Recent months have brought major shifts to the global storage industry, driven by supply – demand changes, policy support, and tech upgrades. Leading firms’ moves and price trends are now the focus of the sector. Micron has taken key steps in the market. It first suspended quotes for all DRAM and NAND products (including DDR4, […]
This week, the global semiconductor market has shifted direction, and the storage industry has simultaneously received positive signals. After a short correction, the memory market has started to rebound, while the flash memory market has also shown signs of recovery. Combined with the launch of Apple’s new products and the continuous heating up of the […]
Recently, the global storage and chip industry has been receiving multiple positive signals. DDR4 storage prices have been rising steadily, stock prices of leading enterprises like SK Hynix have hit new highs, and the performance of manufacturers such as Phison and MediaTek has also been impressive. The industry as a whole is showing a warming […]
This week, the storage market shows a significant divergent pattern. While the DRAM market continues its upward price trend, the SSD market has fallen into a fierce price war. Meanwhile, the domestic chip-related capital market has performed actively, making industry developments a focus of attention. The DRAM market has seen a notable upward trend, with […]
The 2025 storage market has been abuzz with developments, witnessing significant progress across multiple sectors. In the DDR4 market, after surging rapidly since the second quarter of 2025, spot prices have entered a high-level adjustment phase. The intensity of end-user panic buying has eased, and transactions are gradually returning to normal. However, as inventories of […]
In the first half of 2025, several companies in the chip industry delivered outstanding performance, while the global memory and AI chip markets also maintained a vigorous development momentum. According to Lianyun Technology’s semi-annual report, the company achieved operating revenue of 610 million yuan in the first half, a year-on-year increase of 15.68%. Its net […]
This week, the storage market has shown obvious turbulence due to the dual impacts of tight supply of upstream materials and issues with Microsoft’s system update. The surge in demand for AI servers has led to a shortage of substrate materials, straining the packaging and testing. The delivery time for BT substrates in the third […]
Amid the rapid development of artificial intelligence technology, High – Bandwidth Memory (HBM) has undoubtedly become a core competitive area in the semiconductor industry. Recent market data clearly shows that SK Hynix holds a leading position in the current market by virtue of its first – mover technological advantage, while Samsung Electronics is actively adjusting […]
This week, the domestic storage market showed obvious differentiation. DRAM product prices rose slightly, with both orders and transaction volumes increasing; the SSD market, on the other hand, maintained an adjustment trend, with weak demand and a strong wait – and – see atmosphere. Changes in the global economic environment and industrial policies have further […]
Recently, the storage market has shown multi-dimensional changes. The DDR4 market is gradually becoming rational, the price of LPDDR4X continues to rise, the price of embedded products fluctuates significantly, and coupled with the extension of Sino-US tariff policies, the market pattern has become more complex. DDR Series: DDR4 Stabilizes, DDR5 Rises Slightly In the consumer […]