ADATA and TEAMGROUP halt memory module price quotes
DRAM Shortages bite
The world’s second largest memory module maker ADATA and Taiwan’s number two TEAMGROUP have paused quotations, signalling a market hotter than punters expected and rising prices.
Acer boss warns of CPU crunch
Parts shortage looming
Acer chairman Chen Junsheng says the second half of the year should see stronger PC demand thanks to seasonal effects, but parts shortages and rising costs are clouding the outlook.
YMTC eyes DRAM and homegrown HBM
State-backed NAND maker looks to ease the memory crunch
China’s NAND champ YMTC is barging into DRAM to build its own high-bandwidth memory and unclog a shortage throttling domestic AI rollouts.
Micron flexes "fastest" HBM4 DRAM
HBM4e push
Micron has started throwing its weight around in the memory arena again, claiming that its new HBM4 samples are not only the fastest around but sip power better than anything rivals have to offer.
US pulls plug on Samsung and SK Hynix’s China kit
Waiver yanked, fabs stalled, shares tanked
Washington has slammed the door shut on a loophole that let South Korea’s biggest chipmakers sneak US gear into their Chinese fabs without the usual bureaucratic hoops.
Nanya cashes in as DRAM giants throttle DDR4 output
Conservative chipmaker finds gold in dwindling supply
The DRAM world’s three big players have been quietly turning off the taps on DDR4 this year and it is finally sending prices skyward.
Chinese DRAM shift drives RAM price explosion
ChangXin’s AI pivot chokes supply
The price of standard DDR4 DRAM has gone through the roof, with 8-gigabit units hitting $4.12 and 4-gigabit parts climbing to $3.14, according to electronics trading firms cited by Nikkei Asia.
DRAM prices spike as OEMs bail on DDR4 and rush to AI
Old kit gets dearer as production pivots to high-end memory
DRAM prices are surging as major memory makers pull production from legacy tech to focus on high-end and AI-driven products, according to beancounters at TrendForce.
Micron shows off "thinnest and fastest" mobile DRAM
1-gamma LPDDR5X claims big AI gains with better battery life
Micron has started shipping samples of its 1-gamma node-based LPDDR5X memory, which it claims is the world’s fastest and thinnest low-power DRAM designed for flagship smartphones.
Samsung says sorry for profit plunge
We dropped the ball on AI
Samsung's profit has plunged dramatically with "around $126 billion wiped off its market value," according to data from S&P Capital IQ.