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NEWS TAGGED DRAM
Wednesday 2 April 2025
CXMT DDR4 price hike on table as memory market stabilizes
The memory market has shown signs of stabilization after a notable downturn, with recent price increases indicating a positive shift. This transition comes in the wake of manufacturers...
Tuesday 1 April 2025
Memory supply tightens: Why forecasts matter more than inventory
The memory market is undergoing a significant transformation as suppliers pivot from traditional inventory-based models to forecast-driven production.
Monday 31 March 2025
Micron initiates price increase; Samsung and SK Hynix may follow suit
Following the announcement of a price increase by Micron, the world's third-largest DRAM manufacturer, South Korean media analysis indicates that the other two major DRAM players,...
Friday 28 March 2025
SK Hynix to finalize 2026 HBM production target by mid-2025 amid rising AI demand
SK Hynix announced during its 77th shareholders' meeting that it will determine product volume for its high bandwidth memory (HBM) lineup in the first half of 2025. CEO Noh-Jung Kwak...
Wednesday 26 March 2025
Micron breaks the 'memory wall' with Nvidia: SOCAMM, HBM3E now shipping
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)...
Tuesday 25 March 2025
Memory contract prices to rise
According to industry sources, all major memory chipmakers aim to boost their quotes for the second quarter of 2025, resulting in a change towards a more bullish market attitude.
Tuesday 25 March 2025
Strong HBM memory demand drives WFE market revenue in 2024
According to Counterpoint Research, robust HBM DRAM memory demand and a surge in advanced logic/foundry momentum in the latter half of 2024 propelled a 9% year-over-year growth in...
Monday 24 March 2025
SK Hynix to pull M15X fab timeline forward by two months
SK Hynix is reportedly accelerating equipment installation at its M15X fab in Cheongju, South Korea, moving the original timeline forward from December to October in response to surging...
Friday 21 March 2025
Micron to pass on tariff costs to US customers
Micron's strong second-quarter earnings, driven by surging data center and HBM demand, signal a memory market recovery. Exceeding revenue estimates and forecasting continued growth,...
Friday 21 March 2025
Micron HBM revenue tops billion dollars amid expansion plans
Micron's HBM revenue exceeded US$1 billion this quarter. The company expects multibillion-dollar HBM revenue by 2025 and plans to start HBM4 production in 2026 while expanding capacity...
Wednesday 19 March 2025
SK Hynix launches early 12-layer HBM4 samples, eyes H2 production
SK Hynix announced on March 19 that it has begun delivering early samples of its new 12-layer HBM4 ultra-high performance DRAM for AI applications to key clients.
Wednesday 19 March 2025
Memory prices to hit bottom and rebound, says Adata
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...
Friday 14 March 2025
Global top-3 memory maker status, 4Q24

Introduction

Friday 14 March 2025
Micron leads sixth-generation DRAM samples, but EUV strategy could determine future DRAM race
In late February, Micron announced it had shipped samples of its sixth-generation DRAM (1γ DRAM), becoming the first in the industry to do so. However, its design and manufacturing...
Friday 7 March 2025
Chinese memory makers gaining market share by copying strategy of South Korean leaders
The South Korean firms' strategy of expanding investment into a crisis-stricken market succeeded in sending them to the top of the global memory market. However, Chinese memory makers...