CONNECT WITH US
NEWS TAGGED MEMORY CHIPS
Thursday 25 September 2025
Micron joins forces with TSMC for HBM4E memory, targeting 2027 launch
Micron Technology is partnering with TSMC to develop its next-generation HBM4E memory, targeting a market debut in 2027. The US chipmaker confirmed the plan during its fiscal fourth-quarter...
Thursday 25 September 2025
Memory shortage drives BT substrate orders, boosting 4Q25 growth momentum
The memory market shortage has reignited a new wave of price increases. As supply tightens for NAND flash storage memory, traditional hard disk drives (HDD) and solid-state drives...
Thursday 25 September 2025
Samsung pushes DRAM to record highs, SK Hynix scales up, CXMT struggles on DDR5
Samsung and SK Hynix are accelerating DRAM wafer production as demand rebounds and prices climb, while China's CXMT falls behind in the DDR5 transition, limiting its ability to compete...
Wednesday 24 September 2025
Taiwan's three major science parks report chip-driven record revenue in 1H25
The National Science and Technology Council's three major science parks achieved a combined revenue of NT$2.74 trillion (approximately US$90.6 billion) in the first half of 2025,...
Wednesday 24 September 2025
China-based Longsys jumps on SOCAMM2 as Nvidia skips first-gen spec
The AI memory market is taking shape rapidly. China's Longsys has launched enterprise SOCAMM2 modules built on LPDDR5/5X, aiming to seize early opportunities in next-generation AI...
Wednesday 24 September 2025
Why your next PC or smartphone will cost more: chipmakers, suppliers raise prices amid AI frenzy
Escalating tariffs, high inflation, and a shift in supply chains to the US are driving up manufacturing costs, leaving little room for prices on consumer electronics and business...
Wednesday 24 September 2025
YMTC closes gap with global rivals: Xtacking 4.0 powers 267-layer NAND, eyes 300+
China's NAND flash race is intensifying, with Yangtze Memory Technologies (YMTC) pushing Xtacking 4.0 into mass production. The company has begun producing 267-layer 3D NAND TLC while...
Wednesday 24 September 2025
Huawei's custom HBM challenges the existing memory hegemony
China is moving aggressively into the high-performance DRAM market dominated by Samsung Electronics and SK Hynix, with its sights set on customized high-bandwidth memory (HBM). The...
Wednesday 24 September 2025
Global memory prices set to surge 15-25% in Q4 amid tightening supply
Consumers and businesses should brace for a surge in the cost of everything from smartphones to servers, as the global memory chip market stages a dramatic rebound. The industry's...
Wednesday 24 September 2025
Micron sees demand broaden; ramps 1y DRAM and manufacturing expansion plans
Micron Technology raised its 2025 outlook on stronger data center demand while keeping supply growth disciplined. Growth in PCs, smartphones, and automotive markets remains modest,...
Wednesday 24 September 2025
Micron secures six HBM4 customers as AI-driven DRAM demand grows
Micron Technology is sharpening its product roadmap to capture surging demand from artificial intelligence applications, unveiling advances in high-bandwidth memory and expanding...
Wednesday 24 September 2025
Micron sees tight DRAM supply extending into 2026 as demand from AI and servers drives pricing strength
Micron Technology expects tight DRAM supply conditions to persist into fiscal 2026, underpinning pricing strength and margin expansion. Executives highlighted robust data center and...
Wednesday 24 September 2025
Micron lifts margins and outlook, signaling tight supply-demand dynamics in memory markets
Micron reported strong fourth-quarter fiscal 2025 results with revenue and margins surging on high-bandwidth memory demand, while guidance topped expectations. Analysts hailed the...
Tuesday 23 September 2025
Samsung reportedly struggles with HBM4 yields as SK Hynix leads memory race
Samsung is betting on advanced 1c DRAM-based HBM4 technology but remains constrained by 35% yields, while SK Hynix relies on stable production and Nvidia's trust to defend its lead...
Tuesday 23 September 2025
Samsung races to supply Nvidia with HBM3E, WAT results crucial
Despite previously facing overheating issues, Samsung Electronics is preparing to supply its fifth-generation high bandwidth memory (HBM3E) to Nvidia. However, opinions within the...