Dynamic Random-Access Memory (DRAM) remains essential in modern computing, offering high-speed data storage and quick access to system data in devices such as smartphones, laptops, and servers. Recent advancements in DRAM technology include higher density, faster speeds, and energy-efficient designs to support 5G, AI, and cloud computing applications. Key players in the DRAM industry continue to innovate, meeting the increasing demand for memory modules in next-gen electronics devices. As data-driven industries expand globally, DRAM’s role in high-performance computing and electronics development is more significant than ever.
Prototypes of Z-Angle Memory (ZAM) are slated for 2027, says Intel, with mass production scheduled for 2030. ZAM, a stacked DRAM alternative to HBM with a claimed 40-50% power advantage and 2x-3x density advantage over HBM, is the product of a jv between Softbank, Tokyo University and Intel called Saimemory which was later joined by Fujitsu. The initial technology came ...
Q1 conventional DRAM contract prices are forecast by TrendForce to increase 90–95% QoQ and NAND prices to increase by 55–60% QoQ. CSPs, server OEMs, and PC OEMs broadly face DRAM supply gaps; PC DRAM prices are expected to at least double QoQ in 1Q26 Strong North American CSP demand has lifted enterprise SSD orders with prices projected to rise 53–58% ...
DRAM specialist ChangXin Memory Technologies (CXMT), and NAND producer Yangtze Menory Technologies (YMTC), China’s top memory companies, are racing to expand capacity to exploit the memory shortage. According to the Nikkei, CXMT is looking to build capacity at its Shanghai fab site which is two to three times more than the capacity of its Hefei site which runs about 180,000 ...
Samsung’s DRAM production will only be increased by 5% to 4 million wafers this year, reports DigiTimes, although the DRAM industry as a whole is expected to grow production by 16-17%, forecasts IDC. Customer demand, however, is expected to rise 30%. Total DRAM wafer output from Samsung this year will be eight million wafers. Despite Samsung, Hynix and Micron being ...
As memory manufacturers shift production to HBM, the contract price of conventional DRAM has risen 55-60% in Q1, says TrendForce. Server DRAM prices are projected to rise by more than 60% QoQ. Flash contract prices will rise 33-38%. Client SSD prices are forecast to rise by over 40%. Samsung co-CEO Jun Young-hyun described the memory shortage as “unprecedented” and “extremely ...
Significant increases in conventional DRAM contract prices, higher bit shipments, and growing HBM volumes drove the global DRAM industry revenue to $41.4 billion in 3Q25, marking a strong 30.9% QoQ growth, reports TrendForce. For Q4, DRAM suppliers’ inventories are almost depleted, and growth in bit shipments will decrease substantially. Contract prices are expected to increase rapidly. TrendForce predicts that conventional ...
ChangXin Memory Technologies (CXMT), the China DRAM company, is planning an IPO on the Shanghai exchange in H1 2026 at a valuation of $42 billion, reports Reuters. The company hopes to raise between $2.8 billion and $5.6 billion depending on market conditions, say reports. ChangXin has become a strategic resource for China ever since the country was banned from importing ...
Conventional DRAM prices are expected to rise 8–13% QoQ in 4Q25, and when HBM is included, the increase could widen to 13-18%, reports TrendForce. PC DRAM, Server DRAM, Mobile DRAM and Graphics prices are forecast to increase through the quarter with Consumer DRaM edging down. NAND Flash contract prices across all categories are expected to generally rise, with an average ...
Q2 DRAM revenue was up 17% QoQ at $31.6 billion, says TrendForce . SK hynix saw revenue surge 25.8% QoQ to $12.23 billion, boosting market share to 38.7% and securing the top spot once again. Samsung’s revenue rose 13.7% QoQ to $10.35 billion, though market share slipped slightly to 32.7%. Micron saw revenue grow 5.7% QoQ to $6.95 billion, with ...
The DRAM supply has tightened and sharp rises in contract prices are expected in Q3, says TrendForce. Consumer DRAM prices which rose 18-23% in Q2 are expected to rise 85-90% in Q3. PC DRAM – up 13-18% in Q2 is expected to rise 38-43% in Q3 Server DRAM – up 18-23% in Q2 is expected to rise 28-33% in Q3 ...
