Taiwan memory revenue jumps as AI and HBM lift DRAM and NAND pricing

DigiTimes reports that memory was the fastest-growing category across Taiwan's semiconductor supply chain in June, far ahead of foundry and OSAT growth rates. The reported surge was tied to AI and HBM demand lifting DRAM and NAND pricing, with the year-over-year comparison amplified by last year's depressed base. For RamTrend, this is a strong confirmation that the current memory cycle is being driven by both product mix and pricing. The month-over-month increase suggests momentum continued into June, while the extremely high year-over-year figure should be read with the base-effect caveat.