DRAM


2024-09-25

[Insights] Memory Spot Price Update: NAND Contract Prices for Q3 Shows Signs of Loosening, Likely to Persist until Q4

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, reball DDR4 and DDR5 chips stripped from modules continue to flow into the spot market, adversely affecting the market outlook. As for NAND flash, contract prices for 3Q24 have exhibited signs of loosening. Some module ...

2024-09-23

[News] Samsung’s Memory and Smartphone Divisions Reportedly Eye Collaboration with TSMC and MediaTek

DRAM

Taiwan’s Commercial Times, citing industry sources, reports that Samsung’s memory and smartphone divisions are considering outsourcing orders to Taiwanese firms, including TSMC and MediaTek. Competition in the global semiconductor industry remains fierce. In the foundry sector, TrendForce dat...

2024-09-20

[News] NAND Flash: Embracing a New Development Phase

DRAM

In 2024, the storage market is experiencing dynamic changes, with many positive developments, including rising contract prices, significant revenue growth for manufacturers, and multiple breakthroughs in technology. Amid this, major storage companies are gearing up for new challenges, especially as ...

2024-09-19

[News] Morgan Stanley Predicts ‘DRAM Winter,’ But TrendForce Remains Less Pessimistic

DRAM

According to a recent report from BusinessKorea, Morgan Stanley published its "Winter Looms" analysis, following last month’s "Prepare for the Peak," which warned of an AI bubble. The report continues to take a bearish view on Korean memory chipmakers, citing weak demand for general DRAM and an ov...

2024-09-18

[News] Samsung to Reportedly Begin DS Division Restructuring by Year-end, Aiming to Break down Silos

DRAM

Regarding the continuous struggle of its foundry business, Samsung has reportedly decided to make another move, as its semiconductor division (DS) plans to undertake a major organizational restructuring within the year, according to a report by Chosun Biz. Through the restructuring, DS Division P...

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