DRAM


2024-04-15

[News] Memory Giants Reportedly Increasing Prices, But Is the Market Outlook Truly Positive?

DRAM

Recently, major memory manufacturers such as Micron, Samsung, and Western Digital have all announced price hikes. Industry sources indicate that since 1Q24, memory manufacturers stay steadfastly in controlling supply and raising prices. Coupled with the impact of the recent earthquake in Taiwan, the...

2024-04-12

[News] Micron Expects 4-6% Quarterly DRAM Supply Impact Post Taiwan Earthquake

DRAM

Memory manufacturer Micron Technology stated on April 11 that the earthquake in Taiwan on April 3 has impacted its DRAM supply, estimated to be between 4-6% (mid-single digit percentage). Micron emphasized in an 8-K filing with the U.S. Securities and Exchange Commission (SEC) that the earthquak...

2024-04-03

[Insights] The Spot Price of DRAM Continues to Decline, Weak Trading Volume for NAND Flash

DRAM

DRAM Spot Market: The current decline in spot prices is also one of the reasons for TrendForce’s relatively conservative forecast. Spot prices have been falling for several weeks. Apart from weak channel demand, TrendForce has also observed that memory module manufacturers are experiencing a co...

2024-03-28

[News] Memory Manufacturers Vie for HBM3e Market

DRAM

Recently, South Korean media Alphabiz reported that Samsung may exclusively supply 12-layer HBM3e to NVIDIA. The report indicates NVIDIA is set to commence large-scale purchases of Samsung Electronics' 12-layer HBM3e as early as September, who will exclusively provide the 12-layer HBM3e to NVIDIA...

2024-03-27

[Insights] DRAM and NAND Flash Spot Prices Drop as Demand Weakens

DRAM

DRAM Spot Market: DRAM spot prices continue to fall as channel demand has been tepid. Furthermore, the decline has become sharper recently for both DDR4 and DDR5 products. At the same time, spot traders who previously accumulated stockpiles are now eager to sell because the overall demand outlook...

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