35 posts
The Hot Take: Sorry Micron's exit is just to convenient.
HP, Asus and Acer have begun using limited quantities of DRAM from China's ChangXin Memory Technologies (CXMT) in selected budget notebooks sold outside the US, Nikkei Asia reported, as a global memory shortage pushes PC makers to widen their supplier base.
Read the full articleThe Hot Take: Um, so memory gets a law suit over 'forever chemicals' but not the other items? Doesn't that seem a bit odd?
Pushback against Micron's planned manufacturing complex in Clay, New York, which comprises four separate fabs, is once again at the center of an environmental lawsuit. Filed by Neighbors for a Better Micron and Jobs to Move America â the same groups that filed a separate lawsuit against Micron in January â filed a new complaint Friday, claiming that approved wastewater and air permits aren't valid and will allow Micron to leak "forever chemicals" into the Oneida River. Go deeper with TH Premium: Chipmaking(Image credit: tsmc)A deeper look atâŚ
Read the full articleThe Hot Take: Competition is GOOD.
Intel has published a new patent on its XBM memory, which is proposed as a replacement for HBM4, offering much higher bandwidth capabilities. XBM vs HBM: Intel's New Proposed DRAM Solution Extends To 32 GT/s Speeds, While Reducing Costs Through UCIe Links HBM continues to be the standard for AI accelerators, but more recently, we have seen LPDDR memory being used to overcome shortages, prices, and power associated with the standard. Intel's past attempts at DRAM, such as HMC (Hybrid Memory Cube) and MCDRAM, faced various issues and never cameâŚ
Read the full articleThe Hot Take: All I have to say is YES!
A new class-action lawsuit filed in California accuses SK hynix, Samsung, and Micron of coordinating DRAM production to artificially restrict supply and maintain elevated prices for consumer memory products.
Read the full articleThe Hot Take: About time. I've been saying they should have one for a while.
The big story in computing these days is how an ongoing shortage of RAM (dubbed RAMageddon or the RAMpocalypse) has led to massive increases in hardware costs. The conventional explanation of the situation has been that shortages have been driven by the widespread construction of AI data centers. However, a new lawsuit (Garciaguirre et al. v. Samsung Electronics Co., Ltd., et al.) filed against RAM manufacturers Samsung, SK Hynix, and Micron, alleges that these companies are exploiting market conditions to artificially inflate prices.
Read the full articleThe Hot Take: I really feel we need an investigation into all these memory manufacturers as I feel they aren't allocating all this ram for Ai like they way they are. History just repeating its self I think.
Amid the unrelenting demand for AI infrastructure, SK Hynix, the worldâs largest supplier of HBM memory used in high-end GPUs, now expects to triple its wafer capacity. You'll just have to wait through two more US presidential elections and then some. All that capacity wonât come online until 2034, SK Group Chairman Chey Tae-won told Nikkei Asia in a recent interview. SK Hynixâs valuation has soared in recent months. The company is one of three major producers of NAND flash and DRAM memory, large quantities of which are required to support theâŚ
Read the full articleThe Hot Take: Finally CUDIMMs catching on?
G.Skill demos the capabilities of its DDR5 memory by pushing the Trident Z5 CK "CUDIMM" kit to 9200 MT/s at just 1.1V. G.SKILL Showcases DDR5-9200 1.1V 16GBx2 High-Speed CU-DIMM Memory Kit on MSI Z890 GODLIKE Motherboard Press Release: G.SKILL International Enterprise Co., Ltd, the worldâs leading brand of performance overclock memory, is showcasing an ultra-high-speed DDR5 CU-DIMM 32GB (16GBx2) memory kit operating at an impressive DDR5-9200 CL74-74-74-148 speed with only 1.1V DRAM voltage, validated on the flagship MSI MEG Z890âŚ
Read the full articleThe Hot Take: They're getting bad.
Nvidia finance chief Collette Kress says rivals moaning about memory prices should have ordered the stuff ages ago. Kress has blamed other firms for being caught short in the ongoing memory squeeze. She said Nvidia saw the price surge coming and acted before everyone started clutching their pearls. In an interview with Tae Kim, Kress said her firm ordered memory in advance because it understood prices were about to go north. That is not the sort of line which will calm customers now paying more for DRAM. The surge in memory prices hasâŚ
Read the full articleThe Hot Take: Well was the shortage planned to hasten this?
Chinese memory has apparently started making its way to global vendors, as Corsair's DDR5 modules have been spotted with CXMT DRAM. CXMT Takes Charge of The Global DDR5 Memory Supply Chain As Taiwanese & US Firms Lock In DRAM Supply Towards AI There has been a lot of talk going around CXMT and YMTC flooding the global markets with DRAM and NAND chips, as the AI supercycle has created a tight supply chain around commodity memory and SSDs. There were already reports that the major PC manufacturers have started exploring the integration ofâŚ
Read the full articleThe Hot Take: All while the consumer market is high and dry.
Micron has started to ship its fastest DDR5 RDIMM memory modules, which feature 256 GB capacities & up to 9200 MT/s speeds. Micron Offers 40% Boost Vs Current "In-Volume" DDR5 RDIMM Memory Modules, Brings 256 GB Capacities With 9200 MT/s Speeds As Agentic AI requirements grow, memory makers are rolling out faster and higher-capacity memory kits to meet the demands of AI firms. JEDEC is also pushing the DDR5 MRDIMM standard up to 12,800 MT/s, and today, Micron has announced that it is sampling its 256 GB DDR5 RDIMM modules with up to 9200âŚ
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