News
Samsung Electronics, which has been struggling at the final stage of its HBM3e qualification with NVIDIA, may unexpectedly emerge as the pacemaker for the AI ecosystem, as the company may somehow ease the cost pressure for building AI servers by balancing the market, as well as alleviating the tight...
News
After announcing reductions in capital expenditures, massive layoffs, and the suspension of dividends, according to a report from Reuters, Intel is focusing on increasing its cash reserves to sustain company operations. The same report also indicates that Intel has sold off its entire stake in the...
Insights
According to TrendForce's latest memory spot price trend report, regarding DRAM spot prices, demand has yet to show improvement, leading to increased inventory pressure on suppliers, which indicates the potential for larger price drops in the future. As for NAND flash, the overall price trend is sti...
News
According to a report from The Wall Street Journal citing sources on August 13th, it's revealed that Chinese internet companies and telecom operators have been testing Huawei's latest processor, the "Ascend 910C," in recent weeks. Reportedly, Huawei has informed potential customers that this new chi...
News
On August 13th, as per a report from Wallstreetcn citing industry sources, it's indicated that SK hynix has raised the price of its DDR5 DRAM by 15% to 20%. Per the sources, the price hike by hynix is primarily due to the production capacity being squeezed by HBM3/3e. Additionally, the increased ...