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The Memory Industry Is at a Turning Point as HBM4 Tilts the Balance Toward Samsung and SK hynix, Pivoting Away From Micron

A presenter in a black leather jacket holds a large computing board with visible components and circuitry.

The HBM markets are now seeing a shift in momentum following the validation and production stages of HBM4, and it appears Korean memory giants will be in the spotlight this time. Micron Faces Validation Challenges With HBM4, Giving Ample Room For Samsung to Snatch Market Share With Vera Rubin and the Instinct MI400 series, major chip manufacturers have shifted their focus to integrating HBM4. This technological leap combines logic and memory into a single package, delivering higher performance benefits. We won't go into much depth. However, from an industry POV, the HBM market share, primarily distributed between SK hynix, Micron, […]

Read full article at https://wccftech.com/the-memory-industry-is-at-a-turning-point-with-hbm4/

Memory & NAND Prices Surged Over 90% In Q1 2026 & Another 20% Hike Expected In Q2

Q1 2026 has so far seen memory and NAND prices surge by over 90%, and another 20% hike is expected in the coming quarter of Q2. Both PC & Server Memory+NAND Prices Shot Over 90% In Q1 2026 (So Far), & Latest Reports Suggest Even More Hikes For Q2 According to a report published by Counterpoint, both memory and NAND prices saw a 90% price surge in Q1 2026, with more on the way. The report is based on the research firm's own memory price tracker & showcases the current situation of the PC and server markets affected by vast […]

Read full article at https://wccftech.com/memory-nand-prices-surged-90-percent-in-q1-2026/

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