DRAM


2023-12-22

[News] Micron’s Perspective on Memory Pricing, Believes it Could Rise Beyond 2025

DRAM

In the latest financial report and guidance released on the 20th, U.S. memory chip giant Micron outperformed analysts' expectations for both the last quarter and the current quarter. CEO Sanjay Mehrotra believes that product pricing will rebound next year, with the upward trend continuing until 2025...

2023-12-20

[News] Samsung’s and SK Hynix’s Potential Expansion Plans Raise Concerns – Major Investments Anticipated Next Year

DRAM

Amid a gradual recovery in the memory market, South Korean memory giants Samsung and SK Hynix are reportedly set to expand their equipment investments significantly next year. Samsung aims for a 25% increase in investment, while SK Hynix plans to more than double its investment compared to this y...

2023-12-20

[Insights] Due to Year-End Sluggish Demand, Spot Prices Hover for DRAM and NAND Flash

DRAM

Affected by the year-end and relatively sluggish demand, spot prices of DRAM and NAND Flash have shown a hovering trend this week. Details are as follows: DRAM Spot Market: With the year ending, some DRAM suppliers have released more their existing stocks into the spot market in order to lower...

2023-12-08

[News] Memory Titans Vie for Control in HBM Tech, Who Will Shape the Next-Gen?

DRAM

Market reports suggest Nvidia's new product release cycle has shortened from two to a year, sparking intense competition among major memory companies in the realm of next-gen High Bandwidth Memory (HBM) technology. Samsung, SK Hynix, and Micron are fervently competing, with SK Hynix currently holdin...

2023-12-06

Weekly Price Update: DRAM Held Steady and NAND Climbed

DRAM

Compared to last week, there is no notable change in DRAM spot price. It is relatively stable in this week. On NAND Flash, there was a 20%+ growth in NAND Flash wafer contract prices last month, making buyers stock and sellers negotiate the price. It leads a surge in the NAND flash wafer spot price ...

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