NEWS TAGGED DRAM
Wednesday 24 December 2025
PC giants rush to lock in memory supply as prices surge toward a new supercycleAs the global memory market enters its sharpest price upswing in nearly five years, one top-tier PC maker has moved quickly to lock in supply, dispatching senior executives to negotiate...
Wednesday 24 December 2025
Exclusive: Samsung slows DDR4 phase-out, reportedly requires NCNR contracts for server customersMemory giant Samsung Electronics is slowing its planned DDR4 DRAM production phase-out in the fourth quarter of 2025 amid surging market prices and tightening supply. Sources say...
Wednesday 24 December 2025
Taiwan advances 'dream memory' R&D beyond DRAM for AI eraOnce a low-cost commodity underpinning global computing, dynamic random-access memory (DRAM) has become a strategic chokepoint as AI-driven demand reshapes supply chains. With prices...
Wednesday 24 December 2025
ENE Technology warns DDR shortage may hit revenue, eyes drones for growthENE Technology said persistent shortages of DDR memory could weigh on revenue over the next two quarters, as tight supplies of DRAM and storage chips continue to pressure notebook...
Tuesday 23 December 2025
Samsung reportedly secures over 60% of iPhone 17 DRAM supply, extends lead to iPhone 18Samsung Electronics has reportedly become the largest supplier of mobile DRAM for Apple's iPhone 17, a trend expected to continue with the upcoming iPhone 18. Industry analysts attribute...
Monday 22 December 2025
Etron founder sees Moore's Law rebound as memory crunch stretches to 2027Etron Technology founder Nicky Lu says the boom in AI is accelerating semiconductor innovation and restoring the momentum of Moore's Law, even...
Sunday 21 December 2025
Notebook shipments expected to defy slow season in 1H26Rising memory prices are prompting end customers to procure notebooks early, a shift that is expected to keep shipments steadier than...
Saturday 20 December 2025
Samsung reveals sub-10nm DRAM breakthrough targeting 0a, 0b nodesSamsung Electronics has unveiled a key technology pathway for sub-10nm DRAM, offering a rare public look at how the company plans to push memory scaling beyond current 10nm-class...
Friday 19 December 2025
Brands cut specs and raise prices as memory supply turns scarceMemory prices are surging, sending shockwaves through the supply chain as suppliers prioritize higher-margin cloud and AI server demand. Rising procurement costs are squeezing downstream...
Friday 19 December 2025
Memory shortage drives price hikes in China's PC and smartphone marketsChina's 3C market has been reporting successive price hikes despite a sluggish macroeconomic environment and deflationary pressure. Xiaomi, followed by Honor, Lenovo, and Dell, have...
Friday 19 December 2025
SK Hynix accelerates US$15B M15X expansion as equipment move-in kicks offSK Hynix is accelerating the build-out of its M15X memory chip plant in Cheongju, South Korea, as the company installs manufacturing tools and moves into the final engineering phase...
Thursday 18 December 2025
Samsung and SK Hynix push PIM-enabled memory to address AI bottlenecksAs AI inference workloads grow and models expand rapidly, Samsung Electronics and SK Hynix are advancing high-bandwidth memory (HBM) technologies while integrating processing-in-memory...
Thursday 18 December 2025
SK hynix First to Complete Intel Data Center Certification for 256GB DDR5 RDIMMSeoul, December 18, 2025 – SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has become the first in the industry to complete the Intel...
Thursday 18 December 2025
Micron hikes FY26 capex to US$20b to accelerate HBM and US fab outputMicron Technology is ramping up capital spending to address tightening memory supply, raising fiscal 2026 capex to about US$20 billion as it accelerates investments in high-bandwidth...
Thursday 18 December 2025
Micron's blowout quarter underscores tightening memory supply and rising AI leverageMicron Technology's latest financial results point to a deepening structural upswing in the memory market, with AI-driven demand pushing pricing, margins, and investment plans higher,...
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- TEL Taiwan shake-up: Chairman and president replaced following legal scrutiny
- Taiwan's AI Basic Act passed, but poses further questions about AI regulations
- Exclusive: Samsung slows DDR4 phase-out, reportedly requires NCNR contracts for server customers
- TSMC's N-2 restrictions hand Samsung US advanced chip opening
- Moore Threads challenges Nvidia as S5000 targets Hopper-class LLM training