DRAM


2024-12-26

[News] Silicon Motion Joins Micron’s Cautious Outlook, Predicts Weak DRAM and NAND Demand until 1H25

DRAM

Following Micron’s lackluster February quarter outlook, which gives a heads up on the weak demand for PCs and smartphones, NAND Flash giant Silicon Motion shares similar views on the memory market. According to the Economic Daily News, the company warns that both NAND and DRAM will experience low ...

2024-12-26

[News] SK hynix Gears up for 16H HBM3E Mass Production in 2025, with Early Testing Showing Positive Results

DRAM

In early November, SK hynix CEO Kwak Noh-Jung introduced the world’s first 48GB 16-high HBM3E at SK AI Summit in Seoul. Now, before the year 2024 draws to an end, the HBM giant is gearing up for the mass production of the product, as early testing of key processes reportedly shows promising result...

2024-12-25

[Insights] Memory Spot Price Update: DRAM Demand Slows Amid Year-End Inventory Checks, as Server RDIMMs Hold Strong

DRAM

According to TrendForce's latest memory spot price trend report, regarding DRAM, with year-end inventory checks being carried out, many buyers have halted procurement, with only sales of server RDIMMs remaining strong. As for NAND flash, overall spot market prices are maintained at a leveled state, ...

2024-12-25

[News] Is DRAM Winter Coming? Samsung, SK hynix Q4 Earnings Reportedly Lowered amid Weak Demand

DRAM

The DRAM winter seems to be around the corner. Following Micron’s clouded outlook, which suggests a roughly 9% quarter-over-quarter revenue decrease, a recent survey conducted by Yonhap News also downgraded the Q4 guidance for South Korean memory giants Samsung and SK hynix. The survey, which g...

2024-12-23

[News] Micron Plans HBM4 Mass Production in 2026, Customized HBM4E to Launch in 2027-2028

DRAM

A report from TechNews, citing Tom’s Hardware, indicates that in response to the rapidly growing demand driven by AI, SK hynix, Samsung, and Micron are all accelerating the development of HBM products, and recently Micron has revealed plans for its HBM4 and HBM4E. Micron shows in its AI memory po...

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