The memory industry may be ensnared by an oversupply in the first half of 2025, as server demand in China is experiencing a decline, according to industry sources.
ChangXin Memory Technologies (CXMT) is leveraging China's aggressive localization policies to advance toward mass production of DDR5 chips. Despite lingering concerns over production...
As global memory manufacturers race to advance DDR5 technology, a dispute has emerged over China's semiconductor capabilities. Zol.com.cn reports that Changxin Memory Technologies...
ChangXin Memory Technologies (CXMT), China's leading DRAM manufacturer, has reportedly begun mass production of DDR5 memory, according to market sources.
Micron has released its first-quarter fiscal 2025 (1QFY25, ending November 28, 2024) financial results, highlighting strong performance in its HBM segment. However, a weaker-than-expected...
The latest wave of export restrictions from the US on High Bandwidth Memory (HBM), particularly targeting advanced technologies such as HBM2 and above, is set to compel China's memory...
Memory module maker TeamGroup anticipates heightened demand for high-end memory products in the first quarter of 2025, with low-end memory demand expected to follow suit in the second...
Korean memory vendors intend to promote LPDDR5 as the prevalent specification, which will necessitate a reduction in the output of LPDDR4 and LPDDR4X chips, according to industry...
In 2024, Samsung Electronics and SK Hynix saw their US semiconductor revenue surge, driven by robust demand from AI-focused tech firms and data centers. This growth stemmed from increased...
Despite making progress in DDR5 power management IC (PMIC) development over the past two years, Taiwanese suppliers have seen limited revenue growth in this sector. This limitation...
China's DRAM manufacturers are intensifying market competition through aggressive DDR4 production expansion. ChangXin Memory Technologies (CXMT) leads this push, while Fujian Jinhua...
The memory technology market has experienced significant fluctuations in recent years, marked by production cuts and shifting prices. The beginning of 2024 saw a gradual recovery,...
Samsung Electronics achieved a historic high in revenue for the third quarter of 2024. Yet, overall operating profit fell short of market expectations, primarily due to one-time expenses...
With the demand for memory driven by AI servers, the industry initially expected contract prices to ease and decline in the fourth quarter. However, sources within the supply chain...
The new generation memory technology, Compute Express Link (CXL), is poised to become the next high-bandwidth memory (HBM), with Samsung Electronics actively collaborating with customers...
