[Core Information] HBM production capacity is squeezed, SK Hynix DDR5 memory price is rumored to increase1. It is rumored that SK Hynix’s DDR5 price will increase by 15%-20%, and HBM’s production capacity squeeze is the...

[Core Information] Hynix cuts NAND production, Infineon deploys backend in Thailand, storage and power devices face structural adjustment1. Storage market: Hynix takes the lead in reducing production, and NAND prices can...

The AI-driven storage supercycle is in full swing:Micron earnings hit record high、SK Hynix follows up on price increase, the three major original manufacturers have completed a closed loop of price increases; domestic st...

一、存储涨价再确认：Q1 DRAM 最高涨 70%，NAND 同步大涨三星、SK 海力士对 DRAM 涨价 60%–70%供应链消息显示，两大韩厂已向服务器、PC、手机客户通知涨价，2026 年一季度报价较去年四季度上调60%–70%。核心原因：HBM3E 产能倾斜，挤占常规 DRAM 产能，供需缺口持续扩大，已导致手机内存成本占比从 15% 升至20% 以上。TrendForce：Q1 DRAM 涨 55%+，NAND 涨 33%+一...

Recently, according to the Korean media Business Korea, the Korean government is launching a large-scale semiconductor manufacturing cluster plan, which will be implemented by four large semiconductor manufacturers and a...

South Korea's "Asian Economy" reported on December 3 that the brain drain in the semiconductor industry in South Korea has been a red light, and the main reason for this situation is that Korean media blame Chinese offic...

SK Hailishi released the world's first DDR5 DRAM that meets the JEDEC specifications on the 15th, while Samsung Electronics successfully developed a 10-nanometer LPDDR5 DRAM in July. Korean semiconductor companies attemp...

South Korean chip maker SK Hynix Inc. (SK Hynix Inc.) reported Q3 earnings for the third quarter of 2018 on Oct. 25: revenue rose 41% (quarterly increase 10%) to 11.417 trillion won, a record high; revenue increased 73% (quarterly increase 16%) to 647.2 trillion won; earnings increased 11 percentage points (quarterly increase 3 percentage points) to 57%; net income increased 54% (quarterly increase 8%) to 4.692 trillion won Trillion won.

This week, according to the Yonhap news agency, Samsung Electronics announced that it has started using the second-generation 10nm process to produce 8Gb DDR4 particles, another iteration of technology after two years of the first-generation 10nm process.