News
As data center expansion accelerates and cloud leaders shift focus from AI training to inference, demand for high-capacity memory is surging, fueling a swift recovery in the global NAND Flash market. According to ZDNet, sources indicate that Samsung Electronics has ramped up operations at its main N...
Insights
According to TrendForce's latest memory spot price trend report, regarding DRAM, module sellers have mostly halted quote offerings for now, with DDR4 supply scarcity being the most pronounced. The spot market overall shows a widespread reluctance to sell. Meanwhile, in NAND, prices continue to climb...
News
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...
News
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...
Insights
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...