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Wednesday 28 August 2024
Samsung supplies automotive LPDDR4X to Qualcomm, challenges Micron's market lead
Samsung Electronics has announced the successful qualification of its automotive LPDDR4X memory for use with Qualcomm Technologies' Snapdragon Digital Chassis. This memory is intended...
Wednesday 28 August 2024
Micron's Taiwan land acquisition shifts focus from HBM to DRAM support
Micron Technology, the leading memory manufacturer, has announced a surprising move in its Taiwan operations. The company has entered into a purchase and sale agreement (PSA) with...
Tuesday 27 August 2024
Memory demand may slightly benefit from new Chinese AAA game in 4Q24
The frenzy surrounding the launch of Black Myth: Wukong, China's first AAA game to find success in the global market, has spurred speculation of a ripple effect going into the traditional...
Tuesday 27 August 2024
Samsung sees surge in memory production in 1H24
Samsung Electronics reported a significant increase in memory chip production in the first half of 2024, surpassing 1 trillion chips. This surge is largely driven by a recovery in...
Thursday 22 August 2024
Innodisk sees over 20% revenue from AI; revenue and profit to increase in 2H24
With the increasing implementation and demand for edge AI applications, DRAM manufacturer Innodisk stated that its edge AI projects have been progressing smoothly with AIoT-related...
Thursday 22 August 2024
SK Hynix's 1H24 revenue soars in US and China, driven by AI demand
SK Hynix, which recorded its best performance ever in the first half of 2024, has experienced remarkable growth in the US and Chinese markets. The company managed to revitalize several...
Thursday 22 August 2024
Samsung lands short lead-time HBM orders from China CSPs
China-based cloud service providers (CSP) have placed short lead-time orders for HBM memory with Samsung Electronics, purposely stockpiling HBM chip inventory ahead of time due to...
Tuesday 20 August 2024
Chipmakers hike DDR5 prices
In response to robust demand for servers that has resulted in capacity constraints, major DRAM manufacturers have significantly increased the prices of DDR5 memory in the third quarter,...
Friday 16 August 2024
Applied Materials upbeat despite Intel's capex cuts; expects strong Chinese demand for packaging and testing despite lower sales contribution
On August 15, Applied Materials held an earnings call, noting that Intel's planned reduction in capital expenditures is expected to have minimal impact on the company. Applied Materials...
Wednesday 14 August 2024
SK Hynix invests in M16 DRAM production expansion, expects to increase monthly capacity by 18%
SK Hynix has reportedly begun procuring production equipment for its M16 plant in Icheon, aiming to boost its monthly production capacity from 100,000 to 180,000 units, an increase...
Tuesday 13 August 2024
Samsung's new ultra-thin LPDDR to disrupt edge AI market
Samsung Electronics has unveiled a groundbreaking 12nm low-power DRAM (LPDDR) with a thickness of just 0.65mm, responding to the rapidly growing on-device AI market. This move comes...
Tuesday 13 August 2024
Industrial memory demand picking up
The third quarter of 2024 has seen a steady increase in the demand for industrial memory, thanks to rising DRAM contract prices and end-market inventory correction coming to an end,...
Friday 9 August 2024
Taiwan memory chipmakers post mixed July sales
DRAM chipmaker Nanya Technology and Winbond Electronics, a maker of specialty DRAM and flash memory, both saw their July revenue decrease by 18.4% and nearly 4%, respectively, compared...
Wednesday 7 August 2024
CXMT's initial HBM capacity in Hefei reaches one-third of Korean manufacturers
Reports indicate that China's DRAM leader ChangXin Memory Technologies (CXMT) is actively investing in high bandwidth memory (HBM) production capacity. Currently, CXMT is establishing...
Wednesday 7 August 2024
AP Memory sees revenue, gross margin improve in 2Q24
AP Memory Technology, which specializes in customized IoT RAM and other DRAM memory, saw its revenue and gross margin rebound in the second quarter of 2024, thanks to increased demand...