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NEWS TAGGED DRAM
Tuesday 2 September 2025
China's YMTC moves into DRAM, teams with CXMT to target HBM market
Yangtze Memory Technologies Corp. (YMTC), China's largest NAND flash producer, is expanding into the DRAM sector as part of Beijing's broader drive to compete in advanced memory markets...
Tuesday 2 September 2025
SK Hynix expected to outpace Samsung, Micron in HBM share
SK Hynix is expected to retain more than half of the global high-bandwidth memory (HBM) market through at least 2027, cementing its role as Nvidia's top supplier while broadening...
Tuesday 2 September 2025
US strips Samsung, SK Hynix of China exemptions, dealing major blow to Korean chipmakers
The US Commerce Department plans to revoke long-standing waivers that have allowed Samsung Electronics and SK Hynix to operate their Chinese chip plants using American equipment....
Monday 1 September 2025
DDR4 demand eases at high levels, contract prices climbing through year-end
Memory spot prices surged in the second quarter of 2025 but have since stabilized at high levels. DDR4 supply remains constrained, yet the earlier rush to secure inventory has eased,...
Thursday 28 August 2025
Micron CEO reportedly meets Samsung's MX division head, bolstering grip on Galaxy's DRAM supply
Micron is tightening its grip on Samsung's flagship smartphone supply chain, even as the South Korean tech giant works to steady its own memory production business.
Thursday 28 August 2025
SK hynix Starts Supplying Mobile DRAM with Highly Efficient Heat Dissipation
SK hynix Inc. announced today that it has started supplying mobile DRAM products with highly efficient heat dissipation by adopting the High-K Epoxy Molding Compound material for...
Tuesday 26 August 2025
NOR flash prices set to surge in 4Q25 on cost pressures, supply constraints

After months of sluggish demand and weakened pricing, the NOR Flash memory market appears poised for a significant turnaround, particularly...

Monday 25 August 2025
Samsung and SK Hynix slash NAND spending as SK Hynix unveils 321-layer breakthrough
Samsung Electronics and SK Hynix are reportedly pulling back on investments in advanced NAND flash memory as weak demand and rising costs push them to concentrate on higher-margin...
Monday 25 August 2025
Battle for HBM4 dominance: HBM capacity expected to reach 400,000 units by year-end
High bandwidth memory (HBM) has reshaped the global DRAM industry landscape, fueled by a surge in AI demand over the past three years. Nvidia's next-generation AI accelerator "Rubin"...
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 25 August 2025
SK Hynix CDO reflects on breaking Samsung’s 30-year DRAM reign
SK Hynix Inc.'s Chief Development Officer, Hyun Ahn, described the day the company became the leading global DRAM supplier as the happiest of his career. The milestone, achieved in...
Friday 22 August 2025
Nvidia's HBM supply chain to undergo major reshuffle in 2026
The high-bandwidth memory (HBM) supply landscape for Nvidia is expected to experience significant changes in 2026. Currently, about 90% of Nvidia's HBM is supplied by SK Hynix, but...
Tuesday 19 August 2025
China's memory makers adopt domestic EDA: Empyrean in spotlight
China's semiconductor sector is intensifying its localization push. As ChangXin Memory Technologies (CXMT) and Yangtze Memory Technology Corp. (YMTC) ramp up mass production of DRAM...
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...
Monday 18 August 2025
Samsung DRAM market share sinks to decade low, consumer electronics cushion the blow
Samsung Electronics' global DRAM market share slipped to 32.7% in the first half of 2025, down 8.8% from 41.5% a year earlier, according to its August 14 semiannual earnings report,...