Tongli Memory Technology
Insights and updates
The storage industry has recently shown a significant trend of polarization. According to Samsung Electronics’ latest financial report, its consolidated operating profit in the second quarter was 4.6 trillion won, a sharp year-on-year drop of 55.94% and a quarter-on-quarter decrease of 31.24%, hitting the lowest level in two years. Its sales volume was 74 trillion […]
Recently, the DDR4 memory market has been in a state of flux. Due to supply shortages, its prices have been steadily rising over the past few months. Earlier this year, top DRAM manufacturers such as Micron, Samsung, and SK Hynix announced that they would halt DDR4 memory production by the end of 2025. As a […]
This week, the global storage market presented a complex picture. After significant fluctuations in the previous period, the market has entered a stage of adjustment and differentiation, with both similarities and notable differences in the performance of domestic and foreign markets. Looking at the domestic market, it has generally stabilized, but there are still waves […]
Since 2025, global DRAM manufacturers, including Samsung, SK Hynix, and Micron, have successively announced plans to phase out the production of DDR4 memory using older manufacturing processes. They intend to gradually halt the supply of consumer – grade and server – grade DDR4 within the next two to three quarters, maintaining only limited shipments for […]
Traditional Storage Architectures Hamper AI Development, with Power Consumption and Performance Conflicts Highlighting As demands for edge AI and data center deep learning explode, the limitations of traditional storage technologies (SRAM, LPDDR, HBM) have become increasingly evident: SRAM suffers from high leakage power and poor scalability for large discrete storage chips; LPDDR has latency and […]
Against the backdrop of collective production cuts by manufacturers, the DDR4 spot market has witnessed a “crazy rally”. According to TrendForce data, on June 13, the average price of DDR4 8Gb (1G×8) 3200 surged 7.8% to 3.775, up 38.27% from 2.73 on May 30. Calculated from the beginning of the quarter on March 31, the […]
Recently, the world’s top three DRAM manufacturers (Micron, Samsung, SK Hynix) have successively announced plans to discontinue or reduce DDR4 production, foreshadowing a transformation in the memory market landscape. Micron plans to gradually stop DDR4 shipments for client PCs, mobile devices, and data centers over the next 2-3 quarters, retaining supply only for special sectors […]
Despite the industry’s shift toward DDR5 and high-bandwidth memory, DDR4 remains a cornerstone in several niche markets due to its reliability, compatibility, and cost-effectiveness. In 2024, the global DRAM market reached $973 billion, with DDR4 accounting for 40% ($389 billion). Niche markets, particularly automotive, industrial, and networking sectors, continue to drive robust demand for DDR4, […]
Traditional Storage Architectures Hamper AI Development, with Power Consumption and Performance Conflicts Highlighting As demands for edge AI and data center deep learning explode, the limitations of traditional storage technologies (SRAM, LPDDR, HBM) have become increasingly evident: SRAM suffers from high leakage power and poor scalability for large discrete storage chips; LPDDR has latency and […]
Samsung’s DRAM Design Innovation Boosts Yield Rate to Reclaim Market Dominance Samsung Electronics recently optimized the design of “central wiring layer,” a core structure in DRAM, by introducing external semiconductor experts to solve previous challenges in wiring density and heat generation during process miniaturization. This has raised DRAM production yield rates to over 60%. The […]