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NEWS TAGGED DRAM
Friday 8 December 2023
Samsung and SK Hynix planning for 2024 capex; key factors will be 'improve and reuse'
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...
Friday 8 December 2023
Rising memory chip prices to boost revenue, says Supreme
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...
Thursday 7 December 2023
Nanya sees revenue hit 14-month high
DRAM maker Nanya Technology has reported November revenue hit a 14-month high of NT$2.87 billion (US$91.3 million).
Tuesday 5 December 2023
Memory market may boom in next 2 years, says Adata chairman
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...
Wednesday 29 November 2023
CXMT's LPDDR5 DRAM products validated by Xiaomi and Transsion
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...
Wednesday 29 November 2023
Micron raises guidance for fiscal 1Q24
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...
Wednesday 29 November 2023
NAND flash spot prices continue rally
Spot prices for NAND flash continue to increase, whereas the DRAM pricing trend is less steady, according to industry sources.
Tuesday 28 November 2023
Samsung unveils ambitious 'GDP' semiconductor strategy targeting AI market growth
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...
Tuesday 28 November 2023
Kokusai develops DRAM and logic IC equipment based on NAND technology
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,...
Tuesday 28 November 2023
SK Hynix sees DRAM market share hit 35% in 3Q23
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,...
Monday 27 November 2023
Taiwan and China module makers navigate separate courses amidst a reviving memory market
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...
Friday 24 November 2023
Global DRAM and NAND flash industry

Introduction

Tuesday 21 November 2023
DRAM makers put focus on HBM, DDR5 memory
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.
Tuesday 14 November 2023
Winbond anticipates surge in demand for HBM amid AI server boom
The Taiwan-based semiconductor manufacturer Winbond is gearing up for a significant uptick in the demand for high-bandwidth memory (HBM), driven by the rise of generative AI. Chen...
Friday 10 November 2023
Micron intros 128GB RDIMMs using monolithic 32Gb DRAM
Micron Technology has announced a 32GB monolithic die-based 128GB DDR5 RDIMM memory with up to 8000 MT/s speed to satisfy today's and future data center applications. These high-capacity,...