The 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
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The 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.
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The 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.
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The 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
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The Hot Take: Following AMD with releasing DDR4 chips again? We'll have to wait and see. This RAM crunch is getting horrible for sure.
Intel sat down with Tom's Hardware at Computex 2026, and the company says it recognizes the importance of Raptor Lake and DDR4 platforms as the memory crunch continues.
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The 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
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The 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
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The 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
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The Hot Take: If this all is true they have a winner on their hands.
Intel's Z-Angle Memory (ZAM) is approaching completion as it races towards taking a bite at the AI boom while challenging HBM as a viable alternative. Intel's ZAM Challenges HBM As A Big Memory Innovation In the High-Bandwidth, High-Capacity Segment Offering 2x The Speed of HBM4 Z-Angle Memory or ZAM has been stirring up a lot of talk in the memory segment. The upcoming memory standard is being developed by Intel and SoftBank & aims to offer a low-power, high-density replacement to HBM. Now, new details have been shared that provide moreâŚ
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The Hot Take: If this can even compete with HBM4 then intel has a HUGE win.
Intel and SoftBank, through their joint venture Saimemory, are working on a new memory architecture aimed at addressing bandwidth limitations in AI accelerators.
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