DRAM


2024-10-07

[News] SK Hynix Set to Surpass Samsung in Q3 Profits Amid Booming HBM Sales

DRAM

South Korea’s two major memory chip manufacturers, Samsung Electronics and SK Hynix, are set to release their Q3 earnings reports (July to September) at the end of the month, with Samsung Electronics also announcing its financial forecast on October 8. According to The Korea Times, the market ...

2024-10-02

[Insights] Memory Spot Price Update: China’s National Day Holiday and Low Restocking May Lead to DRAM Spot Price Decline

DRAM

According to TrendForce’s latest memory spot price trend report, regarding DRAM, with China’s upcoming National Day holiday and the lack of restocking momentum, the spot market is expected to become quieter in the next two weeks, causing the spot prices continue to slide. As for NAND flash, anot...

2024-09-26

[News] Micron’s Upbeat Guidance Rebuts the “DRAM Winter” Rumor, with 12-hi HBM3E to Ramp in early 2025

DRAM

Is the winter really coming for the memory sector? Despite an earlier report by Morgan Stanley warning of an AI bubble, U.S. memory giant Micron reveals a financial guidance that beats market expectations, projecting its fiscal first-quarter revenue to reach USD 8.7 billion, higher than an average a...

2024-09-26

[News] SK Hynix Begins Mass Production of 12-Layer HBM3E, Shipping to Start This Year

DRAM

SK Hynix announced today that it has commenced mass production of the world’s first 12-layer HBM3E product with 36GB of capacity, the largest for any HBM currently available, according to the company. SK Hynix stated that it plans to deliver these mass-produced units to customers by year-end, m...

2024-09-25

[News] South Korea Said to Heavily Rely on China for Critical Semiconductor Materials such as Silicon

DRAM

While South Korean memory giants Samsung Electronics and SK hynix saw their sales in China double in the first half of this year, the country as a whole seems to heavily rely on China for essential semiconductor raw materials as well, with silicon, germanium, gallium and indium seeing the largest in...

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