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Global DRAM capacity growth is expected to remain limited through 2026, as major DRAM makers in Korea and the U.S. focus on HBM and advanced-node transitions, Commercial Times reports. As the report highlights, this shift is tightening supply of conventional DDR4 and mainstream DRAM, with Taiwan’s...
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With DDR4 prices already firm on tight supply, the memory market is bracing for another rally as the electronics industry enters its seasonal peak in the second half, according to the Commercial Times. After sharp gains in Q3, contract prices are projected to rise a further 20%–50% in Q4, as Taiwa...
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Amid the rising memory market prices and the continuously improving supply-demand balance, original manufacturers (OEMs) have seen their business performance steadily climb, generally achieving a turnaround from losses to profits. Meanwhile, memory module manufacturers have also enjoyed rapid gro...
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As memory prices and demand rise, memory manufacturers Nanya Technology and Winbond have resumed normal production, no longer reducing output as they did last year. TrendForce and industry sources cited in a report from Liberty Times Net also indicate that memory shipments will continue to recover...
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According to a report from Commercial Times, Arthur Chiao, Chairman of Winbond, stated that this upward market cycle for the memory sector has arrived on time. Reportedly, customers are not worried about shortages, and all products made by Winbond will sell well all year round, boosting the momentum...