DRAM spot prices are now reversing their steady upward trend seen since the second half of 2023, beginning to decline as channel distributors are slowing down their inventory stocking...
Although end demand has not fully recovered, increased investment by leading cloud service providers and the upcoming launch of Huawei's new smartphone P70 are still fueling the momentum...
SK Hynix is expanding the High Bandwidth Memory (HBM) contribution to its DRAM revenues and expects a deepening effect of the customization trend of HBM.
Memory industry upgrades are being propelled by the soaring demand for generative AI, and chip vendors are preparing for this, according to market observers in China.
NAND flash prices have risen since the second half of 2023 and are expected to reach new highs in the second quarter this year, according to industry sources.
As NAND Flash prices gradually rebound, Samsung Electronics has also begun to increase production, with reports indicating that the utilization rate of its Xi'an factory in China...
The memory market is gradually recovering with DRAM taking the lead, and NAND Flash is also showing signs of recovery. Samsung Electronics is reportedly increasing the utility rate...
Contract market prices for NAND flash memory will rise another 20% in the second quarter, according to Wallace Kou, president and CEO of memory device controller IC supplier Silicon...
With memory chipmakers ready to scale up output, industry sources indicated that backend houses are optimistic about orders from the memory sector beginning in the second quarter...
While the price increase caused by NAND production cuts is not a good thing, it is an encouraging development for NAND flash chip makers to regain profitability and build new fabs,...