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Monday 22 September 2025
Samsung to hike DRAM prices up to 30% in 4Q25 as shortage bites

Samsung Electronics will raise contract prices for DRAM and NAND flash in the fourth quarter of 2025, industry sources told Newdaily.co.kr...

Monday 22 September 2025
Weekly news roundup: Micron halts NAND and DRAM quotes; Nvidia shifts quantum strategy, memory prices soar on AI demand
Below are the most-read DIGITIMES Asia stories from the week of September 15–September 21.
Sunday 21 September 2025
Phison resumes quotes as NAND flash prices surge 10% on AI SSD boom
NAND flash prices are climbing alongside the broader memory recovery. Micron and Phison Electronics suspended quotations, sparking expectations of further hikes. Sources say Phison...
Friday 19 September 2025
Samsung gains edge as Micron falters on Nvidia's HBM4 demands
As Nvidia raises the performance threshold for fourth-generation high-bandwidth memory (HBM4), reports suggest that Micron Technology may be struggling to meet these standards. Industry...
Wednesday 17 September 2025
Memory prices surged in 4Q25, defying seasonal trends as AI drives demand
Driven by strong AI demand, memory contract prices for NAND and DRAM rose sharply by an estimated 15-20% in the fourth quarter of 2025, breaking traditional year-end price decline...
Monday 15 September 2025
Japan grants up to JPY536 billion subsidy to Micron for advanced DRAM production
The Ministry of Economy, Trade and Industry (METI) of Japan announced on September 12, 2025, that it will provide Micron Technology with subsidies amounting to as much as JPY536 billion...
Monday 15 September 2025
Nvidia reportedly moving forward with SOCAMM2, Korean memory giants set to gain
Nvidia has reportedly abandoned its initial SOCAMM1 low-power DRAM module for AI workloads, shifting focus to SOCAMM2 with faster speeds and broader supplier collaboration, including...
Monday 15 September 2025
Exclusive: Micron halts NAND and DRAM quotes after SanDisk price hike, sharper increases looming
Memory manufacturers are swiftly following SanDisk's announcement of a 10% price increase for NAND products, signaling a broader industry move toward higher pricing amid expected...
Saturday 13 September 2025
Micron courts Trump policies to challenge Korean memory giants
Micron Technology is reportedly deepening its ties with the Trump administration to secure a stronger foothold in the global semiconductor market. According to South Korean media,...
Tuesday 9 September 2025
Dell reportedly initiates third round of China layoffs, impacting Shanghai and Xiamen
Dell has reportedly launched a new wave of layoffs in China, affecting departments including the EMC storage division and the Client Solution Group (CSG), primarily concentrated in...
Tuesday 9 September 2025
HBM race intensifies: Micron’s yield confidence fuels supply chain bets
The high bandwidth memory (HBM) market has become one of the most competitive arenas in the semiconductor industry, with Micron Technology signaling its confidence in its position...
Monday 8 September 2025
Micron targets Galaxy LPDDR5X, pressuring Samsung supply
Micron Technology is rumored to be significantly increasing its share of low-power DRAM supply for Samsung Electronics' Galaxy S series smartphones. South Korean industry insiders...
Saturday 6 September 2025
Micron bets on culture and ecosystem strength in high-stakes HBM battle
Micron is sharpening its case in the high-bandwidth memory (HBM) market, where it faces entrenched rivals and rising competition.
Friday 5 September 2025
Samsung and SK Hynix reportedly delay DDR4 phase-out as older chips prove more profitable than DDR5
Samsung Electronics and SK Hynix are reportedly pushing back plans to phase out DDR4 DRAM, extending production until 2026 after prices for the older chips surged past next-generation...
Tuesday 2 September 2025
SK Hynix expected to outpace Samsung, Micron in HBM share
SK Hynix is expected to retain more than half of the global high-bandwidth memory (HBM) market through at least 2027, cementing its role as Nvidia's top supplier while broadening...