Recently, major memory manufacturers such as Micron, Samsung, and Western Digital have all announced price hikes. Industry sources indicate that since 1Q24, memory manufacturers stay steadfastly in controlling supply and raising prices. Coupled with the impact of the recent earthquake in Taiwan, the...

Memory manufacturer Micron Technology stated on April 11 that the earthquake in Taiwan on April 3 has impacted its DRAM supply, estimated to be between 4-6% (mid-single digit percentage). Micron emphasized in an 8-K filing with the U.S. Securities and Exchange Commission (SEC) that the earthquak...

Recently, South Korean media Alphabiz reported that Samsung may exclusively supply 12-layer HBM3e to NVIDIA. The report indicates NVIDIA is set to commence large-scale purchases of Samsung Electronics' 12-layer HBM3e as early as September, who will exclusively provide the 12-layer HBM3e to NVIDIA...

Micron, the major memory manufacturer in the United States, has benefited from AI demand, turning losses into profits last quarter (ending in February) and issuing optimistic financial forecasts. During its earnings call on March 20th, Micron CEO Sanjay Mehrotra stated that the company's HBM (Hig...

According to a report from the South Korean newspaper "Korea Joongang Daily," following Micron's initiation of mass production of the latest high-bandwidth memory HBM3e in February 2024, it has recently secured an order from NVIDIA for the H200 AI GPU. It is understood that NVIDIA's upcoming H200 pr...