[Core News] A fire broke out in a Micron factory in Taiwan, China, DRAM quotation remains to be seen1. A fire broke out in a Micron factory in Taiwan, China, and DRAM quotations remain to be seen.According to Taiwan Busi...

[Core News] TSMC’s performance growth is strong, DRAM price increase encounters resistance from downstream1. TSMC’s Q2 revenue increased by 40% year-on-year, with advanced process revenue accounting for 67%TSMC released...

[Core Information] NXP Q2 revenue declines year-on-year, ON Semiconductor supplies Volkswagen electric cars, Samsung increases HBM/DRAM1. NXP Q2 revenue fell 5% year-on-year to US$3.13 billionNXP released its second quar...

[Core Information] ADI is optimistic about quarter-on-quarter growth in the fourth fiscal quarter, and DRAM is expected to increase in overall priceADI Q3 revenue declines year-on-year, Q4 expected to pick up QoQ growthA...

[Core Information] DRAM price outlook next year will fall, Nvidia’s new chips face delivery delays1. Institutions: DRAM prices will fall across the board in 2025DDR4/LPDDR4X due toSufficient supply, weak demandAlready th...

[Core Information] ON Semiconductors full-year revenue fell by 14%, institutions expect DRAM prices to fall1. ON Semiconductor in 2024: Revenue declines, but cash flow bucks the trend and surgesQ4 results: Revenue$1.73 b...

[Core Information] Micron’s Q3 revenue increased by more than 30% year-on-year, with DRAM leading the increase, and industry production capacity focused on advanced processesOn June 27, 2025, the global semiconductor ind...

Memory prices continue to rise, Samsung and SK Hynix’s DRAM growth in the fourth quarter exceeds expectationsDriven by strong demand for AI, the DRAM market has entered a super cycle, with South Koreas two major memory g...

1. Mobile phone DRAM inventory fell below 4 weeks, and the cost of the whole machine rose sharplySmartphone DRAM stocks have dropped toUnder 4 weeks, well below the healthy 8–10 week rangeIn Q1 of 2026, mobile phone manu...

as well as well known that before 2016, domestic storage chips were in the market with a foothold, and the market share was almost zero, relying on imports. Since then, China has vigorously built three major storage c...