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Micron's low power DRAM 'consumes approximately one-third the power of DDR5' in AI data center workloads,…
Micron and Meta have collaborated on an experimental data center rollout of low power DRAM (LPDDR5X) using Micron's SOCAMM2 form factor. Testing indicated this experimental DRAM consumes approximately one-third the power of DDR5 in AI workloads, accounting for under 7% of total system power and offering better bandwidth-per-watt performance.
Memory chipmaker CXMT sees shares surge 466%, becomes one of China's most valuable listed companies right below…
Chinese memory manufacturer CXMT experienced a massive surge of 466% on its initial public offering on Shanghai's STAR market, becoming one of China's most valuable listed companies. Despite concerns about speculation and potential market bubbles, CXMT's expansion plans and its appeal to major players like Apple highlight its growing significance in the global memory market.
The fourth biggest memory manufacturer could break into America soon, and chances are you've never heard of it
Chinese memory manufacturer ChangXin Memory Technologies (CXMT) is planning to enter the US market, aiming to become the fourth-largest memory producer globally. Despite facing competition from Micron and potential trade restrictions, CXMT has seen significant revenue growth and a successful IPO, supported by state-backed investment.
DRAM demand predicted to outstrip supply by 28.7 exabytes in 2030, which is almost as much as the actual DRAM in the…
Research predicts a significant DRAM shortfall by 2030, with demand exceeding supply by 28.7 exabytes, even with increased production from Chinese manufacturers. This deficit is driven by AI demand and general market bottlenecks, potentially keeping DRAM prices inflated. Innovations in AI efficiency could offer some relief, but the overall trend points to continued supply constraints.
So THIS is why component makers have started validating their products for Chinese memory
Component manufacturers like MSI and Asus are validating their products for Chinese-made DRAM, driven by a significant ramp-up in production from companies such as CXMT. This expansion, supported by state backing and faster construction times, could see Chinese memory makers quickly rivaling established players like Micron. The increased capacity is expected to meet high global demand, potentially impacting pricing and availability for PC components.
'Customer demand will remain higher than our supply capacity even beyond 2030': SK hynix CEO predicts memory…
SK hynix CEO Kwak Noh-Jung predicts the global memory supply crisis will persist beyond 2030, with customer demand consistently exceeding supply capacity. Despite ongoing capacity expansions by major players like SK hynix, Samsung, and Micron, the CEO forecasts that next year will be the worst in the industry's history from a supply perspective. Analysts express concerns about potential oversupply due to new capacity builds and the uncertain monetization of AI spending.
SK Hynix (SKHYV) ADR closes first day of American trading up 13%
SK Hynix's American Depositary Receipts (ADRs) closed their first day of trading up 13%, reaching $168.31 per share. The memory chip manufacturer has seen a surge in demand for its DRAM and flash memory products, driven by the booming AI sector and increased spending on data center components. This growth contributed to SK Hynix reaching a $1 trillion valuation in May 2026.
Multiple motherboard and PC component makers move forward with Chinese-made memory validation
Motherboard manufacturers MSI and Asus are validating DDR5 memory from Chinese supplier CXMT, enabling support for higher speeds on their AMD AM5 platforms. This move comes as major memory producers like Samsung, SK hynix, and Micron are still expanding capacity, with CXMT becoming a significant player in the DRAM market despite controversies.
Morning Tech Bits
Steam Machine Verified medals have begun appearing on game store pages, suggesting a new compatibility system. Separately, Micron announced plans to invest $250 billion in US manufacturing facilities.
What memory crisis? 79% of PC Gamer readers are rocking 32 GB or more RAM in their gaming rigs
A survey by PC Gamer reveals that 79% of its readers have 32 GB of RAM or more in their gaming PCs, with 50% specifically having 32 GB. This data contrasts with industry concerns about memory shortages and rising prices, indicating that PC gamers have largely equipped themselves with ample RAM. The article also touches on the broader impact of the memory crisis on other PC components and peripherals.
Micron (MU) announces plans for up to $3 billion investment in US semiconductor ecosystem
Micron Technology announced plans to invest up to $3 billion in the United States semiconductor ecosystem, including breaking ground on a new manufacturing plant in New York. The company also plans a $500 million investment to support GlobalWafers' expansion in Texas. This investment is driven by the surging demand for memory components in the AI era.
Analysts think SK hynix's DRAM and NAND prices will finally drop by the end of 2028, but not before a huge rise…
Analysts from Bernstein predict that SK hynix's DRAM and NAND prices will see a significant rise through 2027 before dropping in 2028. Despite the eventual decline, prices are expected to remain considerably higher than 2025 levels. SK hynix is investing heavily in increased chip output, but aims to manage production to avoid oversupply.
SK hynix to invest over $60 billion in chip plants in South Korea, but the memory crisis still seems a long way from…
SK hynix plans to invest over $65 billion in South Korea to build new chip plants, focusing on NAND flash memory and chip packaging. This significant investment comes amid a global memory crisis, with companies like Samsung and Micron also facing supply shortages. The article analyzes the long-term implications of these investments and the ongoing memory crisis, suggesting it may persist beyond 2028.
Rockstar workers hit back, PlayStation ditches physical discs, and chipmakers accused of price fixing - Patch Notes #59
Several significant developments have occurred in the gaming industry, including Rockstar Games facing accusations of pay inequity and crunch, Sony's PlayStation preparing to discontinue physical software production in January 2028, and major chipmakers being sued for alleged price-fixing. Additionally, Ubisoft has hired Christoph Hartmann to oversee its Tom Clancy franchises, while Krafton has agreed to pay bonuses to the Subnautica 2 developer Unknown Worlds following a legal dispute and CEO resignation. Microsoft is also reportedly testing a disc-to-digital feature for its Xbox consoles.
PS6 could cost nearly $1,000 USD just to produce
A leaker suggests the PlayStation 6 could cost nearly $1,000 USD to produce due to rising component prices, particularly for RAM and SSDs driven by the AI boom. Sony Interactive Entertainment CEO Hideaki Nishino indicated that the company may not absorb all increased costs, implying higher retail prices for future consoles. This trend is also impacting sales of current-generation consoles like the PlayStation 5 and Xbox Series X.
Memory manufacturers sued in class action suit alleging price and supply fixing
Memory manufacturers Samsung, SK Hynix, and Micron are facing a class-action lawsuit alleging they fixed component prices and reduced supply. The suit claims the companies coordinated their exit from DDR3 and DDR4 RAM production to focus on high-bandwidth memory for AI data centers, leading to significant price increases. This alleged manipulation has impacted console manufacturers like Sony and Nintendo, who have cited memory shortages as a factor in recent hardware price hikes.
The RAM Crisis Is One Big Price-Fixing Monopoly, New Lawsuit Claims
A new class-action lawsuit has accused Samsung, Micron, and SK Hynix of colluding to fix prices for consumer RAM and storage, creating a monopoly. The lawsuit claims the manufacturers simultaneously shifted production away from consumer-grade DDR3 and DDR4 to focus on High-Bandwidth Memory for AI data centers, orchestrating a supply constraint. This alleged price-fixing has impacted the cost of PC and gaming hardware, leading to price increases across various platforms.
Amidst a lawsuit for RAM price fixing, Micron has signed manufacturing agreements with 16 of its clients that will ensure high memory costs for another five years
Micron has signed five-year manufacturing agreements with 16 clients, locking in high memory costs for another five years. This comes amidst a lawsuit accusing Micron, Samsung, and SK Hynix of price fixing by artificially limiting supply. CEO Sanjay Mehrotra stated these agreements ensure contracted supply assurance and robust gross margins for Micron.
Three Biggest RAM Makers Sued for Price-Fixing DRAM, Causing Supply Shortage
SK Hynix, Samsung, and Micron are facing a class-action lawsuit alleging price-fixing and supply manipulation of DRAM components. The lawsuit claims the companies artificially limited DDR3 and DDR4 RAM supply to drive up prices, while prioritizing more profitable High Bandwidth Memory for AI data centers. This alleged behavior has impacted the prices of consumer electronics, including gaming consoles like the PlayStation 5, Xbox Series X, and Nintendo Switch.
The largest RAM and storage component manufacturers are being sued for alleged price fixing and stoking "supracompetitive prices"
Samsung, SK Hynix, and Micron, the world's largest RAM and storage manufacturers, are facing a class-action lawsuit alleging price-fixing and intentional supply limitations. The suit claims these actions have led to 'supracompetitive prices' for consumers, impacting devices from PCs and consoles to AI data centers. This is not the first time these companies have faced such accusations, with past incidents involving DRAM price-fixing leading to significant fines.
