News tagged DRAM at DIGITIMES

NEWS TAGGED DRAM

Friday 19 December 2025

Brands cut specs and raise prices as memory supply turns scarce

Memory prices are surging, sending shockwaves through the supply chain as suppliers prioritize higher-margin cloud and AI server demand. Rising procurement costs are squeezing downstream...

Friday 19 December 2025

Memory shortage drives price hikes in China's PC and smartphone markets

China's 3C market has been reporting successive price hikes despite a sluggish macroeconomic environment and deflationary pressure. Xiaomi, followed by Honor, Lenovo, and Dell, have...

Friday 19 December 2025

SK Hynix accelerates US$15B M15X expansion as equipment move-in kicks off

SK Hynix is accelerating the build-out of its M15X memory chip plant in Cheongju, South Korea, as the company installs manufacturing tools and moves into the final engineering phase...

Thursday 18 December 2025

Samsung and SK Hynix push PIM-enabled memory to address AI bottlenecks

As AI inference workloads grow and models expand rapidly, Samsung Electronics and SK Hynix are advancing high-bandwidth memory (HBM) technologies while integrating processing-in-memory...

Thursday 18 December 2025

SK hynix First to Complete Intel Data Center Certification for 256GB DDR5 RDIMM

Seoul, December 18, 2025 – SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has become the first in the industry to complete the Intel...

Thursday 18 December 2025

Micron hikes FY26 capex to US$20b to accelerate HBM and US fab output

Micron Technology is ramping up capital spending to address tightening memory supply, raising fiscal 2026 capex to about US$20 billion as it accelerates investments in high-bandwidth...

Thursday 18 December 2025

Micron's blowout quarter underscores tightening memory supply and rising AI leverage

Micron Technology's latest financial results point to a deepening structural upswing in the memory market, with AI-driven demand pushing pricing, margins, and investment plans higher,...

Tuesday 16 December 2025

Apple braces for DRAM cost surge as Korean suppliers reprice contracts

Apple is facing renewed cost pressure as its long-term DRAM supply contracts with South Korean memory makers approach expiry in January 2026, heightening concerns that higher component...

Monday 15 December 2025

Micron's DDR5 outsourcing ramp redraws memory packaging trajectories through 2026

Memory demand remains overheated and supply tight, driving upstream manufacturers to lift utilization while majors such as Micron pivot toward customized, higher value-added output...

Monday 15 December 2025

SK Hynix reportedly eyes specialty DRAM manufacturing to fend off China memory surge

SK Hynix's rumored plan to enter low-power DRAM contract manufacturing for the first time is drawing industry attention, amid speculation that the move is driven by intensifying competition...

Friday 12 December 2025

Samsung reportedly accelerates Pyeongtaek expansion to ramp up HBM4 and 1c DRAM production

Samsung Electronics is reportedly accelerating construction at its Pyeongtaek semiconductor complex to expand production of next-generation...

Friday 12 December 2025

Samsung's TM Roh to reportedly hold surprise CES meeting with Micron CEO on DRAM supply

Samsung Electronics is reportedly preparing for urgent negotiations with Micron Technology at CES 2026 in Las Vegas, as surging mobile DRAM prices and tightening supply threaten to...

Tuesday 9 December 2025

Samsung moves up Pyeongtaek Phase 4 timeline in aggressive HBM4 push

Samsung Electronics, fresh off completing sixth-generation HBM4 development, is reportedly accelerating DRAM capacity expansion in a renewed effort to reclaim leadership in AI memo...

Tuesday 9 December 2025

SK Hynix pivots to general-purpose DRAM with tenfold 1c capacity surge

Rumors have risen that SK Hynix is accelerating the expansion of its 10nm-class sixth-generation 1c DRAM capacity. Previously, to concentrate on producing high-bandwidth memory (HBM),...

Tuesday 9 December 2025

Samsung's HBM4 edge fuels foundry recovery

Samsung Electronics, with its sixth-generation high-bandwidth memory (HBM4), uses base dies produced by Samsung Foundry. As Samsung's HBM4 competitiveness rises, the market expects...

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