Tongli Memory Technology
Insights and updates
Since 2025, the global storage market has been continuously experiencing a “supply shortage and price surge” trend. Prices of DRAM and NAND flash memory have risen sharply, and all links of the industrial chain, from upstream original equipment manufacturers (OEMs) to downstream terminal manufacturers, have been significantly affected, with profound adjustments taking place in the […]
Recently, the semiconductor and technology industry has witnessed a series of key developments. Memory manufacturers such as SK Hynix and Winbond Electronics are advancing technological upgrades and capacity adjustments, while Qualcomm and Arm have demonstrated outstanding performance amid market structure changes. The industry presents distinct characteristics of accelerated technological iteration and intensified market differentiation. In […]
In the third quarter of 2025, the global storage market witnessed a high-growth trend amid supply-demand imbalance. Enterprises such as Samsung Electronics and Longsys delivered outstanding performance, while SK hynix and CXMT accelerated capacity layout. The shortage and price increase of core products like DRAM have become the main theme of the industry. Samsung Electronics […]
Recently, the global storage chip and AI chip sectors have been witnessing a string of positive developments. Leading enterprises in the industry have released impressive financial reports, with surging demand for key products such as HBM (High-Bandwidth Memory) and DRAM. The industry has thus entered a “super cycle” and is poised for strong growth momentum […]
Recently, the global storage market has witnessed multiple positive factors, with significant growth in stock prices, product prices, and corporate performance. Many institutions and industry insiders are optimistic about its long-term development prospects. The South Korean market has delivered an outstanding performance. On the 27th, the Korea Composite Stock Price Index (KOSPI) opened at 3,999.79 […]
This week, the storage market has entered a phase of moderate adjustment, showing a pattern of structural differentiation. The price fluctuation range of memory is limited, while the SSD market remains strong. Due to the high price operation of various storage products in the early stage, buyers have a strong wait – and – see […]
Recently, the global technology sector has been thriving across multiple fronts, with key developments emerging in storage, PC, and AI hardware segments. Enterprises have been taking active actions, and the market prospects have attracted significant attention. In the storage market, leading enterprises hold a positive outlook for the future. Kwon Oh-hyun, CEO of SK Hynix, […]
In the fourth quarter of 2025, the global storage industry presents a situation where expectations of tight supply and technological innovation go hand in hand. Leading enterprises such as Micron, SK Hynix, and Samsung, as well as manufacturers including Lianyun Technology and TeamGroup, have taken frequent actions, laying the foundation for the industry pattern in […]
Recently, the global storage market has witnessed significant changes. DDR4 has fallen into supply-demand tightness due to reduced supply, leading to continuous price increases, while competition in the HBM (High-Bandwidth Memory) sector has become increasingly fierce, with multiple manufacturers taking frequent actions. In the DDR4 market, prior to this, due to oversupply of non-AI-related DRAM, […]
This week, the upward trend in storage market prices continues to escalate, with core products such as DRAM, NAND Flash, SSD, and HDD facing widespread shortages and rapid price increases. This phenomenon is mainly driven by the surge in AI demand. Taking GPT series models as an example, the new global user requests for GPT-5 […]