DRAM


2023-12-30

[Tech Recap and Glimpse 5-3] Can Memory Prices Sustain the Upward Trend Next Year?

DRAM

The ongoing reduction in production by major manufacturers throughout this year has gradually restored balance to the market supply and demand. This is beneficial for chip manufacturers to regain control over prices. Signs of a bottoming out and rebound have emerged in the memory market in the thir...

2023-12-27

[Insights] Memory Spot Price Update: Modest DRAM Increase; NAND Flash 512Gb Premium Fades

DRAM

TrendForce releases the latest memory spot prices, with DRAM showing limited price increases due to sluggish trading momentum. On the other hand, NAND Flash is affected by inventory dynamics, leading to a gradual elimination of the premium for 512Gb. Details are as follows: DRAM Spot Market: I...

2023-12-26

[News] Improvement in Memory Inventory Leads to First Price Increase in Two and a Half Years

DRAM

After more than two years of stagnation in the memory market, which was exacerbated by production cuts from major players like Samsung and Micron earlier this year, the issue of overstock has finally seen improvement. As per Nikkei's report, this has driven an increase in prices for DRAM, marking...

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...

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