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    NEWS TAGGED DDR5
    Monday 1 December 2025
    CXMT narrows DRAM gap; market impact may be smaller than expected?
    China's memory manufacturer CXMT, backed by government support, shifted to high-end technology development from 2025 and has introduced multiple next-generation DRAM products within...
    Saturday 29 November 2025
    CXMT's high-end DRAM push narrows China's gap with South Korea to one year
    China's leading DRAM maker CXMT has unveiled new DDR5 and LPDDR5X chips with performance now viewed as comparable to Samsung Electronics and SK Hynix. The launch has unsettled South...
    Tuesday 25 November 2025
    Innodisk says flash price surge accelerates in 4Q25
    As the global memory shortage intensifies, Innodisk chairman Randy Chien stated that the trend for 2026 will be simultaneous shortages in DRAM and NAND Flash, while edge AI applications...
    Tuesday 25 November 2025
    Commentary: When CXMT stops following and starts defining the PC-server memory race
    The global memory market is once again nearing an inflection point. With AI workloads spreading across end devices, DRAM has turned into the central bottleneck dictating shipment...
    Tuesday 25 November 2025
    DRAM and NAND shortages intensify, forcing major manufacturers to ration shipments

    Simon Chen, chairman and CEO of ADATA Technology, stated that demand for DRAM and NAND flash has far outpaced production, with DDR5 prices...

    Monday 24 November 2025
    DDR5 breakthrough: CXMT showcases 8000Mbps memory at IC China 2025

    China's memory maker CXMT used this year's IC China 2025 expo to debut its new DDR5 product line, signalling its most assertive push...

    Monday 24 November 2025
    Nvidia's move into mobile memory sparks supply and price concerns
    Nvidia plans to incorporate mobile-grade LPDDR memory into future AI servers, a shift that could trigger a severe supply squeeze and drive prices significantly higher through 2026...
    Monday 24 November 2025
    Nvidia shifts to LPDDR for AI servers, Samsung poised to benefit most
    Nvidia is reportedly adopting low-power DDR (LPDDR) memory in its servers to enhance power efficiency, marking a major shift in memory architecture. Industry analysts suggest this...
    Friday 21 November 2025
    Nvidia shift to LPDDR triggers supply scramble across AI and mobile sectors
    Nvidia's strategic move toward low-power memory for its AI server lineup has set off a procurement scramble across the global tech supply chain. After the company released its fiscal...
    Thursday 20 November 2025
    Samsung regains DRAM leadership from DDR5 surge
    In observing surging DDR5 prices, securities analysts predict that DDR5 profits in 2026 could surpass those of HBM. According to Newsis, Samsung Electronics raised contract...
    Wednesday 19 November 2025
    ADATA forecasts tight memory supply through 2026 amid rising DDR5 prices
    Memory module manufacturer ADATA Technology Co. predicts the tight memory supply situation will continue through 2026, raising concerns about possible shipment reductions in consumer...
    Saturday 15 November 2025
    Memory panic buying grips tech industry as shortage extends to 2027
    The memory buying surge escalated into the fourth quarter of 2025, sparking panic purchases across the supply chain. According to market sources, brands and system vendors such as...
    Friday 14 November 2025
    Global Mixed-mode Technology eyes 2026 DDR5 and DDR4 demand crossover
    Global Mixed-mode Technology (GMT) held its earnings call on November 12, 2025, revealing that early customer stocking in the first half of 2025 dampened the traditional peak season...
    Friday 14 November 2025
    DDR5 becomes 2026 standard, and power-control overhaul lifts passive component market
    The memory market's ongoing shortage-and-price surge continues to accelerate, lifting the broader sector and boosting earnings for DRAM manufacturers, module suppliers, memory packaging...
    Friday 14 November 2025
    HBM's breakneck rise is draining DRAM supply, repricing the smartphone sector
    The global AI boom is driving up smartphone and tablet production costs, as memory suppliers divert more capacity toward high-bandwidth memory (HBM) for AI accelerators. Samsung Electronics...
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