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NEWS TAGGED DRAM
Monday 25 August 2025
ADATA hits 15-year revenue high as memory market shifts
ADATA, a memory module manufacturer, recorded its best quarterly performance in more than 15 years during the second quarter of 2025. Despite an adjustment period in DDR4 shipments...
Monday 25 August 2025
SK Hynix CDO reflects on breaking Samsung’s 30-year DRAM reign
SK Hynix Inc.'s Chief Development Officer, Hyun Ahn, described the day the company became the leading global DRAM supplier as the happiest of his career. The milestone, achieved in...
Friday 22 August 2025
Nvidia's HBM supply chain to undergo major reshuffle in 2026
The high-bandwidth memory (HBM) supply landscape for Nvidia is expected to experience significant changes in 2026. Currently, about 90% of Nvidia's HBM is supplied by SK Hynix, but...
Tuesday 19 August 2025
China's memory makers adopt domestic EDA: Empyrean in spotlight
China's semiconductor sector is intensifying its localization push. As ChangXin Memory Technologies (CXMT) and Yangtze Memory Technology Corp. (YMTC) ramp up mass production of DRAM...
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...
Monday 18 August 2025
Samsung DRAM market share sinks to decade low, consumer electronics cushion the blow
Samsung Electronics' global DRAM market share slipped to 32.7% in the first half of 2025, down 8.8% from 41.5% a year earlier, according to its August 14 semiannual earnings report,...
Saturday 16 August 2025
SK Hynix expands EUV in 1c DRAM, launches faster low-power chips for AI PCs

SK Hynix is stepping up its use of extreme ultraviolet (EUV) lithography in next-generation DRAM, increasing the number of EUV layers...

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...
Friday 15 August 2025
Applied Materials warns of $500M China sales drop in Q4 FY 2025
Applied Materials reported strong third-quarter fiscal 2025 results, but warned that revenue and profit will decline sequentially in the fourth quarter as the company navigates a...
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...
Wednesday 13 August 2025
China to start mass production of domestic HBM3 chips, paving way for Huawei AI integration

China's domestic high-bandwidth memory (HBM) technology has reportedly reached a major milestone, with one of the nation's top DRAM manufacturers...

Wednesday 13 August 2025
Samsung bets big on DRAM overhaul to reclaim HBM crown
Samsung Electronics is doubling down on its bet to regain leadership in high-bandwidth memory (HBM), the ultra-fast chip architecture powering next-generation artificial intelligence...
Tuesday 12 August 2025
Micron reportedly trims China workforce, focusing on R&D and support functions
Micron Technology has reportedly launched a new round of layoffs in its China operations, starting August 11, 2025, affecting embedded research and development, testing, and technical...
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...