Monday 1 April 2024
DRAM spot prices slide as stocking demand cools at channel distributors
DRAM spot prices are now reversing their steady upward trend seen since the second half of 2023, beginning to decline as channel distributors are slowing down their inventory stocking...
Monday 1 April 2024
Industry observes how far AI can sustain memory price increase
Although end demand has not fully recovered, increased investment by leading cloud service providers and the upcoming launch of Huawei's new smartphone P70 are still fueling the momentum...
Friday 29 March 2024
SK Hynix sees key DRAM opportunity in HBM customization
SK Hynix is expanding the High Bandwidth Memory (HBM) contribution to its DRAM revenues and expects a deepening effect of the customization trend of HBM.
Tuesday 26 March 2024
With HBM pie too tempting, could Micron sacrifice production capacity for other memory chips?
Micron Technology has seen its orders for High Bandwidth Memory (HBM) wait to be fulfilled throughout 2025.
Monday 25 March 2024
Samsung advances towards 500-layer 3D NAND with V11 development
Samsung Electronics is intensifying its efforts in developing next-generation 3D NAND Flash technology.
Thursday 21 March 2024
YMTC promotes QLC NAND for enterprise storage
QLC NAND development will make its way into the business market, according to Yangtze Memory Technology (YMTC).
Thursday 21 March 2024
Memory chip vendors gear up for GenAI boom
Memory industry upgrades are being propelled by the soaring demand for generative AI, and chip vendors are preparing for this, according to market observers in China.
Wednesday 20 March 2024
NAND flash prices to rally through 2Q24
NAND flash prices have risen since the second half of 2023 and are expected to reach new highs in the second quarter this year, according to industry sources.
Tuesday 19 March 2024
Global top-3 memory maker status, 4Q 2023


Thursday 14 March 2024
Chinese smartphones aid in NAND prices rebound
As NAND Flash prices gradually rebound, Samsung Electronics has also begun to increase production, with reports indicating that the utilization rate of its Xi'an factory in China...
Thursday 14 March 2024
Samsung rumored to raise NAND prices by 15-20%
The memory market is gradually recovering with DRAM taking the lead, and NAND Flash is also showing signs of recovery. Samsung Electronics is reportedly increasing the utility rate...
Wednesday 13 March 2024
NAND flash contract prices to rise through 1H25, says Silicon Motion
Contract market prices for NAND flash memory will rise another 20% in the second quarter, according to Wallace Kou, president and CEO of memory device controller IC supplier Silicon...
Tuesday 12 March 2024
Backend houses upbeat about orders for memory chips
With memory chipmakers ready to scale up output, industry sources indicated that backend houses are optimistic about orders from the memory sector beginning in the second quarter...
Monday 11 March 2024
Drastic NAND price hikes could dampen demand, says Phison CEO
While the price increase caused by NAND production cuts is not a good thing, it is an encouraging development for NAND flash chip makers to regain profitability and build new fabs,...
Monday 4 March 2024
AI puts a rocket under HBM demand, SK Hynix rides the wave
The memory industry is set to exit the production cut phase as Generative AI superpowers high bandwidth memory (HBM) and DDR5 demand.
Research Report Database
Summary of Tech Supply Chain News!
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