Latest updates from the global memory market
Samsung Electronics has announced a significant reduction in DRAM production capacity at its Pyeongtaek facility. The planned maintenance and equipment upgrades will reduce output by approximately 20% through Q2 2026, further exacerbating the global memory shortage.
Reuters TechnologySK Hynix has disclosed that its order backlog has reached an all-time high, with HBM3e memory modules for AI accelerators accounting for 60% of pending orders. Consumer DRAM deliveries are being deprioritized.
Korea Economic DailySpot prices for DDR5 memory modules have climbed 18.4% month-over-month, marking the steepest increase since the technology's launch. Analysts expect prices to continue rising through Q2.
DRAMeXchangeMicron Technology has announced new DDR5-8000 memory kits targeting Intel's upcoming Arrow Lake-S refresh and AMD's Zen 5 platforms. The modules feature improved power efficiency and are expected to ship in Q3 2026.
AnandTechA magnitude 5.8 earthquake near Hsinchu caused temporary production halts at several TSMC fabs. While memory chip production was minimally affected, the incident highlights ongoing supply chain vulnerabilities.
Nikkei AsiaMajor European electronics retailers are reporting a significant surge in bulk RAM purchases as consumers and businesses stockpile ahead of anticipated price increases. Some retailers have implemented purchase limits.
Financial TimesThe Biden administration is considering expanded export controls on advanced memory manufacturing equipment, which could further restrict supply to certain markets and impact global pricing dynamics.
BloombergG.Skill has set a new DDR5 overclocking world record, achieving stable DDR5-8400 speeds with their upcoming Trident Z5 Royal series. The achievement was made possible with Intel's Z890 platform.
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