As global data center deployments accelerate, cloud giants are shifting their demand from training AI to inference AI, driving sustained growth in high-capacity memory requirements and causing memory supply constraints to migrate from DRAM to NAND. Supply chain sources reveal that following SanDisk'...

According to TrendForce's latest memory spot price trend report, regarding DRAM, suppliers continue to raise DDR4 quotes, encouraged by Nanya’s strong August revenue, but buyers show limited acceptance of the hikes. In NAND, SanDisk’s push for a 10% increase to lift market sentiment has met resi...

As China accelerates its memory ambitions with DDR5 capacity reportedly on the rise, domestic NAND powerhouse YMTC has made another bold move. According to Star Market Daily, Changcun Phase III (Wuhan) Integrated Circuit Co., Ltd. was officially established on September 5, with Chen Nanxiang, YMTC�...

According to TrendForce's latest memory spot price trend report, regarding DRAM, although spot transaction volumes keep shrinking, DDR4 prices have risen more than DDR5, showing that the impact of the DDR4 EOL announcements by the three major suppliers hasn’t fully faded. In terms of NAND, supplie...

According to TechNews, citing Tom’s Hardware and Blocks & Files, the new memory technology “UltraRAM,” which combines the advantages of DRAM and NAND, has made significant progress toward commercialization. UK-based semiconductor startup Quinas Technology, the developer of UltraRAM, has p...