Reported about 1 year ago
The memory industry is entering an upturn cycle as the peak season for electronics approaches. Major companies like Nanya Technology and Winbond Electronics are experiencing significant revenue growth, with increases in both monthly and yearly earnings. This growth is attributed to the rising demand for high-bandwidth memory in response to AI needs, leading to positive effects on the memory market. With Samsung, SK Hynix, and Micron reallocating production to meet the demands of AI servers and PCs, generic DRAM supply is expected to be limited, driving the memory market into a new upward cycle.
Source: YAHOO