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Flash memoryesdm

Higher DDR5 profitability intensifies capacity crowding, strengthening HBM3e pricing momentum in 2026

While HBM3e has benefited from upward revisions to GPU and ASIC orders—pushing prices higher—ASP gap between HBM3e and DDR5 is likely to narrow significantly

By DQI Bureau
Dec 22, 2025 09:10 IST 2 Min read
Global-DRAM-Revenue-Jumpsesdm
Global DRAM Revenue Jumps 30.9% in 3Q25; Micron’s market share climbs by 3.7%
By DQI Bureau
Nov 28, 2025 10:18 IST 2 Min read
Memory-crunch-ripples-across-chip-supply-chainesdm
Memory crunch ripples across chip supply chain: SMIC, NVIDIA, device makers feel the hit
By DQI Bureau
Nov 21, 2025 12:00 IST 3 Min read
Memory-industry-to-maintainesdm
Memory industry to maintain cautious capEx in 2026, with limited impact on bit supply growth
By DQI Bureau
Nov 14, 2025 13:31 IST 2 Min read
OpenAI-in-South-Koreaesdm
OpenAI’s Stargate 900k DRAM wafers could hit 40% of global output — led by Samsung and SK hynix
By DQI Bureau
Oct 07, 2025 16:48 IST 2 Min read
DRAMesdm
Tight upstream supply and restocking drive 2024 DRAM module revenue growth of 7%
By DQI Bureau
Oct 07, 2025 15:15 IST 2 Min read
Dramesdm
DRAM prices to continue rising in 4Q25, server demand surges ahead
By DQI Bureau
Sep 24, 2025 14:11 IST 2 Min read
Semieqptesdm
Global semiconductor equipment billings increased 24% YoY in Q2 2025
By DQI Bureau
Sep 08, 2025 16:59 IST 1 Min read
DRAM vendorsesdm
2Q25 DRAM revenue jumps 17.1%; SK hynix expands market share as Taiwanese vendors deliver strong growth
By DQI Bureau
Sep 05, 2025 13:46 IST 2 Min read
DDR4esdm
DDR4 and LPDDR4 supply tightens sharply in 2H25 as structural shortage drives strong price surge
By DQI Bureau
Aug 11, 2025 14:15 IST 2 Min read
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