Despite the fact that chipmakers still have excess inventories, memory module houses have seen their inventories approach a healthy state, according to industry sources.
Transcend Information has reported net profits slipped 3.1% on year to NT$2.45 billion (US$80.2 million) in 2022, when revenue declined 15.3% to NT$12.1 billion.
Memory chip prices may rise rapidly in the second half of this year due to a supply shortage, according to CK Chang, president of memory module house Apacer Technology.
Industrial memory module specialist Innodisk saw its January revenue increase more than 10% sequentially, outpacing consumer electronics-oriented memory module manufacturers.
Taiwan's memory module and SSD vendor Team Group is optimistic that its revenues will return to a growth track in 2023, expecting annual sales for the year to grow 23% on year to...
Memory module makers including Adata Technology and Team Group expect demand recovery to take place in the second half of 2023, when their sales will outperform the levels in the...
While upstream memory suppliers could hardly avoid losses through the first half of 2023 amid extended inventory corrections and spot market price falls, downstream module makers...
Contract prices for DRAM and NAND flash chips have limited room for further drops, having registered over 20% falls for the second consecutive quarter in the third quarter of 2022,...
China's largest memory maker Yangtz Memory Technologies (YMTC) will be deterred from entering mass production of its 232-layer 3D NAND flash and developing more advanced chips after...
DRAM memory demand is expected to pick up by the second quarter of 2023, while recovery in NAND flash demand is unlikely to occur until the second half of the year due to more suppliers...
Memory module maker Apacer Technology is teaming up with Industrial PC specialist Adlink Technology to develop rugged-level edge computing solutions for AIoT device applications,...
SK Hynix has developed working samples of DDR5 multiplexer combined ranks (MCR) dual in-line memory module, which the memory chipmaker claims is the world's fastest server DRAM pro...
Most downstream memory module makers, including Adata Technology, Apacer Technology, and Innodisk, witnessed a month-on-month decline in November revenues as memory prices have continued...
DRAM and NAND prices continue trending downward amid rising inventory levels at upstream suppliers and declining terminal demand, and may not start to pick up slowly until late first...
With suppliers slowing down their pace of capacity expansions and process technology transitions, DRAM prices should have limited room to fall further, according to memory module...
