As memory giants wind down DDR4 production, DRAM prices are climbing, and now NAND prices are set to follow suit. According to Commercial Times, industry sources predict NAND price hikes in Q3, with products under 512Gb seeing the largest increases. As per TrendForce, while suppliers shift focus ...

SOCAMM, dubbed “the next HBM"  is beginning to gain traction in the market. According to ITHome, citing South Korean outlet ETNews, NVIDIA is expected to procure between 600,000 and 800,000 units of SOCAMM this year. Wccftech adds that demand is projected to accelerate further in 2026, driven by ...

As major memory makers shift capacity to DDR5 and HBM, their DDR4 phase-out timeline is coming into focus. According to the Commercial Times, Samsung, SK hynix, and Micron are set to end DDR4 shipments between late 2025 and early 2026. TrendForce’s latest findings also show that the three major...

Though it remains unclear if or how the Trump administration will pursue chip tariffs, Bloomberg suggests the Senate has passed major tax legislation that delivers a big win for chipmakers. The bill raises the investment tax credit for new U.S. semiconductor plants from 25% to 35%—exceeding the pr...

Micron’s record-breaking revenue in Q3 FY2025 was driven by a nearly 50% surge in HBM sales—and the momentum isn’t slowing. The U.S. memory giant now aims for a roughly 25% share of the HBM market by year-end, as noted by ZDNet. While its upbeat outlook draws market attention, the spotlight is...