DDR4 demand has recently surged, with memory module manufacturer Adata overwhelmed by orders. The company's current order visibility has extended through September, as customers are...
Nvidia has reportedly tapped Micron Technology as the first supplier of its next-generation small outline compression attached memory module (SOCAMM) chips, putting the US-based memory...
Taiwan-based memory module vendors Adata Technology and Team Group Inc. saw notable revenue gains in May 2025, driven by continued price increases for DRAM and NAND flash. Adata reported...
Memory manufacturers are reducing production capacity for older processes, driving DDR4 prices to skyrocket. Although Samsung Electronics' last buy order (LBO) for DDR4 was originally...
Transcend reported first-quarter 2025 sequential revenue growth of 19.2%, boosted by industrial and AI demand. Operating profit increased 49.8%, while net income fell 15.9% due to...
A sharp appreciation of the New Taiwan dollar (NT$) is pressuring Taiwan's export-focused industries, especially memory module suppliers whose contracts are largely settled in US...
US tariff policies continue to fluctuate, creating significantly increased uncertainty across technology supply chains and complicating business planning for global manufacturers,...
A looming 32% reciprocal tariff from the US on Taiwan is set to reverberate through the memory module industry, with consumer electronics demand likely to bear the brunt. Industry...
As the US-China trade war intensifies, Chinese memory module manufacturers are ramping up procurement efforts to secure inventory for at least two to three quarters. Industry insiders...
Micron Technology showcased its latest AI-optimized memory technologies at GTC 2025, unveiling advanced DRAM solutions designed for data center and high-performance computing (HPC)...
Industrial memory module specialist Innodisk has been diligently pursuing order opportunities from Chinese CSPs and network device customers and anticipates that its sales growth...
The memory market is improving, with memory module manufacturer Adata Technology indicating that spot market prices have started to rise. Contract prices are expected to reach their...
Taiwanese memory module maker Adata Technology achieved record profitability in 2024, with all four major profit indicators reaching record highs, including gross margin, operating...
The memory industry observes that advance stockpiling in response to tariffs began before the Lunar New Year. Under the pressure of future tariff increases, Chinese memory module...
