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NEWS TAGGED DRAM
Saturday 18 October 2025
Samsung expands EUV fleet to seize upcoming memory supercycle

Samsung Electronics is reportedly ramping up investment in extreme ultraviolet (EUV) lithography, planning to add five more systems for...

Friday 17 October 2025
Memory chip prices signal onset of a new supercycle
Samsung Electronics' preliminary results for the third quarter of 2025 have reignited optimism across the global memory market. The results, together with strong performances anticipated...
Friday 17 October 2025
AI expansion pushes HBM market towards $100 billion by 2028
As the AI ecosystem continues to expand, South Korean securities analysts predict the semiconductor industry's upward cycle will extend at least until after 2028. Samsung Electronics...
Thursday 16 October 2025
Samsung reportedly to bring in ASML's top lithography tools to take on TSMC
Samsung Electronics is reportedly pouring KRW1.1 trillion (approx. US$773 million) into next-generation chipmaking equipment in a high-stakes bid to close the gap with rivals TSMC...
Thursday 16 October 2025
Nanya sees DDR4 price and volume growth; annual contract talks emerge
Memory manufacturer Nanya successfully ended 11 consecutive quarters of losses in the third quarter of 2025. General manager Pei-Ing Lee stated that average selling prices (ASPs)...
Thursday 16 October 2025
ASML sees continued growth in EUV demand, confident in High NA progress
ASML remains optimistic about the outlook for its extreme ultraviolet (EUV) lithography systems, including the next-generation High Numerical Aperture (High NA) EUV tools, as semiconductor...
Tuesday 14 October 2025
Historic memory shortages across DRAM, NAND, SSD, HDD, says Adata chairman
As the memory industry rides the AI boom, cloud service providers (CSPs) are placing orders that upstream memory foundries were unprepared for. Adata's chairman, Simon Chen, confirmed...
Tuesday 14 October 2025
Samsung expected to post strongest profit in over three years on AI-driven chip demand
Samsung Electronics announced on October 14 that its consolidated revenue for the third quarter of 2025 is expected to reach KRW86 trillion (US$60.25 billion), with operating profit...
Monday 13 October 2025
Samsung and SK Hynix drive next memory super cycle
AI demand and OpenAI's partnerships with Korean manufacturers are fueling a memory super cycle that could surpass the 2017–2018 period. Samsung Electronics and SK Hynix have...
Thursday 9 October 2025
Memory module makers halt consumer DRAM price quoting during China's National Day holiday
The ongoing DRAM shortage is intensifying as memory module manufacturers suspend consumer DRAM price quotes during China's National Day holiday, signaling a sharp rise in spot market...
Thursday 9 October 2025
AI arms race fuels memory chip demand, DRAM bull market begins
Niche and standard DRAM prices are rising sharply; ADATA, Apacer, Elite Semiconductor Microelectronics Technology (ESMT), and several other companies all posted record highs in revenue...
Wednesday 8 October 2025
OpenAI drives DRAM demand, accelerates top trio's HBM expansion
OpenAI has recently surged in influence by forging strategic partnerships with global AI leaders. Beyond close ties with Nvidia and AMD, OpenAI announced collaborations with Samsung...
Wednesday 8 October 2025
YMTC eyes HBM market entry to disrupt top three
Chinese NAND Flash giant Yangtze Memory Technologies Corp. (YMTC) is preparing to enter the high-bandwidth memory (HBM) market and is anticipating a technological breakthrough. As...
Wednesday 8 October 2025
The second life of DDR4: how an old memory standard is driving a new upcycle
DDR4 memory is experiencing a sharp rise in both price and volume due to tight supply, driving strong inventory replenishment momentum. This has rapidly heated up orders across the...
Friday 3 October 2025
OpenAI visits Samsung's Pyeongtaek plant following Stargate investment agreement
After signing a letter of intent (LOI) for investment cooperation under the Stargate project with Samsung Electronics, OpenAI sent a team to visit Samsung's Pyeongtaek facility to...