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The latest Intel and Advanced Micro Devices (AMD) processors supporting the DDR5 memory specification are unlikely to stimulate related power management IC (PMIC) demand until 2024.
Samsung, the world's largest memory chip and smartphone maker, reported a 95% drop in Q1 profit due to a sharp decline in semiconductor demand, which has also led to a drop in prices. The company's operating profit and revenue both decreased significantly as it grapples with the global downturn in technology demand.
Micron Technology has recently notified its distributors that starting in May, it will not consider any requests for DRAM and NAND flash quotes lower than the current levels, according to market sources.
Previously, it was rumored that the US had requested South Korea to not fill in the demand gap left behind after Micron got sanctioned by China. Samsung Electronics and SK Hynix are once again caught up in the tussle between China and the US. Whether this issue will be brought up for negotiation during the Korean-US summit is also a point of concern.
Samsung Electronics has disclosed that preparations for volume production of 1b DRAM (12nm) are approaching the final stages.