DRAM


2024-08-06

[News] ChangXin Memory Technologies in China Has Reportedly Begun Mass Production of HBM2

DRAM

According to a report from Tom’s Hardware citing industry sources, it’s indicated that Chinese memory giant ChangXin Memory Technologies (CXMT) has started mass production of HBM2. If confirmed, this is approximately two years ahead of the expected timeline, although the yield rate for HBM2 is s...

2024-08-02

[News] Samsung’s Chip Head Raises the Urgency to Reform Company Culture to Avoid Vicious Cycles

DRAM

According to a report from Bloomberg, Jun Young-hyun, head of Samsung's chip business, recently sent a stern warning to employees about the need to reform the company's culture to avoid falling into a vicious cycle. Jun stated that the recent improvement in Samsung's performance was due to a re...

2024-08-01

[News] Samsung’s 8-layer HBM3e to Start Mass Production in Q3, Driving HBM Sales to Soar 3-5 Times in 2H24

DRAM

Samsung Electronics, which has been surround by concerns that its HBM3e products are still struggling to pass NVIDIA’s qualifications, has confirmed in its second quarter earnings call that the company’s fifth-generation 8-layer HBM3e is currently undergoing customer valuation, and is scheduled...

2024-07-31

[Insights] Memory Spot Price Update: NAND Spot Prices Lacks Momentum due to Absent July Stocking Demand

DRAM

According to TrendForce's latest memory spot price trend report, neither did the DRAM nor NAND spot prices sees much momentum last week. Spot prices of DDR4 and DDR5 products didn’t show significant fluctuations as the market has not seen a demand uptick. As for NAND flash, the wave of stocking de...

2024-07-31

[News] Samsung’s Q2 Profits Soar to USD 7.5 Billion, Seeing Strong Demand for HBM, DDR5 and Server SSD in 2H24

DRAM

Samsung Electronics announced its financial results for the second quarter today (July 31st), posting KRW 74.07 trillion in consolidated revenue and operating profit of KRW 10.44 trillion (approximately USD 7.5 billion). The memory giant’s strong performance can be contributed to favorable memory ...

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