The 2026 HBM3e market faces oversupply with Samsung likely ramping up HBM3e capacity causing price declines; HBM4 sees premium pricing amid fierce competition and concentrated NVIDIA supply.
In 2Q25, global smartphone production reached approximately 300 million units, up 4% quarter-over-quarter and 4.8% year-over-year. In terms of market share, Samsung maintained its leading position, be...
Driven by policy support and market demand, leading foundries improved capacity utilization and revenue growth, with new capacity expanding, and diversified platform development showing positive resul...
Samsung advances high-value NAND Flash technology amid rising AI and data center demand. Enterprise SSD growth boosts inventory digestion, yet overall NAND market recovery remains limited due to econo...
Contract negotiations see Samsung under pressure, while spot prices hold due to tight supply. Samsung's call highlights HBM3e oversupply and likely price declines. Despite higher mature DRAM prices, S...
In the second half of 2025, DDR4 faces structural shortages and soaring prices due to limited capacity and robust demand, with supply prioritized for servers. PC and consumer markets struggle with hig...
Driven by telecom tenders and supply adjustments, SLC/MLC NAND prices keep rising. Demand from industrial, aerospace, and AI supports continued price strength.
Driven by both reduced supply and intensified price competition among suppliers, contract prices for LPDDR4X in 3Q25 have seen further significant increases. LPDDR5X prices have also risen, supported...
NVIDIA H20 may resume sales to China, boosting AI GPU supply and demand for HBM and GDDR. US policy shift favors Chinese adoption of high-end AI chips. New products like RTX PRO 6000 will further supp...
Samsung restarts US plant expansion driven by policy, but timeline and capacity growth remain uncertain; 2nm order progress depends on yield and client decisions, requiring further observation.
MRDIMM addresses high-core CPU and AI needs, enhancing memory efficiency, but standards, cost, and support limit adoption.
The smartphone market shows weak third-quarter demand with cautious stocking; trade and geopolitical stability boost confidence, while AI-related orders drive growth amid cautious supply management.
LPDDR4X supply has tightened rapidly due to reduced production and EOL plans by major suppliers, driving prices sharply higher. Under dual pressure from supply constraints and price surges, smartphone...
Glass substrates are emerging as a highly promising solution in advanced semiconductor packaging with recent breakthroughs in Through-Glass Via (TGV) technology. They are poised to drive innovation in...
PC DRAM contract prices in Q2 2025 continue to rise, with DDR4 outpacing DDR5 due to changing supply-demand dynamics. Reduced supply, early procurement, and increased Nanya participation all contribut...
