CONNECT WITH US
NEWS TAGGED DRAM
Thursday 4 December 2025
CXMT deepens DDR4 retrenchment; Nanya draws interest from US cloud giants
DDR4 DRAM supply remains severely constrained, with forecasts pointing to elevated pricing through the first half of 2026. Supply-chain sources say China-based CXMT will accelerate...
Thursday 4 December 2025
PC makers face 20% price hikes amid worsening memory shortage
PC manufacturers are planning significant price increases on 2026 models as an acute shortage of conventional memory chips, driven by soaring demand for artificial intelligence hardware,...
Thursday 4 December 2025
Micron to exit consumer business as AI reshapes global memory demand
Micron Technology has announced plans to exit its consumer business, marking one of its most significant strategic shifts in years as the company prioritizes advanced memory chips...
Thursday 4 December 2025
China turns to chip stacking amid US curbs on advanced manufacturing
China is turning to advanced chip packaging and near-memory computing in an effort to build competitive artificial intelligence processors using mature manufacturing technologies,...
Wednesday 3 December 2025
Memory spot prices surged as Samsung's RDIMM limitedly ease supply in late 4Q25
Global memory capacity remained tight with strong demand pushing DRAM and NAND flash spot prices sharply higher in November. Samsung Electronics planned to moderately release RDIMM...
Tuesday 2 December 2025
MXIC chairman wins prestigious semiconductor award, stresses product value over manufacturing
The Pan Wen Yuan Foundation announced on December 1 that MXIC chairman Miin Wu has been honored with the 19th Pan Wen Yuan Prize. The award aims to recognize lifetime achievements...
Tuesday 2 December 2025
Samsung, SK Hynix set profit-first DRAM regime
Samsung Electronics and SK Hynix, which control about 70% of the global DRAM market, signalled in recent IR meetings with global investment banks that they will not pursue aggressive...
Tuesday 2 December 2025
Samsung Electronics to maintain quarterly DRAM supply negotiations amid rising memory costs
Samsung Electronics' Device Solutions (DS) division will continue negotiating mobile DRAM supplies on a quarterly basis with its Mobile eXperience (MX) division, despite ongoing memory...
Tuesday 2 December 2025
AI drives Samsung's 2026 operating profit toward KRW100T
Artificial intelligence (AI) is fueling a DRAM supercycle, prompting South Korean securities firms to continuously raise their forecasts for Samsung Electronics' operating profit...
Tuesday 2 December 2025
Samsung restructures research and memory teams to reclaim HBM market share
Samsung Electronics is undertaking one of its most significant internal restructurings in years as the company pushes to strengthen its artificial intelligence (AI) capabilities and...
Monday 1 December 2025
CXMT narrows DRAM gap; market impact may be smaller than expected?
China's memory manufacturer CXMT, backed by government support, shifted to high-end technology development from 2025 and has introduced multiple next-generation DRAM products within...
Monday 1 December 2025
December memory prices surge as the real crunch lies ahead
Global memory supply has tightened so abruptly that December contract prices for major DRAM and NAND products have surged as much as 80 to 100 percent, according to Team Group General...
Sunday 30 November 2025
Samsung reportedly nears December verdict on Nvidia HBM4 tests
Samsung Electronics is reportedly nearing the final stage of qualification tests for its HBM4 memory chips with Nvidia, with a December decision that could mark one of the company's...
Saturday 29 November 2025
CXMT's high-end DRAM push narrows China's gap with South Korea to one year
China's leading DRAM maker CXMT has unveiled new DDR5 and LPDDR5X chips with performance now viewed as comparable to Samsung Electronics and SK Hynix. The launch has unsettled South...
Friday 28 November 2025
Samsung races to seal HBM4 deal with Nvidia, targets early 2026 shipments
Samsung Electronics is reportedly nearing a deal with Nvidia on 2026 HBM4 pricing, aiming to match SK Hynix's rates as the company accelerates capacity expansion and reorganizes its...