In terms of upstream resources, the prices for 1Tb QLC, 1Tb TLC, 512Gb TLC, and 256Gb TLC have been adjusted to $17.00, $18.00, $15.00, and $9.00 respectively today, while DDR chip prices remain unchanged for now.

Micron expects this acquisition to contribute to meaningful DRAM wafer output beginning in the second half of calendar 2027.

SK hynix Inc. said on Monday that its latest automotive DRAM product, LPDDR5X, has obtained Automotive Safety Integrity Level D (ASIL-D) certification, the highest safety rating under the international automotive functional safety standard ISO 26262.

Due to factors such as the stabilization and recovery of Memory prices, the delivery of key projects, and growth in emerging AI edge-side fields, Biwin achieved significant increases in its Q4 2025 revenue, net profit, and non-GAAP net profit.

Currently, except for a few Memory Manufacturers offering temporary quotes to specific end customers, the market is generally still in the new quarter allocation phase, and the actual price increases for most products have not yet been finalized. Memory Manufacturers continue to maintain a supply-control stance, with new-quarter NAND Wafer allocations and pricing yet to be released. High-grade DRAM resources are accessible only to a very limited number of Memory companies, while most manufacturers have not received supply for several months. Amid continuous price hikes and unstable supply, Memory suppliers are largely accepting orders cautiously based on confirmed demand and agreed prices.

SK Hynix announced on Jan. 13 that it has decided to make a new investment in the advanced packaging fab P&T7 to stably respond to global artificial intelligence (AI) Memory demand and optimize production at the Cheongju fab.”

NVIDIA will establish a research and development (R&D) hub in Korea. This follows up on the commitment made by NVIDIA CEO Jensen Huang, who visited Korea in October last year and announced plans to supply over 260,000 high-performance AI semiconductors.

Micron has announced the launch of the Micron 3610 NVMe™ SSD, the industry's first PCIe® 5.0 QLC SSD designed for client computing.

Kioxia launched the KIOXIA BG7 series SSD, the industry's first client solution incorporating its latest BiCS FLASH™ eighth-generation 3D flash Memory and innovative CMOS directly bonded to array (CBA) technology, designed specifically for PC users.

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NVIDIA CEO Jensen Huang stated that the Memory chip market represents a completely unserved market

Since the fourth quarter of last year, OEMs have generally implemented substantial month-on-month price increases for NAND resources supplied to downstream Memory manufacturers. Price increases in the channel market resource trade have been even more dramatic. Except for some Memory manufacturers that have formed strategic partnerships with OEMs, others find it relatively difficult to stock up due to excessively high trade-side prices. The upward trend for both NAND and DRAM resources, including lower-end resources, continues. Channel manufacturers are becoming more cautious about pricing and allocation of finished products. SSDs and finished DDR modules are primarily allocated to support core customers such as PC OEMs, with their prices being continuously adjusted upward in line with rising costs. Other customers must accept higher quotations.

SK hynix Inc. announced that it will open a customer exhibition booth at Venetian Expo and showcase its next-generation AI Memory solutions at CES 2026, in Las Vegas from January 6 to 9 (local time).

Netlist claims that Samsung Electronics’ core Memory products, including High Bandwidth Memory (HBM) and DDR5, have infringed on its technology patents. The company has requested the ITC to issue exclusion orders and cease-and-desist orders to prevent the import of the allegedly infringing products into the United States.

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