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NEWS TAGGED DRAM
Thursday 21 March 2024
Nvidia's Jensen Huang takes diplomatic rain check on Samsung's wafers
Huang showcased his diplomatic flair at Nvida's AI developers' conference.
Tuesday 19 March 2024
Samsung widens lead over SK Hynix in DRAM market share, bolstered by traditional products
Samsung Electronics significantly expanded its DRAM market share in the fourth quarter of 2023, extending its lead over SK Hynix to 14 percentage points from a quarter earlier. While...
Tuesday 19 March 2024
Global top-3 memory maker status, 4Q 2023

Introduction

Thursday 14 March 2024
Samsung rumored to raise NAND prices by 15-20%
The memory market is gradually recovering with DRAM taking the lead, and NAND Flash is also showing signs of recovery. Samsung Electronics is reportedly increasing the utility rate...
Wednesday 13 March 2024
NAND flash contract prices to rise through 1H25, says Silicon Motion
Contract market prices for NAND flash memory will rise another 20% in the second quarter, according to Wallace Kou, president and CEO of memory device controller IC supplier Silicon...
Tuesday 12 March 2024
Backend houses upbeat about orders for memory chips
With memory chipmakers ready to scale up output, industry sources indicated that backend houses are optimistic about orders from the memory sector beginning in the second quarter...
Thursday 7 March 2024
Nanya posts over 50% revenue surge in February
DRAM chipmaker Nanya Technology has reported revenue surged 50.6% year on year to NT$3.05 billion (US$96.6 million) in February 2024. Revenue totaled NT$6.11 billion for the first...
Tuesday 5 March 2024
Samsung and SK Hynix restart equipment investment as DRAM demand returns
The DRAM market demand is picking up, and Samsung Electronics and SK Hynix, which previously adopted a production reduction strategy, have recently shown signs of resuming equipment...
Tuesday 5 March 2024
GenAI drives HBM memory demand
Generative AI has stimulated demand for High Bandwidth Memory (HBM), driving Taiwanese memory chipmakers to seize a share of the AI business opportunity.
Monday 4 March 2024
AI puts a rocket under HBM demand, SK Hynix rides the wave
The memory industry is set to exit the production cut phase as Generative AI superpowers high bandwidth memory (HBM) and DDR5 demand.
Thursday 29 February 2024
SK Hynix said to purchase 8 EUV machines for HBM3E processes
SK Hynix plans to invest KRW2 trillion ($1.5 billion) in 2024 to introduce extreme ultraviolet (EUV) lithography equipment to cope with the new generation of memory investment in...
Thursday 22 February 2024
SK Hynix to reveal 16-layer HBM3E to main the lead
Leading in the high-bandwidth memory (HBM) market, SK Hynix aims to maintain its technological competitiveness by unveiling its industry-leading HBM3E technology, which stacks 16...
Monday 19 February 2024
Memory industry awaits Q2 signals of price direction for 2H24
The memory industry has rebounded from the price trough. Although the long Lunar New Year holiday affected customers' willingness to have goods shipped earlier, and the global economy...
Friday 16 February 2024
Applied Materials sees faster recovery in semiconductors, to benefit from HBM and GAA equipment
Applied Materials reported an 18% growth in its profit and expected the semiconductor industry to recover faster than the macroeconomy. The company said it will likely benefit from...
Wednesday 7 February 2024
Winbond plans transition to 16nm DRAM process
Winbond Electronics has kicked off mass production of specialty DRAM memory using 20nm process technology, with plans to transition to a newer 16nm process, according to the Taiwan-based...
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Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research