Semiconductor News & Analysis Feed

Memory chip prices must be reduced 'for the sake of semiconductor companies.'

Nanya Technology plans capex of more than TW$200 billion ($6.2 billion) in 2027, roughly four times its budget for this year.

Industry Samsung, SK Hynix and Micron accused of colluding on RAM prices; lawsuit unlikely to end 'RAM crunch' AI Summary A lawsuit has been filed alleging Samsung Electronics, SK Hynix and Micron deliberately reduced supply of consumer memory to push up RAM prices. The suit argues the companies shifted DRAM capacity from mainstream products such as DDR3 and DDR4 to high-bandwidth memory used in

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Samsung, SK Hynix, and Micron face a class-action antitrust lawsuit in California alleging coordinated capacity constraints under the guise of an HBM transition. Plaintiffs claim the memory giants restricted conventional DRAM supply to drive a 700% price surge, shifting capacity to higher-margin HBM. While the lawsuit invokes historical precedents of collusion, market analysts expect supply-demand

Motherboards are down to some unbelievable prices for Prime Day, which makes sense given how rough RAM prices are right now.

Taiwan's listed semiconductor manufacturers reported strong May revenue figures, with a sweeping recovery in DRAM prices and rising artificial intelligence infrastructure spending lifting most of the sector's 27 tracked companies to double-digit year-on-year gains.

Don't get your hopes up.

DRAM prices are climbing as Samsung Electronics, SK Hynix, and Micron Technology prioritize high-bandwidth memory, or HBM, for AI applications, tightening supply of mainstream DDR5 and DDR4 products used in PCs, servers, and other electronics, according to Nikkei.

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SK hynix's DDR4 DRAM. (Source: SK hynix) Commodity DRAM and NAND flash prices continued rising in May, setting new record highs. According to market research firm DRAMeXchange on May 29, the average price of PC-use commodity DDR4 8Gb products reached $20 in May, up 25% from $16 in April. The figure marked another all-time high following last month and represented the highest level since DRAMeXch

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