2024-10-14
Bloomberg
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South Korean government data: tech exports slowed for a straight second month, indicating slowing global demand; DRAM had its slowest growth since December 2023
Sam Kim / Bloomberg :
2023-02-21
Bloomberg
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TrendForce: DRAM's average price fell 31.4% in Q3 and 34.4% in Q4 2022, among the worst drops since 2006; Samsung plans to spend $30B+ in 2023 to grow capacity
but it's not enough to beat Samsung José Adorno / BGR : iPhone 15 will feature up to 8GB of RAM, TrendForce reports Omar Sohail / Wccftech : Apple To Increase RAM ‘Capacity And Specifications’ Of The ...
2022-09-16
Bloomberg
South Korea's trade ministry data shows its DRAM chip exports fell 24.7% YoY in August 2022, the biggest drop since 2019, indicating a deepening slump in demand
Sam Kim / Bloomberg : Tweets: @samkimasia Tweets: Sam Kim / @samkimasia : South Korea's most important export, DRAM, fell by the most since 2019, further clouding the outlook for the global semicondu...
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