Monday 7 August 2023
Winbond slowing output cut, to equip new plant in 4Q23
The 30–40% reduction in output at Winbond Electronics' wafer fab in Taichung (central Taiwan) has been reduced to less than 20%, and the memory chipmaker plans to begin installing...
Friday 4 August 2023
DRAM and NAND flash oversupply improving
The surplus of DRAM and NAND flash memory has dramatically improved since the third quarter, with the oversupply ratio likely to turn negative as early as the fourth quarter, according...
Friday 28 July 2023
Samsung on track to expand memory production cutbacks in 2H23
Samsung Electronics is on track to expand production cutbacks on both DRAM and NAND flash chips to accelerate a memory market rebound in the second half of 2023, after its Device...
Tuesday 25 July 2023
DRAM contract prices to be stable in 3Q23
DRAM contract prices are expected to remain stable in the short term as most of the memory chip suppliers have managed to prevent significant cuts to their prices in their negotiations...
Friday 21 July 2023
Samsung sucessfully developed a new-gen graphics DRAM to strengthen GDDR advantage
Samsung Electronics recently announced the successful development of a new generation of graphics DRAM, which can significantly improve data processing speed and reduce power consumption...
Thursday 20 July 2023
Samsung develops GDDR7 DRAM
Samsung Electronics has announced the development of what it claims is the first GDDR7 DRAM in the industry. It will first be installed in next-generation systems of key customers...
Thursday 20 July 2023
DDR5 memory prices rise slightly
DDR5 memory has recently shown a modest increase, indicating that the market price is about to enter the stage of recovering from its lowest point, according to industry sources.
Tuesday 18 July 2023
SK Hynix to brace for market segmentation amid its Chinese business crisis
SK Hynix, despite previously denying rumors of withdrawing from its operations in China, has acknowledged that the recovery of the Chinese market has fallen short of expectations...
Thursday 13 July 2023
Vision Pro's specialized DRAM reported to be exclusively supplied by SK Hynix
It is reported that SK Hynix will be exclusively supplying the specialized DRAM required for Apple's next-gen MR device Vision Pro. Following its venture into high bandwidth memory...
Tuesday 11 July 2023
DRAM likely to reach supply-demand equilibrium in 4Q23
The DRAM market is expected to attain equilibrium between supply and demand in the fourth quarter of 2023, according to industry sources.
Monday 10 July 2023
Winbond, Macronix post sequential revenue increases in 2Q23
Taiwan-based memory chipmakers Winbond Electronics and Macronix International both saw sequential revenue gains in the single digits in the second quarter.
Monday 10 July 2023
Samsung sees DRAM output fall to 2-year low
Samsung Electronics has seen its average monthly DRAM output fall to a two-year low, and is expected to sustain its production reduction strategy till 2024 and slow down investment...
Friday 7 July 2023
NAND flash ASPs to fall 3-8% in 3Q23, says TrendForce
OEMs have maintained their efforts to cut production. Despite this, it is expected that the NAND flash market will continue to experience an oversupply in the third quarter of 2023,...
Monday 3 July 2023
DRAM prices likely bottomed out but NAND remains in doldrums
The memory industry has been in an oversupply slump for more than a year due to a sharp freeze in demand. The recovery of demand in the end-use market will depend on the strength...
Friday 30 June 2023
Drops in memory contract prices to slow in 3Q23
Contract market prices for DRAM and NAND flash memory will continue to fall in the third quarter of 2023, albeit at a reduced rate, according to industry sources.
Next-Gen Intelligence
Global server shipment forecast and industry analysis, 2022
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Global tablet demand stays in stagnation in 2Q23 and 2H23, says DIGITIMES Research
China smartphone AP shipments rise sequentially in 2Q23 and 3Q23, says DIGITIMES Research