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NEWS TAGGED DRAM
Monday 20 January 2025
Rise of China's memory chip industry challenges the market
New players are joining the supply chain competition as China's major memory chip manufacturers have rapidly developed. It seems to challenge the market positions of Samsung Electronics,...
Monday 20 January 2025
US curbs on Chinese semiconductors seen benefiting South Korean firms
The US government has unveiled new semiconductor export restrictions aimed at China, potentially disrupting ChangXin Memory Technologies (CXMT) while favoring Samsung Electronics,...
Wednesday 15 January 2025
Panram eyes automotive growth, seeks partnerships to offset DDR4 revenue decline
In the fourth quarter of 2022, Kingston Technology's divestment from Panram International and subsequent board departure triggered market concerns, prompting Panram to initiate significant...
Tuesday 14 January 2025
Nanya sees DRAM market recovery starting 2Q25
Nanya Technology, a Taiwan-based DRAM memory producer, forecasts a market comeback starting in the second quarter of 2025, noting that demand has likely reached its low point.
Monday 13 January 2025
Nanya Tech posts US$47 million loss in 2024 amid DRAM downturn
Due to unfavorable memory market conditions and a sluggish consumer market, Nanya Technology experienced a contraction in both volume and pricing for dynamic random-access memory...
Monday 13 January 2025
Enterprise SSD prices decline as Samsung, SK Hynix rethink NAND production
The enterprise solid-state drive (eSSD) market is facing potential price declines, raising questions in South Korea about whether Samsung Electronics and SK Hynix will revise their...
Thursday 9 January 2025
Formation vs. dissolution: Samsung, SK Hynix take divergent EUV strategies
Samsung Electronics has reportedly launched a new EUV Task Force (TF) to enhance its extreme ultraviolet (EUV) technology and improve yields for advanced nodes like 3nm processes...
Thursday 9 January 2025
SK Hynix denies reports on plans to expand HBM DRAM production by 70%
Global memory leaders Samsung, SK Hynix, and ChangXin Memory Technologies (CXMT) are ramping up DRAM production this year, fueling market competition. While oversupply is expected...
Wednesday 8 January 2025
Adata achieves 2024 revenue target, reaches new high
Memory module giant Adata reported that its consolidated revenue for December 2024 declined by 17% month-over-month. Yet, it successfully met its annual revenue target of NT$40 billion...
Wednesday 8 January 2025
US blacklists Chinese DRAM maker CXMT as warning rather than substantive measure
ChangXin Memory Technologies (CXMT) has been added to the US blacklist of entities allegedly tied to the Chinese military, which industry observers view as a warning rather than a...
Tuesday 7 January 2025
China's 3-pronged subsidy strategy fuels DRAM push
China is sharpening its focus on the memory chip industry, with DRAM leader Changxin Memory Technologies (CXMT) driving major production expansions and next-generation product development,...
Tuesday 7 January 2025
Memory oversupply may occur in 1H25 due to slowing server demand in China
The memory industry may be ensnared by an oversupply in the first half of 2025, as server demand in China is experiencing a decline, according to industry sources.
Tuesday 7 January 2025
US govt boosts Micron's automotive and defense DRAM production as major players exit niche market
While the US semiconductor revival extends beyond Intel's prominent efforts, it critically depends on Micron, the country's sole memory chip manufacturer, expanding its domestic production...
Friday 3 January 2025
Generic memory slump to persist through 2025 as China's capacity expansion becomes a key factor
South Korea's memory sector faces a slump in the generic memory market due to weakening demand in smartphones and PCs, contrasting with the strong growth of high-bandwidth memory...
Thursday 2 January 2025
Samsung bets on high-value memory to counter CXMT amid DRAM slump
Samsung Electronics' Device Solutions (DS) division is revising its production strategy as falling DRAM prices and weak IT demand weigh on profits. South Korean securities firms have...