With SanDisk signaling that NAND supply will stay tight through 2026, major memory makers are taking an unexpectedly cautious approach. According to Chosun Biz, Samsung Electronics, SK hynix, Kioxia, and Micron have jointly scaled back NAND flash production in the second half of 2025—sending price...

DRAM prices are continuing to rise. According to Chosun Biz, industry sources on the 11th said that with a tightening supply of general-purpose DRAM, prices are expected to keep climbing, and SK hynix’s operating margin for this segment is projected to exceed 70%. The report adds that since much o...

ASML, the Dutch semiconductor equipment maker that produces machines essential for advanced chip manufacturing, has unveiled a new campus in South Korea. According to ZDNet, ASML held an opening ceremony for its new “Hwaseong Campus” in Gyeonggi Province on the 12th. The report adds that ASML in...

As SK hynix takes the lead in the HBM4 era, the memory powerhouse is reportedly accelerating its push into NAND—a segment long considered secondary. DealSite reports that the company plans to start shipping 321-layer Quad-Level Cell (QLC) NAND products in the second half of 2026 and significantly ...

Kim Jung-Ho, a professor at KAIST and widely known as the “father of HBM (High Bandwidth Memory),” recently made a striking statement on a YouTube program: “In the AI era, the balance of power is shifting — from GPU to memory.” According to Kim, memory will play an increasingly pivotal ...