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NEWS TAGGED DRAM
Monday 24 March 2025
Broadcom's HBM demand reportedly spurs SK Hynix to fast-track M15X fab setup
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...
Monday 3 March 2025
Micron outpaces Samsung in DRAM race among HBM competition
Micron Technology has delivered its sixth-generation 10nm DRAM samples ahead of schedule, pressuring Samsung Electronics as it struggles with yield issues and design adjustments....
Thursday 27 February 2025
DRAM industry would have rebounded without China's output surge, says Nanya
The DRAM market is expected to remain at the industry's low point in the first half of 2025. According to Nanya Technology president, Pei-ing Lee, Chinese competitors' DRAM production...
Wednesday 26 February 2025
Micron begins shipping samples of 1γ DRAM using EUV
According to the official press release Micron Technology announced the shipment of samples of its 1γ, sixth-generation (10nm-class) DRAM-based DDR5 memory to ecosystem partners...
Wednesday 26 February 2025
DeepSeek disrupts AI landscape, igniting edge computing, and memory demand, says Silicon Motion CEO
DeepSeek's emergence is accelerating edge AI adoption, challenging the reliance on Nvidia's ecosystem. Silicon Motion CEO Wallace Kou sees its rise as a shift in AI development strategy...
Wednesday 26 February 2025
Macronix, TSRI announce new 3D DRAM technology
The Taiwan Semiconductor Research Institute (TSRI), under the National Science and Technology Council (NSTC), announced at a press conference held by Taiwan's National Applied Research...
Monday 24 February 2025
Apacer forecasts NAND and DRAM price rebound by 2Q25 amidst shifting market dynamics
Apacer CEO C.K. Chang believes that the drop in NAND Flash and DRAM prices is almost over, with little room for further declines. Prices are expected to rise in the second quarter,...
Monday 24 February 2025
Samsung to launch LPW DRAM in 2028, touted as 'mobile HBM' for on-device AI
As AI applications advance, the demand for high-performance and energy-efficient memory is growing across on-device AI, high-performance computing (HPC), and data centers. In response,...