DRAM inventory woes persist, Taiwan memory faces slow January

The memory industry continues to face seasonal headwinds in early 2025, with persistent price declines. The Lunar New Year holiday has further impacted revenue, reducing working days and dampening sales across memory manufacturers in January. Analysts expect the DRAM market to bottom out in the first half of 2025, though ongoing sluggish inventory clearance suggests performance may remain on par with late 2024.

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Samsung reportedly advancing glass substrate supply chain to secure AI chip clients

Amid intensifying competition in advanced semiconductor packaging, Samsung Electronics is reportedly taking direct control of glass substrate supply chain development, a critical enabler for next-generation AI chips and high-performance computing. Industry analysts suggest this strategic move aims to strengthen Samsung Foundry’s competitiveness by offering integrated solutions combining cutting-edge packaging, high-bandwidth memory (HBM), and novel substrate technologies.

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