Subject


DRAM


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...

2024-03-20

[Insights] Memory Spot Prices: NAND Flash Prices Edge Over DRAM Momentum

DRAM

DRAM Spot Market: The spot market has not changed noticeably from the previous week and still lacks significant demand momentum. Therefore, spot prices of DDR4 and DDR5 chips have maintained a mostly flat to slightly downward trend. Module houses also hold a conservative demand outlook, so they h...

2024-03-15

[News] Samsung NAND Flash Prices Reportedly Set to Increase by 20%

DRAM

According to a report by the South Korean news outlet The Chosun Daily, Samsung Electronics' memory business has managed to endure the market downturn from last year. Recently, its strategy of reducing production has finally paid off, driving up chip prices. Reports suggest that in the first quar...

2024-03-12

[News] Assistant to SMIC’s Co-CEO Joins CXMT, Drawing Industry Attention

DRAM

With the rising demand in the memory market and Chinese memory companies actively preparing for competition, a report from TechNews indicates that Zhou Meisheng, formerly the assistant to SMIC's co-CEO Liang Mengsong, has joined ChangXin Memory Technology (CXMT) as the head of the Technical Researc...

2024-03-04

[News] SK Hynix Rumored to Propose Collaboration with Kioxia for HBM Production in Japan

DRAM

South Korean memory giant SK Hynix is reportedly exploring a collaboration with Japanese NAND flash memory manufacturer Kioxia to produce High Bandwidth Memory (HBM) for AI applications, as per MoneyDJ citing Jiji Press. According to Jiji Press' report on March 1st, it is estimated that produc...

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