Amid recent price corrections in China’s retail DDR5 market that have raised concerns over a potential cooling in the memory cycle, Taiwan-based module maker Transcend pushed back against the narrative. According to Liberty Times, citing Chairman Peter Shu, the company’s actual transactions with...

With memory supply extremely tight, mid- to small-size module makers are being hit by delivery delays and sharp price spikes. A customer notice shared by tipster Jukan on X shows Transcend was abruptly informed by key NAND suppliers—SanDisk and Samsung—that upcoming shipments are being pushed ba...