaking by 2027

With top memory makers reportedly raising prices amid tight supply, The Chosun Daily, citing TrendForce, highlights that by the end of Q3 2025, global DRAM inventories averaged just 3.3 weeks—matching the lows of 2018 and signaling a supercycle in the memory market could be on the way. The repo...

2025-09-25

[News] SK hynix Reportedly Doubling EUV Fleet by 2027, Potentially Set to Rank Third Globally

According to ETNews, sources say SK hynix intends to add about 20 EUV systems by 2027. The company reportedly has around 20 units, including some used for R&D, and the planned expansion could double that number within two years. With each system costing hundreds of billions of KRW, the total inv...

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