Tongli Memory Technology
Insights and updates
Recently, the storage chip market has shown a multi – dimensional active trend. The strong demand for DDR4 has driven up prices, NAND Flash is accelerating technological iteration and structural adjustment, Samsung has made technological upgrades in the HBM field, and DDR6 has entered the stage of mass production preparation. All these together outline a […]
Recently, the storage market has shown a significant divergence. LPDDR4X prices have risen sharply due to tight supply, while most other storage products have maintained stable prices, with different performances across various market segments. The channel market presents a pattern of “SSD price drop and DDR5 price rise”. Due to the weak retail performance of […]
All – round Efforts in China’s Memory Field: Both Capacity Doubling and Technological Breakthroughs In the DRAM field, Chinese manufacturers have shown a strong growth momentum. Research reports indicate that in the third quarter of this year, China’s DRAM production capacity (based on wafer input) reached 720,000 pieces, an increase of about 70% compared with […]
iPhone 17 Series Memory Configuration Differentiation, Entry – level Models Adopting LPDDR5 Draws Attention The memory configuration of Apple’s upcoming iPhone 17 series has sparked industry discussions, with a clear differentiation between entry – level and high – end models. It is reported that the entry – level iPhone 17 and iPhone 17 Air will […]
On July 15th, NVIDIA issued an important announcement on its official website, declaring the resumption of sales of its H20 chips in the Chinese market. Concurrently, the company launched a brand-new and fully compatible GPU product for the Chinese market, a move that has attracted widespread attention within the technology industry. Jensen Huang, Founder and […]
Cooling Market Expectations Pressure Leading Stocks Leading storage industry players have recently faced a stock price downturn. Micron’s stock price plummeted by 4.75% in a single day due to analysts’ bearish outlook on the second-half storage market, closing at 118.61, its lowest closing level since June 13, and leading the decline among the 30 components […]
SK Hynix’s Stock Hits New High, AI Collaboration Drives Growth On the morning of July 11th, SK Hynix’s stock price surpassed 300,000 Korean won, rising 1.68% from the previous day and hitting an all-time high since its acquisition by the SK Group in 2012. Meanwhile, Samsung Electronics’ stock price also increased by 1.48%. In terms […]
After the hot market in the second quarter, the storage market has shown signs of cooling down recently. This week, the market as a whole has entered a stable phase, with the fluctuation range of supply and demand for various products narrowing, and the industry pattern and product trends showing many new changes, with different […]
On July 10, the global semiconductor industry witnessed a landmark moment: NVIDIA’s market value once exceeded $4 trillion, making it the company with the highest market value in history. At the same time, the pattern of the memory chip market has undergone a dramatic reshaping. SK Hynix and Samsung tied for the top spot in […]
Against the backdrop of today’s technology industry, the storage market is undergoing rapid evolution, with several pivotal trends and developments warranting in-depth examination. Storage chip prices have exhibited significant volatility recently. Taking DRAM as a prominent case, leading manufacturers such as Samsung, SK Hynix, and Micron are diverting resources from DDR4 production to prioritize higher-margin […]