DRAM


2024-01-12

[News] Memory Giants Plan DDR5, HBM Expansion; No Immediate Impact on Taiwanese DDR4 Pricing

DRAM

The recovery of the memory industry is evident, with Taiwanese companies such as Macronix, Nanya Technology, and Transcend all showing month-on-month revenue growth in December last year. Additionally, contract prices for DRAM and NAND Flash are expected to continue rising in the first quarter of 20...

2024-01-11

[News] Nanya Technology Optimistic About DRAM Market, Expects Possible Supply Shortage and Turnaround in H2

DRAM

Pei-Ing Lee, the General Manager of Nanya Technology, a major DRAM manufacturer, mentioned on January 10th that this year has seen an upward trend in DRAM prices According to Economic Daily News citnig from Nanya Technology's earnings call for 23Q4,  this trend is attributed to the resurgence of...

2024-01-10

[Insights] Light Trading, Stable DRAM and NAND Flash Spot Prices

DRAM

Based on TrendForce's weekly memory spot price trends released every Wednesday, due to the year-end holiday period, the spot market for DRAM and NAND Flash experiences light trading, and prices remain relatively stable. For details, please refer to the information below: DRAM Spot Market: Due ...

2024-01-10

[News] SK Hynix Aims for Doubling Market Value in 3 Years, Considering Alteration On its Production Cut Plan for Q1

DRAM

SK Hynix CEO Kwak Noh-Jung expressed optimism at the Consumer Electronics Show (CES) in the United States, stating that artificial intelligence (AI) chips would propel SK Hynix's market value to double within three years, reaching KRW 200 trillion (approximately USD 152 billion). Kwak also reveal...

2024-01-03

[News] Samsung and Micron Rumored to Increase DRAM Prices by 15% to 20% in the First Quarter

DRAM

Global memory giants continue to reduce production, coupled with the situation where market demand is increasing due to the rise in artificial intelligence and high-performance computing applications, as well as inventory replenishment from the smartphone market. This combination is driving a contin...

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