IC Insights forecasts that Samsung’s DRAM capital expenditure budget will decline 21% to $4.9 billion this year, SK Hynix is expected to trim its DRAM capex budget 38% to $4.0 billion, and Micron is ...

After huge capex outlays for DRAM in 2017 and 2018, the question becomes how much new capacity will come online and how far DRAM prices (price per bit) will fall as a result of this buildup. The three ...

Jefferies upgraded Applied Materials (NASDAQ:AMAT) and downgraded KLA Corp. (NASDAQ:KLAC), while updating its Wafer Fab ...

“We raise our WFE estimate for 2025 as better DRAM and TSMC capex help offset a weakening China outlook and leading edge capex cuts from Intel and Samsung,” Jefferies noted. Jefferies upgraded ...

s Mosel Vitelic Corp is connected to ProMOS Technologies Inc., a DRAM maker. U.S. District Court Judge Phyllis J. Hamilton granted preliminary approval of the settlements with Samsung and Infineon ...

an analyst at Samsung Securities, who downgraded DRAM bit growth projections from -5% to -12%. Mirae Asset Securities analyst Kim Young-geon highlighted further pressure on DRAM prices in Q4 ...

Samsung Electronics, which was the first to introduce EUV equipment into the memory semiconductor production process, has been using EUV in its DRAM production process since 2020. For the 10 ...

Jefferies upgraded Applied Materials (NASDAQ: AMAT) to Buy and downgraded KLA Corp to Hold amid shifting trends in ...