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Monday 18 August 2025
Huawei tests China's first HBM3 as CXMT accelerates expansion to counter supply squeeze
China's push for self-reliance in artificial intelligence (AI) semiconductors is running into fresh obstacles as Washington tightens controls on advanced memory. In response, ChangXin...
Friday 15 August 2025
China's CXMT resumes big-ticket chip investments to expand DDR5, fast-track HBM3 output
ChangXin Memory Technologies (CXMT) has restarted major facility investments to ramp up DRAM output and fast-track high-bandwidth memory (HBM) development, highlighting Beijing's...
Friday 15 August 2025
Samsung plays the long game on DDR4 as rivals exit for DDR5
Samsung Electronics is again at the center of speculation over a potential end to DDR4 DRAM production, as fresh industry reports indicate it may keep the older-generation memory...
Thursday 14 August 2025
CAMM poised to replace SO-DIMM in high-end notebooks by 2026
Despite the impact of New Taiwan dollar appreciation, connector manufacturer Argosy announced at its earnings call on August 11, 2025, that due to the continued market penetration...
Thursday 14 August 2025
GMT warns of slower 2H25 growth as tariff uncertainty persists
Global Mixed-mode Technology (GMT) expects the traditional second-half sales surge to be subdued this year, as early order pull-ins by clients in the first half could leave little...
Thursday 14 August 2025
ADATA reports triple growth in 2Q25, profit doubles; optimistic outlook for 2H25
ADATA posted strong second-quarter 2025 results, driven by rising DDR4 prices and increased customer stocking. Operating profit nearly doubled from the previous quarter, with pre-tax...
Thursday 14 August 2025
Global DDR5 market pressured by CXMT's ramp-up
After a strong showing in the first half of 2025, driven by AI infrastructure investments and data center expansion, prices for DDR5 DRAM are projected to fall significantly in early...
Tuesday 12 August 2025
DDR4 contract prices surge in 3Q25 as Nanya and Winbond lead the rally
Tight supply of DDR4 DRAM has pushed contract prices into a sharp upward trajectory starting in the third quarter of 2025. Recently, senior procurement executives from major US-based...
Friday 8 August 2025
DDR4 price rally stalls as market shifts toward DDR5
Spot market prices for DDR4 memory, which soared during the second quarter of 2025, have begun to lose steam in the third quarter as demand from end customers shows signs of coolin...
Friday 1 August 2025
Major IPC suppliers begin new certification; DDR4 price surge expected to last until late 2025
Leading memory manufacturers have successively announced end-of-life (EOL) plans for DDR4 DRAM, with memory module vendors reporting strong order momentum from end customers in the...
Monday 28 July 2025
Who controls DDR4 now? Nanya steps in as global giants shift focus
The ongoing shortage of DDR4 memory has triggered a surge in prices. Although Taiwanese memory giant Nanya's second quarter 2025 operations posted losses that were less severe than...
Tuesday 22 July 2025
Exclusive: CXMT's DDR5/LPDDR5 upgrade challenges international manufacturers, Nanya siren concerns
Chinese memory giant CXMT is actively advancing its DDR5 and LPDDR5 DRAM process upgrades. According to supply chain sources, although CXMT has yet to enter mass production, recent...
Thursday 17 July 2025
South Korean chipmakers reportedly delay DDR4 phase-out amid supply crunch
Global memory giants are phasing out or discontinuing DDR4 DRAM production to accelerate capacity shifts toward advanced process products such as DDR5 and high-bandwidth memory (HBM),...
Wednesday 16 July 2025
Goldkey gears up for August IPO as DDR4 demand takes off
A tight supply of DDR4 DRAM has triggered a buying spree. Goldkey Technology chairman Vicky Tseng said that since May and June 2025, DDR4 spot prices have skyrocketed more than 100%,...
Saturday 12 July 2025
Nanya technology posts wider Q2 loss as Taiwan dollar strength weighs
Taiwan's Nanya Technology reported a deeper second-quarter loss despite surging memory chip demand, as currency headwinds and pricing pressures offset volume gains.