DRAM


2024-07-05

[News] AI Boom Expected to Boost Samsung’ Q2 Profit, Soaring to USD 6.34 Billion

DRAM

According to a report from Reuters on July 4, consensus from 27 analysts compiled by LSEG SmartEstimate indicates that driven by the surge in demand for AI technology and the resulting rebound in memory prices, Samsung Electronics' operating profit for Q2 2024 (ending June 30) is projected to skyroc...

2024-07-04

[News] Samsung’s HBM3e Reportedly Passed NVIDIA’s Certification Though It Denies the Rumor

DRAM

In early June, NVIDIA CEO Jensen Huang revealed that Samsung’s High Bandwidth Memory (HBM) is still striving on the certification process, but is one step away from beginning supply. On July 4th, a report from Korea media outlet Newdaily indicated that Samsung has finally obtained approval from th...

2024-07-03

[Insights] Memory Spot Price Update: DRAM Spot Price Finally Rises as Supply Tightens

DRAM

According to TrendForce's latest memory spot price trend report, the spot price of DRAM has finally seen a slight raise as supply for DDR4 and DDR5 tightens. Samsung has allocated more of its 1alpha nm production capacity to the manufacturing of HBM products, which leads to DDR5’s price increase. ...

2024-07-03

[News] HBM and Advanced Packaging Expected to Benefit Silicon Wafer

DRAM

As artificial intelligence (AI) technology enjoys rapid advances, the demand for AI chips is skyrocketing, driving continuous improvements in advanced packaging and HBM (High Bandwidth Memory) technology, which is expected to benefit the silicon wafer industry. Recently, Doris Hsu, the Chairperso...

2024-07-01

[News] Micron Targets 2026-2029 for its U.S. Fabs to Commence Operation

DRAM

After Micron’s announcement of constructing two new fabs in the U.S. in 2022, the memory giant has now provided more details regarding their production timeline. According to the information the company disclosed in its Q3 FY24 financial report and its conference call, the fabs in Idaho and New Yo...

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