CONNECT WITH US
NEWS TAGGED DRAM
Thursday 26 June 2025
Micron eyes US$10.7 billion in 4QFY25 on AI, HBM momentum
Micron posted record DRAM and data center revenue in the third quarter of fiscal 2025, fueled by strong HBM demand and AI-driven growth. The company expects fourth-quarter fiscal...
Thursday 26 June 2025
Micron projects record revenue, but analysts split on outlook
Micron reported a 36.6% year-over-year revenue jump to US$9.3 billion in the third quarter of fiscal 2025, fueled by strong DRAM demand and AI momentum. While some analysts view the...
Thursday 26 June 2025
Micron ships HBM4 samples to customers, anticipates DDR4 shortage after EOL notice
Micron is doubling down on HBM as a core growth driver, reporting strong momentum in its HBM3E ramp and laying out a clear roadmap for its next-generation HBM4 products.
Thursday 26 June 2025
SK Hynix expands DRAM dominance with new chip packaging plant in South Korea
SK Hynix said it plans to construct a new semiconductor backend facility in Cheongju, North Chungcheong Province, marking its seventh such plant in South Korea, as the company moves...
Wednesday 25 June 2025
China’s 618 shopping festival fails to ignite memory market as prices outpace demand

China's annual 618 mid-year shopping festival — once a bellwether of consumer strength — wrapped up with mixed results this...

Tuesday 24 June 2025
Samsung to expand 1c DRAM production in 2H25 after significant yield improvements
Samsung Electronics will begin expanding investment in sixth-generation 10nm-class DRAM (1c DRAM) production starting in the second half of 2025. Industry observers interpret this...
Monday 23 June 2025
Samsung targets HBM comeback as DRAM leadership slips to rival
Samsung Electronics wrapped up its global strategy meeting with the Device Solutions division, outlining plans to regain ground in high-bandwidth memory and foundry operations. The...
Monday 23 June 2025
Adata order visibility extends to September thanks to strong DRAM demand and long-term orders
DDR4 demand has recently surged, with memory module manufacturer Adata overwhelmed by orders. The company's current order visibility has extended through September, as customers are...
Saturday 21 June 2025
DDR4 prices spike as Nanya sells out 3Q25 output, supply chains brace for 4Q25 crunch
A global surge in demand for DDR4 memory chips is driving prices sharply higher as major DRAM manufacturers reduce legacy production and supply chain constraints push third-quarter...
Friday 20 June 2025
Samsung and SK Hynix reportedly accelerate VCT DRAM development as stepping stone to 3D DRAM
Samsung and SK Hynix are advancing vertical channel transistor (VCT) technology through 4F² DRAM prototypes as a transitional step toward 3D DRAM, while Micron is bypassing VCT...
Friday 20 June 2025
Micron challenges South Korean rivals with SOCAMM breakthrough and PTI support
As competition intensifies in the high-end memory market, Micron has taken the lead over South Korean competitors by becoming the first memory supplier for Nvidia's next-generation...
Friday 20 June 2025
HBM divide deepens: SK Hynix diversifies, Samsung pulls in-house
SK Hynix is doubling down on diversifying its supply chain for thermal compression bonding (TCB) equipment, crucial for producing high-bandwidth memory (HBM), while Samsung Electronics...
Wednesday 18 June 2025
CXMT targets 2027 HBM3E launch as China races to close HBM gap
China continues to lag behind memory giants SK Hynix, Micron, and Samsung Electronics in developing high bandwidth memory (HBM) technology. Although US export controls on semiconductor...
Monday 16 June 2025
US fab ambitions run into red tape and local resistance
The CHIPS and Science Act has unlocked tens of billions in federal subsidies to reshore semiconductor manufacturing in the US. Yet, major projects by leading chipmakers are being...
Saturday 14 June 2025
Samsung to benefit from soaring DDR4, LPDDR4 prices in 2Q25
The recent increase in mature process DRAM prices is expected to boost Samsung Electronics' DRAM business revenue, offsetting the sluggishness in its high bandwidth memory (HBM) business...