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NEWS TAGGED DRAM
Thursday 11 September 2025
Winbond sees nearly 90% DRAM price increase, aims for 4Q25 peak
Winbond Electronics has implemented significant price increases for its DDR4 DRAM products beginning in the third quarter of 2025, with contract prices for the fourth quarter finalized...
Thursday 11 September 2025
CXMT said to target 2026 HBM3E mass production, narrowing gap with Samsung and SK Hynix to 2 years
China's state-backed DRAM maker CXMT is rapidly advancing in high-bandwidth memory (HBM), a market long controlled by Samsung Electronics and SK Hynix. Citing SemiAnalysis, South...
Thursday 11 September 2025
South Korean memory giants reportedly accelerate domestic production amid US export control threats
Recent reports indicate that Samsung Electronics is restarting construction on parts of its P4 and P5 fabs to accelerate advanced DRAM mass production. SK Hynix is also reportedly...
Wednesday 10 September 2025
YMTC launches US$2.9B Phase III project as Hubei state investors step up; no Big Fund in sight
Yangtze Memory Technologies (YMTC) officially registered its Phase III unit, Changcun Phase III (Wuhan) Integrated Circuit, on September 5. The company has not disclosed details on...
Wednesday 10 September 2025
SEMICON Taiwan 2025: Memory giants compete in customized HBM race amid AI surge
The rising wave of artificial intelligence (AI) is driving the growing importance of high-bandwidth memory (HBM), which has become a core component of AI system architectures. The...
Monday 8 September 2025
Samsung reportedly resumes construction on Pyeongtaek P5 to advance HBM4 mass production plans
Samsung Electronics is reportedly accelerating the construction of its fifth plant (P5) in Pyeongtaek, South Korea.
Monday 8 September 2025
Micron targets Galaxy LPDDR5X, pressuring Samsung supply
Micron Technology is rumored to be significantly increasing its share of low-power DRAM supply for Samsung Electronics' Galaxy S series smartphones. South Korean industry insiders...
Friday 5 September 2025
Samsung and SK Hynix reportedly delay DDR4 phase-out as older chips prove more profitable than DDR5
Samsung Electronics and SK Hynix are reportedly pushing back plans to phase out DDR4 DRAM, extending production until 2026 after prices for the older chips surged past next-generation...
Friday 5 September 2025
Samsung enters HBM4 race with aggressive pricing to win Nvidia supply deal

To reshape the high-bandwidth memory (HBM) market landscape, Samsung Electronics is reportedly set to engage in a "game of chicken" once...

Thursday 4 September 2025
Commentary: YMTC's 3D DRAM push challenges CXMT and global memory leaders
China's push to localize its memory supply chain is gathering momentum. YMTC has begun trial production at its first fully localized NAND flash fab, while market chatter indicates...
Wednesday 3 September 2025
SK Hynix installs first high-NA EUV lithography system at Icheon fab
SK Hynix announced that it has successfully assembled the industry's first high-NA extreme ultraviolet (EUV) lithography system for mass production at its M16 fabrication plant in...
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,...