The Storage Chip Market is Heating Up! In-Depth Analysis of 11 Major Industry Players

The Storage Chip Market is Heating Up! In-Depth Analysis of 11 Major Industry Players

Recently, the storage chip market has experienced significant price adjustments SanDisk was the first to announce that starting from April 1, all of its storage products will see a price increase of over 10% Additionally, SK Hynix’s DDR5 and eMMC storage chips are also showing a general upward trend in prices in the spot market … Read more

Storage Chips: The Fastest Growing Companies

Storage Chips: The Fastest Growing Companies

The global semiconductor industry is recovering, coupled with a surge in demand for artificial intelligence computing power, leading to historic development opportunities in the storage chip sector.Leading international companies such as Micron, Samsung Electronics, and SK Hynix have raised product prices since April this year, with the industry’s recovery speed far exceeding market predictions. Behind … Read more

Epic Reversal! Storage Chips Initiate a New Super Cycle

Epic Reversal! Storage Chips Initiate a New Super Cycle

In the vast landscape of the semiconductor industry, storage chips have always played a key role as a barometer. Currently, an epic reversal that is shaking the industry is underway. Driven by the explosive growth of AI computing power, accelerated domestic substitution, and the restructuring of supply and demand patterns, the global storage market is … Read more

China’s Semiconductor Tariff Exemption List Released! Storage Chips Still Restricted, Industry Calls for Further Relaxation

China's Semiconductor Tariff Exemption List Released! Storage Chips Still Restricted, Industry Calls for Further Relaxation

According to exclusive reports from Caijing, China’s import tariff exemptions for 8 semiconductor/integrated circuit-related tariff codes have officially come into effect, involving key equipment and materials for chip design, packaging, and testing. This move will directly reduce costs for enterprises, but storage chips (such as DRAM and NAND) are still excluded from the list, sparking … Read more

Strong Measures! Chip Origin Determined by Wafer Production! Overview of Storage Chip Segments and Core Beneficiary Stocks

Strong Measures! Chip Origin Determined by Wafer Production! Overview of Storage Chip Segments and Core Beneficiary Stocks

Follow our official account and pin it to the top to receive daily updates. After reading the article, please click “Read” or “Like” to get the latest updates immediately. The China Semiconductor Industry Association has issued an urgent notice regarding the “origin” identification rules for semiconductor products. According to the relevant regulations of the General … Read more

Q4 Shows Decline: Global NAND Flash/DRAM Market Share Rankings Released

Q4 Shows Decline: Global NAND Flash/DRAM Market Share Rankings Released

Against the backdrop of a structurally imbalanced global supply chain, issues such as inventory and output have led to a decline in the willingness of end customers, especially PC clients, to procure storage chips. In Q4 2021, both NAND Flash and DRAM ASPs from various manufacturers experienced varying degrees of sequential decline, resulting in a … Read more

Storage Chips: Six Core Companies Entering a Golden Development Period

Storage Chips: Six Core Companies Entering a Golden Development Period

Recently, storage chip manufacturer SanDisk sent a price increase notice to customers, stating that due to changes in the supply and demand status of the storage industry, all channel and consumer products will increase by 10% starting April 1, 2025, with further price increases not ruled out. Subsequently, major overseas storage manufacturers such as Micron, … Read more

Why Are More and More Smartphones No Longer Supporting Memory Cards?

Why Are More and More Smartphones No Longer Supporting Memory Cards?

Historically, our smartphones have supported memory cards. However, since the release of Apple’s iPhone, an increasing number of smartphones, especially Android devices, have begun to drop support for memory cards. Why is this happening? There are many reasons, and let the editor of ROM Base explain them slowly. 1. The Design Trend of the Android … Read more

Unlimited Potential of Automotive Storage Chips

Unlimited Potential of Automotive Storage Chips

With the advancement of the wave of intelligence and electrification, the content of automotive chips has increased exponentially. The semiconductor content in electric vehicles is about twice that of fuel vehicles, while smart vehicles have 8-10 times more. In 2020, the global demand for automotive chips was approximately 43.9 billion units, and it is expected … Read more

Comparison of Domestic and Foreign Storage Chips

Comparison of Domestic and Foreign Storage Chips

Source: ittbank Why Is Our Country Developing Storage Chips? The following content is sourced from:Everbright Securities Electronic Research Team The necessity of developing storage chips lies in their significance and scale. Their significance is reflected in the fact that storage chips are the granaries of electronic systems, carriers of data, and related to data security; … Read more