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NEWS TAGGED DRAM
Tuesday 9 January 2024
Adata sees better-than-expected revenues in 4Q23 and 2023
Taiwan-based memory module maker Adata Technology saw its consolidated revenues rise nearly 30% sequentially to arrive at around NT$11 billion (US$352 million) in the fourth quarter...
Tuesday 9 January 2024
Taiwan memory makers expect a recovery in 2024
According to sources in Taiwan's memory industry, recovery will be underway in 2024, buoying memory unit prices and sales.
Friday 5 January 2024
DRAM makers plan double-digit price hikes in 1Q24, aiming for 40% annual profit margin
After experiencing a downturn in the past two years, the memory industry is gearing up for an upturn in 2024 thanks to a recovery in demand. Key players, namely Samsung Electronics,...
Friday 5 January 2024
Nanya sees December revenue hit a 15-month high
Nanya Technology, a Taiwan-based DRAM chipmaker, has announced a 15-month high revenue of NT$3.16 billion (US$101.7 million) for December 2023.
Friday 5 January 2024
Memory suppliers eye AI PC boom
Memory suppliers and other supply chain companies are looking to capitalize on the AI PC trend in 2024, according to industry sources.
Wednesday 3 January 2024
Samsung, Micron mulling DRAM price hike in 1Q24
Memory chip vendors such as Samsung Electronics and Micron Technology are considering raising DRAM prices by 15-20% in the first quarter of 2024, according to sources at memory module...
Tuesday 2 January 2024
Taiwanese memory vendors embrace GenAI wave with innovative edge-computing solutions
With the generative AI boom in full swing, the supply chain is shifting its focus to developing edge AI device applications. In 2024, AI PCs and smartphones will undergo market sales...
Thursday 28 December 2023
NAND flash prices to continue rally in 2024
Spot prices for NAND flash have been steadily increasing in December, with flash wafer prices rising by more than 15% in a single month. Prices are likely to rise further in 2024,...
Wednesday 27 December 2023
Memory chip prices continue increasing despite mediocre end-market demand
Memory chipmakers continue to raise their prices, even though end-market demand has not increased substantially, according to industry sources.
Tuesday 26 December 2023
AI PCs seen as key to driving DRAM and NAND market revival
With the successive release of new AI PCs equipped with artificial intelligence (AI) capabilities, the South Korean industry believes this trend will boost market demand for not only...
Monday 25 December 2023
Samsung aims for strong semiconductor comeback in 2024 after unprecedented losses in 2023
In light of a global economic slowdown and sluggish memory demand, Samsung Electronics projects a staggering loss exceeding KRW 13 trillion (US$10 billion) for its semiconductor-related...
Monday 25 December 2023
Winbond to buy roughly NT$1.3 billion in R&D gear
Winbond Electronics, a Taiwanese maker of specialty DRAM and NOR flash memory, has authorized NT$1.286 billion (US$41.4 million) in capital expenditures. The money will be used to...
Friday 22 December 2023
Chip industry navigating growth and challenges in the evolving industry landscape
The importance of the semiconductor industry to Taiwan is self-evident. Among them, TSMC (Taiwan Semiconductor Manufacturing Company) holds a high global market share in advanced...
Friday 22 December 2023
DRAM capacity expansion to prioritize advanced processes
Future DRAM capacity expansion will prioritize advanced 1-alpha and 1-beta manufacturing processes, according to industry sources.
Wednesday 20 December 2023
'On-device AI' to boost profitability and fuel turnaround for NAND Flash
With generative AI fueling the DRAM market, on-device AI is expected to boost the profit performance of NAND Flash. Recent analyses also estimated that the second half of 2024 will...