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Good news for some: Framework swims against the tide of the RAMpocalypse by 'retroactively reducing' its…
Framework is retroactively reducing prices on some of its LPCAMM2 memory modules due to securing a limited quantity at a lower cost. This move goes against the current trend of memory supply issues and price increases, with the company passing savings onto customers for both shipped and pending orders.
Chinese memory maker YMTC wants to dethrone Samsung and SK hynix by the end of 2027
Chinese memory maker YMTC aims to become the global leader in NAND flash memory by the end of 2027, challenging current leaders Samsung and SK hynix. The company, which currently holds a 13% market share, is reportedly expanding its infrastructure to meet this ambitious goal. YMTC is also looking to increase its presence in the DRAM market, facing competition from CXMT.
Micron, the trillion-dollar memory company, refused to replace a crucial drive for current market value until Reddit got…
A PC gamer successfully pressured Crucial into replacing a failed 4TB external drive after the company initially offered only a refund for the original purchase price. The customer escalated the issue to Reddit, citing market price increases and consumer protection laws, leading Crucial to provide a 1-to-1 replacement due to limited inventory.
The memory crisis led me down a rabbit hole into nations forming rival factions to secure the flow of computer chips and AI, with names that wouldn't sound out of place in a Command & Conquer reboot
The article explores the geopolitical landscape surrounding semiconductor and AI chip production, highlighting the formation of rival factions like Pax Silica (US-backed) and WAICO (China-backed). These groups aim to control the global flow of these critical components, impacting industries like PC gaming through supply chain disruptions and price volatility. Governments are prioritizing AI infrastructure, potentially at the expense of consumer needs, leading to a new era of resource guarding and a potential technological arms race.
SSD price increases might be with us for the long haul, as Phison's CEO says NAND supply won't catch up with…
Phison CEO Pua Khein-Seng predicts that NAND flash prices will continue to rise, potentially through 2030, due to a significant imbalance between supply and demand. Increased demand from AI infrastructure is a major factor, and new production capacity will take years to come online. Phison is shifting focus from the retail market to enterprise and AI solutions.
Applied Materials (AMAT) Q3 FY26 earnings results beat revenue, but miss EPS whisper number
Applied Materials reported a record quarterly revenue of $9.12 billion for Q3 FY26, driven by demand for AI technology and semiconductors. While revenue surpassed analyst consensus, the company's earnings per share of $3.50 missed the 'whisper number' expectation, though it still beat Wall Street estimates. The company's stock price saw a decline in after-hours trading following the announcement.
Micron's top brass wins the memory crisis corpo double speak award: 'We do not have line of sight as to when that supply vector will intersect the demand vector'
Micron's executive vice president, Sumit Sadana, stated that the company does not have a clear timeline for when memory supply will meet demand due to the significant pressure from AI hardware requirements and the lengthy process of building new fabrication facilities. This indicates the ongoing memory crisis is likely to persist for an extended period, with predictions for its resolution ranging from late 2027 to 2030 or beyond.
Corsair isn't rolling in money from its mega-expensive RAM kits—and it's all thanks to higher component…
Corsair is experiencing a decline in gaming component and system revenue despite increased memory prices, due to higher component costs impacting their broader product offerings. While memory sales are up, other component revenues are down, affecting overall demand. The company sees potential in the AI workstation market to offset these challenges.
SK Hynix Pours $38 Billion Into Two New DRAM and NAND Plants — But Chips Won’t Ship Until 2029
SK Hynix announced a significant investment of 54 trillion Korean won ($38.1 billion) to construct two new semiconductor fabrication plants in South Korea. One plant in Yongin will focus on HBM and DRAM, while the other in Cheongju will produce NAND storage chips. Production is not expected to begin until at least June 2029, indicating a long-term strategy to meet anticipated demand from AI data centers.
All Of 2027’s RAM Could Already Be Gone As Major Manufacturers Sell Out
Major PC component manufacturers Samsung, SK Hynix, and Micron have reportedly sold out of all Random Access Memory production for 2027, driven by high demand from AI companies. This shortage is expected to lead to increased prices for consumers across PCs, laptops, and gaming consoles, with Microsoft already warning of significant price hikes for Xbox Series X|S and PlayStation 5.
The three biggest RAM makers have already sold all their 2027 output, report says, potentially stretching price woes into 2028
The three largest RAM manufacturers, Samsung, Micron, and SK Hynix, have reportedly sold their entire expected output through 2027, potentially extending current high prices for PC components like RAM, storage, and graphics cards into 2028. This situation is exacerbated by demand from the AI industry and follows previous admissions from Samsung and Valve regarding ongoing shortages and price hikes.
RAM prices will stay high, as 2027 memory production slots are already sold out
RAM prices, particularly for DDR5, are expected to remain high due to massive demand from AI firms and sold-out production slots for 2027. Major manufacturers Samsung, SK Hynix, and Micron have filled their capacity, prioritizing High Bandwidth Memory for AI servers over consumer-grade RAM. This shortage impacts gamers building PCs or buying new devices, with no immediate signs of price drops.
RAM, SSDs to Face “Significantly Reduced” Supply Throughout 2027 – Rumor
A rumor suggests that RAM and SSD supply will be significantly reduced through 2027, with major manufacturers Samsung, SK Hynix, and Micron reportedly selling out their fabrication capacity. This scarcity is expected to prioritize AI companies and potentially lead to price increases for consumer products and next-generation consoles like the PlayStation 5 and future Xbox models. While Sony has secured enough RAM for PlayStation 5 production until fiscal year 2027, future price hikes are possible.
Chinese memory maker CXMT mops up even more market share away from the likes of Samsung, SK hynix, and Micron, giving me…
Chinese memory maker CXMT is rapidly gaining market share, capturing 7% of the revenue market from established players like Samsung, SK hynix, and Micron. This growth is attributed to component validation for CXMT memory and a successful public offering. CXMT memory is reportedly being integrated into HP, Asus, and Acer notebooks, particularly in regions outside the US, as demand for memory, driven by AI, continues to outstrip supply.
It won't fix the RAM crisis, but CXMT is poised to bring back mass-market DRAM production and gaming laptop brands…
ChangXin Memory Technologies (CXMT) is increasing its global DRAM market share and is reportedly being used by laptop manufacturers like HP, Asus, and Acer to alleviate RAM shortages. While CXMT's current focus is on the Chinese market and standard laptops, its growth presents a potential challenge to established players like Samsung, SK Hynix, and Micron, who are prioritizing HBM production.
Chinese RAM is reportedly landing in laptops from HP, Asus and Acer but it won't change the memory crisis overnight
Chinese memory manufacturer CXMT is reportedly supplying chips to HP, Asus, and Acer for use in their laptops, primarily in non-US markets. While CXMT's market share is growing, the limited supply is intended to avoid disrupting relationships with major global memory chipmakers like Micron, Samsung Electronics, and SK Hynix. This development comes amidst a global memory crisis, with demand expected to outstrip supply for years to come.
Morning Legal Briefs
Micron is facing a new lawsuit alleging that 'forever chemicals' will be released into the Oneida River from its New York fabrication plant. The complaint reignites a legal battle concerning environmental impact.
Samsung, who've been accused of worsening the RAM crisis via price fixing, reckon components will only get more expensive in 2027
Samsung predicts the ongoing RAM crisis will worsen in 2027, with supply unlikely to improve until 2028. The company's Q2 earnings call revealed that AI firms are securing future supply through long-term contracts, which benefits Samsung's financial outlook but contributes to higher consumer prices. This situation is at the center of a US lawsuit accusing Samsung, SK Hynix, and Micron of fixing RAM prices.
AMD graphics card price hikes are reportedly following Nvidia's, as the AI-fuelled RAM shortage continues to set wallets alight
AMD is reportedly increasing its graphics card prices by 10%, following Nvidia's earlier price hike of up to 30%. This is attributed to an ongoing RAM shortage, exacerbated by the demand for AI hardware, which is also leading to a lawsuit against major memory chip makers for alleged price fixing. Concerns are also raised about potential new AMD Radeon RX 9050 cards with only 4GB of VRAM.
Memory chip maker Samsung says the component shortage will continue to get worse in 2027, while earning a pretty penny from it
Samsung, a major memory chip manufacturer, predicts that global component shortages will worsen through 2027 and potentially 2028, driven by high demand from AI companies. This situation is leading to increased prices for consumer electronics, including gaming consoles like the PlayStation 5, Xbox Series X/S, and Nintendo Switch. Samsung, along with SK Hynix and Micron, faces accusations of price fixing related to these shortages.
