South Korean semiconductor giants are making aggressive moves in the HBM (High Bandwidth Memory) and DRAM (Dynamic Random Access Memory) sectors, reshaping the industry landscape. An SK hynix executive overseeing HBM business stated that driven by rigid AI end – user demand, the HBM market has huge growth potential, with an expected annual growth rate […]
Pan Chien-cheng, CEO of NAND controller IC giant Phison Electronics, has warned that the ongoing shortage of BT substrates for packaging will affect the supply chain of storage components such as Flash, SSDs, and controllers. Pan Chien-cheng pointed out that the supply of BT substrates for packaging is severely tight, with lead times having stretched […]
Pan Jiancheng, CEO of Phison Electronics, a major NAND control IC manufacturer, has warned that the continued tight supply of BT substrates for packaging and the emerging shortage of packaging materials will impact the supply chain of storage components such as Flash, SSDs, and controllers. Pan pointed out that the supply of BT substrates for […]
The domestic storage market remained generally stable this week with external influences weakening, yet significant divisions emerged in segmented sectors. With the US tariff policies finalized, market focus shifted to supply-demand dynamics and technological iteration, where enterprise storage demand emerged as a potential growth engine. Samsung Electronics suffered a disastrous Q2, with semiconductor chip profits […]
In Q2 2025, Samsung Electronics’ integrated circuit business demonstrated remarkable resilience amid industry challenges, with key product technological breakthroughs and market laying a solid foundation for future growth. Despite overall performance pressures, the semiconductor-related businesses, particularly the storage segment, stood out. The DS Division, which houses the storage business, achieved revenue of 27.9 trillion won […]
Recently, the global storage market has presented a complex situation where the tension between supply and demand coexists with the accelerated iteration of technologies. The supply gap of LPDDR4X products continues to expand, with their prices climbing to a phased high. The prices of SSDs and memory modules tend to be stable. Coupled with factors […]
Recently, the storage market has shown multi-dimensional dynamic changes. Short-term pressure on Micron and SanDisk’s stock prices, SK Hynix’s global production capacity adjustment, outstanding performance of module manufacturers, and delays in HBM4 technology have intertwined, outlining a complex picture of the industry moving towards long-term growth amid short-term fluctuations. Micron and SanDisk’s stock prices have […]
In 2025, amid the surging demand for AI computing power and high-performance computing, storage giant TeamGroup has pushed technological boundaries once again by launching the world’s first 256GB (4×64GB) DDR5 memory kit. The T-FORCE gaming series and T-CREATE creator series are making a dual push, rewriting the rules of high-end PC storage with 6000MT/s overclocking […]
The changing pattern of the NAND market became the focus this week. Affected by the adjustment of the supply strategy of original manufacturers, the upgrading of low – capacity embedded products was accelerated, and some old models were gradually eliminated, which directly led to the tightening of the supply of low – capacity products of […]
SK Hynix’s second-quarter performance hit new records, with multiple core financial indicators reaching all-time highs. Financial reports show that the company’s consolidated operating profit for the quarter reached 9.2 trillion won, a year-on-year surge of 68.5%, exceeding market expectations by 1.95%; sales amounted to 22.2 trillion won, a year-on-year increase of 35.4%; net profit grew […]