Wednesday 31 May 2023
SK Hynix begins compatibility testing for 1bnm DDR5 server DRAM
SK Hynix has completed the development of 1bnm, the fifth generation of its 10nm process technology, and the company and Intel have launched a joint evaluation and validation of 1bnm...
Wednesday 24 May 2023
DDR5 prices soon to stop falling
DDR5 memory will be the first of all memory categories to see prices stop falling and start rebounding, according to sources at memory module houses.
Friday 19 May 2023
Samsung starts mass production 12nm DDR5 DRAM
Samsung Electronics has announced mass production of 16-gigabit (Gb) DDR5 DRAM chips built using the company's 12nm-class process technology.
Tuesday 16 May 2023
SK Hynix takes temporary lead in DDR5 market, real competition to come after Samsung ramp-up
The top two semiconductor suppliers in South Korea, Samsung Electronics and SK Hynix, both reported big net losses in 1Q23. Facing a sluggish memory market, they are counting on the...
Monday 15 May 2023
Memory prices in a tug-of-war between suppliers and customers in 2Q23
Memory products will remain a buyer's market in the short term as inventory levels at suppliers are still at historical highs, and prices are caught in a tug-of-war between both suppliers...
Monday 8 May 2023
DDI firm Fitipower cautious about 2H23 market prospects
Fitipower Integrated Technology, a Foxconn Group affiliate specializing in display driver ICs (DDI), has expressed caution about its market prospects for the second half of 2023.
Wednesday 3 May 2023
DDR5 memory prices soon to stop falling
DDR5 memory price drops have decelerated and are about to halt due to supply-side constraints, according to sources at memory module makers.
Friday 28 April 2023
New processors supporting DDR5 to stimulate PMIC demand in 2024
The latest Intel and Advanced Micro Devices (AMD) processors supporting the DDR5 memory specification are unlikely to stimulate related power management IC (PMIC) demand until 2024,...
Wednesday 26 April 2023
SK Hynix remains in the red, sees sales rebound ahead
SK Hynix saw its operating loss widen to about KRW3.4 trillion (US$2.54 billion) in the first quarter of 2023 from KRW1.9 trillion in the prior quarter, when revenue declined 34%...
Wednesday 26 April 2023
Server DDR5 prices to drop 13–18% in 2Q23
New server platforms, such as Intel Sapphire Rapids and AMD Genoa, are about to enter mass production. However, recent market reports indicate a PMIC compatibility issue with server...
Wednesday 29 March 2023
Micron sees fiscal 2Q23 revenue fall within guidance, improvement in customer inventory
Micron Technology's revenue fell 53% year on year to US$3.69 billion in the fiscal second quarter that ended on March 2, 2023, coming within the company's guidance range. The memory...
Thursday 16 March 2023
DDR5 penetration stalls, delaying demand for related PMIC
Since PCs and servers are adopting DDR5 memory more slowly than anticipated, related conventional power management IC (PMIC) demand is unlikely to increase with improved visibility...
Tuesday 14 March 2023
DDR5 penetration remains slow
The market penetration of DDR5 memory has been slower than expected and will continue to be so throughout the first half of 2023, as consumer spending power remains constrained, according...
Friday 3 March 2023
Global DRAM revenue falls over 30% in 4Q22, says TrendForce
Revenue of the global DRAM memory market declined 32.5% sequentially to US$12.28 billion in the fourth quarter of 2022, according to TrendForce. The decline compares to a decrease...
Thursday 23 February 2023
DRAM prices to hit bottom in 1Q23, says Nanya
First-quarter 2023 will be the bottom for DRAM memory prices, according to Nanya Technology, a Taiwan-based DRAM chipmaker.
Research Report Database
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