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NEWS TAGGED DDR5
Tuesday 23 September 2025
China policy containment eases DDR5 price fears as Taiwan's DDR4 supply sells out
China's AI-driven supply chain expansion is reshaping the DRAM landscape. CXMT, the country's top DRAM producer, will pivot entirely to DDR5, LPDDR5, and high-bandwidth memory (HBM)...
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...
Saturday 13 September 2025
Memory shortages stretch into 2026, fueling revenue boom for Taiwanese suppliers
The global memory industry saw simultaneous growth in volume and pricing during the third quarter of 2025, with DRAM and NAND memory prices rising amid ongoing supply constraints...
Tuesday 9 September 2025
Meet ADLINK's cExpress-R8: The compact solution to demanding and diverse industrial workloads
ADLINK Technology Inc., a global leader in edge computing solutions, introduces the cExpress-R8, a COM Express COM.0 R3.1 Type 6 Compact module powered by AMD Ryzen Embedded 8000...
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...
Monday 1 September 2025
APCB faces pressure after capacity reduction, eyes boost from DDR5, optical modules in 2026
Taiwan-based PCB manufacturer APCB is launching two new products in 2025, following significant capacity downsizing in 2024. However, the company noted that the new QSFP optical module...
Monday 25 August 2025
ADATA hits 15-year revenue high as memory market shifts
ADATA, a memory module manufacturer, recorded its best quarterly performance in more than 15 years during the second quarter of 2025. Despite an adjustment period in DDR4 shipments...
Monday 18 August 2025
Huawei tests China's first HBM3 as CXMT accelerates expansion to counter supply squeeze
China's push for self-reliance in artificial intelligence (AI) semiconductors is running into fresh obstacles as Washington tightens controls on advanced memory. In response, ChangXin...
Friday 15 August 2025
China's CXMT resumes big-ticket chip investments to expand DDR5, fast-track HBM3 output
ChangXin Memory Technologies (CXMT) has restarted major facility investments to ramp up DRAM output and fast-track high-bandwidth memory (HBM) development, highlighting Beijing's...
Friday 15 August 2025
Samsung plays the long game on DDR4 as rivals exit for DDR5
Samsung Electronics is again at the center of speculation over a potential end to DDR4 DRAM production, as fresh industry reports indicate it may keep the older-generation memory...
Thursday 14 August 2025
CAMM poised to replace SO-DIMM in high-end notebooks by 2026
Despite the impact of New Taiwan dollar appreciation, connector manufacturer Argosy announced at its earnings call on August 11, 2025, that due to the continued market penetration...
Thursday 14 August 2025
GMT warns of slower 2H25 growth as tariff uncertainty persists
Global Mixed-mode Technology (GMT) expects the traditional second-half sales surge to be subdued this year, as early order pull-ins by clients in the first half could leave little...
Thursday 14 August 2025
ADATA reports triple growth in 2Q25, profit doubles; optimistic outlook for 2H25
ADATA posted strong second-quarter 2025 results, driven by rising DDR4 prices and increased customer stocking. Operating profit nearly doubled from the previous quarter, with pre-tax...
Thursday 14 August 2025
Global DDR5 market pressured by CXMT's ramp-up
After a strong showing in the first half of 2025, driven by AI infrastructure investments and data center expansion, prices for DDR5 DRAM are projected to fall significantly in early...
Tuesday 12 August 2025
DDR4 contract prices surge in 3Q25 as Nanya and Winbond lead the rally
Tight supply of DDR4 DRAM has pushed contract prices into a sharp upward trajectory starting in the third quarter of 2025. Recently, senior procurement executives from major US-based...