ASML’s Q3 bookings fell 42% q-o-q to $2.8 billion.
In a complex 450 page document the US has extended its ban on chip sales to China to devices that are below the leading edge.
DRAM prices will rise 3-8% in Q4, says TrendForce, with DDR4 expected to show a 0–5% increase, DDR5 a 3–8% increase and PC DRAM expected to increase 3-8%.
In September, Korea’s NAND exports rose for the first time in a year..
CXL solutions could transform today’s server memory challenges into a $15 billion opportunity by 2028, says Yole Developpement.
Q2 notebook shipments grew 21.6% q-o-q to 42.52 million units, although H1 units were down 23.5% y-o-y at 77.5 million units, reports IDC.
