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…Samsung, SK hynix, and Micron According to the X account SouthernValue, Google is currently mulling the procurement of precious DRAM chips from China's CXMT. In a move that adds veracity to…
…However, a supply chain report from Hankyung says the demand cycle isn't over at all; instead, hyperscalers like Google and Microsoft are rushing to sign long-term agreements with SK hynix…
…And now, Chosun Biz reports , quoting Counterpoint Research, that Samsung's market share in Q3 sales reached 22%, which was higher than Micron's but coming behind SK hynix's. This figure…
…Currently, SK Hynix is expected to expand its fabs by fast-forwarding its original 2040+ roadmap to 2030+. They are expected to triple their memory output by the said timeframe, but like…
…For now, producers like Samsung and SK hynix aren't increasing DRAM capacity at a pace similar to the demand , given that they see a risk of oversupply. At the same time…
Well, here's an interesting take on the memory shortages, as Etron's Chairman, Lu Chao-Chun, calls DRAM suppliers like Samsung and SK hynix the new 'Santa Claus'. DRAM Shortages Have…
…The surge in memory prices due to high demand from AI chip companies has transformed the industry, with workers at companies such as SK hynix receiving hefty bonuses and those at Samsung…
…This allowed competitors to gain market share from Samsung, which is why the firm lost its lead to SK hynix. However, according to a new report by Omdia ( via Chosun ), the Korean…
…Other manufacturers, including SK Hynix and Kioxia, are also preparing additional price increases. - Sedaily It is reported that NAND prices alone have surged by 450% last year, driven not just by demand…
…Just recently, we reported on how DRAM contract prices are expected to rise by more than 50% in Q1 2026 , which is why suppliers like Samsung and SK hynix aren't ready…