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NEWS TAGGED MEMORY
Monday 25 September 2023
Made-in-China quality not good enough? Huawei buying up IDM memory products
After being sanctioned by the US in 2020, Huawei has never stopped using DRAM and NAND Flash products from integrated device manufacturers (IDMs) such as Samsung Electronics, SK Hynix,...
Thursday 21 September 2023
Yangtze Memory reportedly exploring Chinese alternatives to US-made equipment components
Chinese NAND flash memory maker Yangtze Memory is reportedly strengthening ties with domestic equipment providers to supplant US-made equipment parts and components in its manufacturing...
Thursday 21 September 2023
Memory chip vendors accelerate output cuts, process transitions
Major memory chipmakers have drastically reduced their production lines for mainstream processes while simultaneously accelerating their transitions to newer manufacturing processes,...
Wednesday 20 September 2023
Huawei steps up NAND flash procurement, say sources
Huawei has stepped up its NAND flash chip procurement for its smartphones, driving up the memory prices recently, according to industry sources.
Wednesday 20 September 2023
Why are NAND flash prices soaring?
The prices of NAND flash memory have experienced an unforeseen increase, occurring earlier than anticipated, according to industry sources.
Tuesday 19 September 2023
Memory makers see end-market demand still lag behind supply
Memory makers continue to see end-market demand trail behind supply, but a recent surge in spot prices has prompted channel distributors and retailers to stockpile in anticipation...
Friday 15 September 2023
Mature-process NAND flash memory reportedly in tight supply because of Apple demand
NAND flash memory made using mature processes is reportedly in tight supply as a result of Apple's decision to adopt older generation NAND for its iPhone 15, which caught its memory...
Friday 15 September 2023
Chinese memory module firms offering low prices to compete for market share
Chinese memory module makers are gaining market shares with competitive pricing for their products, according to industry sources.
Thursday 14 September 2023
Global fab equipment spending to return to growth in 2024
In 2023, global spending on fab equipment for front-end facilities is projected to decrease by 15% before rebounding with a 15% year-over-year increase in 2024, according to a recent...
Thursday 14 September 2023
Memory makers cautious about 2H23 customer shipment pull-ins
The new iPhone 15 series does not include 2TB of storage, and initial sales projections are less optimistic, causing memory manufacturers to be cautious about customer shipment pull-ins...
Wednesday 13 September 2023
IC backend houses to see demand recovery in 2024
Taiwan-based IC backend houses have witnessed an improvement in their sales performance during the third quarter. However, it is anticipated that a significant rebound in demand may...
Wednesday 13 September 2023
Memory module houses to gain from NAND price rally
A recent supply-driven rally in NAND flash prices will allow memory module manufacturers to profit from previously accumulated low-price inventory, according to industry sources.
Tuesday 12 September 2023
Samsung stepping up NAND flash output cut
Samsung Electronics has stepped up its NAND flash memory production reduction, which is expected to reach 50% by the end of 2023, according to industry sources.
Friday 8 September 2023
ROM shipment pick-up drives Macronix revenue growth in August
Memory chipmaker Macronix International has reported August revenue increased 19.2% sequentially to a four-month high of NT$2.6 billion (US$81.1 million), buoyed mainly by a pick-up...
Friday 8 September 2023
Memory module houses hesitant to sell NAND flash inventory at low prices
Memory module manufacturers' reluctance to sell existing NAND flash inventories at low prices has driven up spot market prices since the end of August, according to industry source...
Vortex
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research