News tagged DRAM at DIGITIMES

NEWS TAGGED DRAM

Friday 31 October 2025

China's CXMT cracks LPDDR5X speed barrier, posing a new test for Samsung and SK Hynix

Chinese memory maker ChangXin Memory Technologies (CXMT) has started mass production of LPDDR5X DRAM, marking a milestone in China's...

Friday 31 October 2025

SK Hynix dominates DRAM market in 3Q25 for third consecutive quarter

SK Hynix has taken the top spot of the global DRAM market for the third quarter of 2025 with a 35% market share, with Samsung just behind at 34%. This marks SK Hynix's third consecutive...

Thursday 30 October 2025

Samsung 3Q25 marks the reset of the global memory hierarchy

Samsung Electronics staged a strong rebound in the third quarter of 2025 and set the tone for the next phase of the memory cycle, where AI infrastructure, premium product mix, and...

Wednesday 29 October 2025

Apple and Tesla orders fuel Samsung's recovery

Apple's mobile DRAM orders are expected to increase significantly in 2026, and the South Korean industry predicts that Samsung Electronics will be the largest beneficiary. News...

Wednesday 29 October 2025

SK Hynix's AI hot streak: record earnings, HBM4 next

SK Hynix achieved its strongest quarterly results on record in the third quarter of 2025, driven by surging demand for AI-related memory and higher DRAM and NAND prices. The company...

Wednesday 29 October 2025

Samsung reorganizes memory line by accelerating HBM4 production at P4 plant

Samsung Electronics is transforming its Pyeongtaek Campus Line 4 (P4) in South Korea into a manufacturing base focusing on HBM4 production. Analysts indicate that Samsung is increasing...

Wednesday 29 October 2025

SK hynix Announces 3Q25 Financial Results

SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has recorded 24.4489 trillion won in revenues, 11.3834 trillion won in operating profit (with...

Tuesday 28 October 2025

SK Hynix M15X completion expected by end of 2025

To meet the growing demand for HBM, SK Hynix is accelerating the construction of its DRAM production base, M15X plant in Cheongju, South Korea. According to Yonhap News and...

Tuesday 28 October 2025

Memory shortage hits 70% order fulfillment; server DRAM prices surge 50%

The memory chip shortage has escalated into a severe crisis as upstream international manufacturers finalize contract prices for the fourth quarter of 2025. Intense competition for...

Tuesday 28 October 2025

China's CXMT, YMTC power into AI memory super cycle

The global memory market is entering a "super cycle" driven by the booming adoption of AI, data center upgrades, and growing demand for high-performance computing (HPC). With inventories...

Tuesday 28 October 2025

HBM boom tightens DRAM supply as Samsung, SK Hynix secure long-term deals

As demand for memory surges alongside the build-out of AI infrastructure and soaring data volumes from AI agents developed by OpenAI, Google, and others, consumption has spiked not...

Monday 27 October 2025

Weekly news roundup: TSMC tightens China orders; Micron sees DRAM market tightening; CXMT, Huawei advance HBM3 chips

Below are the top DIGITIMES Asia stories from October 20 to 26, 2025.

Monday 27 October 2025

Etron's Nicky Lu sees DRAM rally lasting six months, bets on a strong 2026

The memory industry has recently become a hot topic, with Etron chairman Nicky Lu stating that the current AI boom will drive continuous growth in the semiconductor sector over the...

Monday 27 October 2025

Samsung launches aggressive price-cut strategy to catch up in HBM competition

HBM continues to be a critical resource as the AI boom is further tightening supply and demand in the memory industry. Memory leader Samsung Electronics is fixated on reclaiming its...

Sunday 26 October 2025

CXMT, Huawei align on HBM3 ahead of China's 2026 AI memory leap

High-bandwidth memory (HBM) has become the latest competitive front for global DRAM manufacturers. As Samsung, SK Hynix, and Micron gear up for HBM4 mass production in 2026, China's...

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