According to TrendForce's latest memory spot price trend report, regarding DRAM, with the Lunar New Year approaching, DRAM spot trading has slowed, as most traders hold off on quotes and purchases. Since spot prices are well above contract levels, TrendForce expects short-term gains to be modest. Me...

AI applications continue to drive unprecedented demand for memory, with DRAM supply tightness taking center stage at Winbond’s earnings call yesterday. According to Economic Daily News, Winbond said the DRAM shortage is set to persist, with memory prices this quarter expected to surge 90–95%, an...

According to TrendForce's latest memory spot price trend report, regarding DRAM, since current spot prices remain well above average contract levels, the market will need to wait for late-February contract announcements to see if another round of spot price increases emerges. Meanwhile, in NAND, the...

As memory price hikes persist, Samsung Electronics and SK hynix are projected to post record-high NAND margins. According to ZDNet, both companies are expected to maintain aggressive NAND price increases in the first half of the year, with industry estimates placing margins in the 40–50% range. ...

As global heavyweights Samsung, SK hynix and Micron cash in on surging prices driven by the AI boom, China’s smaller memory players are also catching the upcycle. According to Sina, as of January 29, 52 A-share memory-related companies had released their 2025 earnings forecasts, with 13 of them pr...