Memory prices have shown a robust upward trend since bottoming out in the second quarter of 2023. While November saw NAND flash prices rebound to early 2023 levels, DRAM and NAND...
Samsung Electronics reportedly extended the construction contract for its P3 plant, leading to concerns about potential delays in the operational schedule. However, Samsung has emphasized...
Samsung Electronics and SK Hynix are considering several capex plans for 2024, with the emphasis expected to lean toward reducing costs associated with the transition to advanced...
Taiwan-based Supreme Electronics, a major IC distributor for Samsung Electronics, expects rising NAND flash and DRAM chip prices to buoy its sales performance in the fourth quarter...
Beginning in 2024, the memory market is expected to have a new phase of growth that may last for up to two years, according to Simon Chen, chairman of memory module house Adata Tec...
ChangXin Memory Technology (CXMT), the China-based memory manufacturer, announced the launch of several new LPDDR5 DRAM chips, claiming it is China's first memory brand to self-develop...
Micron Technology has revised its revenue forecast for the fiscal first quarter ending on November 30, 2023. The new estimate is around US$4.7 billion, which is higher than the previous...
Samsung Electronics executives have recently disclosed their 2024 semiconductor strategy, named "GDP" (Gate-All-Around, DRAM, and Packaging), at an investors forum, aiming to tap...
Kokusai Electric Corp., a Japanese semiconductor equipment maker, went public on the Tokyo Stock Exchange in late October 2023. Although it went public during the semiconductor downturn,...
As a result of robust sales of its high bandwidth memory (HBM), SK Hynix's DRAM market share surged to a new peak of 35% in the third quarter of 2023, according to research firm Omdia,...
After a year of destocking, memory module providers are seeing rising prices from the third quarter. Notably, due to differences in applications, financial practices, and capital...
All major DRAM chipmakers have prioritized DDR5 and high-bandwidth memory (HBM) in anticipation of a surge in demand from generative AI, according to industry sources.