The Hot Take: Hoping this helps the DRAM & NAND crunch sooner than later.
Former Intel CEO Patrick Gelsinger has come out in support of memory chip designer Nagare Labs and its Z2RAM technology. Gelsinger shared his thoughts about the firm with The Register, where he said the firm was combining the best aspects of SRAM, DRAM and flash memory to create a potential competitor for HBM memory when it comes to density, speed and power. Among other features, Z2RAM is integrated directly on the logic chip, which reduces the distance for the data to travel. Former Intel CEO Patrick Gelsinger Believes Z2RAM Gives Better…
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The Hot Take: GOOD.
A user-reported G. Skill warranty case has highlighted the extreme change in DDR5 pricing while also demonstrating the practical value of a lifetime memory warranty.
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The Hot Take: Monopolies doing what monopolies do.
Micron is reportedly pulling the plug on its 2 GB (16Gb) GDDR7 memory chips, ending production and sales of both the 28 Gbps and 32 Gbps variants. According to an X post by UNIKO’s Hardware, the chips — some of which shipped on some GeForce RTX 50 graphics cards — are now designated as “End of Life” on Micron's site. Tom’s Hardware can confirm that the pages for module norms return “No results found.”Micron just began supplying its 2GB GDDR7 to Nvidia earlier this year, with Samsung and SK Hynix being the main GDDR7 suppliers. As a result,…
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The Hot Take: Don't see how much worse it can get when it's basically in complete collapse. Is this because we're supposed to be using CXMT memory chips?
Intel chief executive Lip-Bu Tan warned that the memory shortage battering PCs and smartphones could get even worse in 2027.
Speaking at the AI Infrastructure Summit in Santa Clara on 15 September, Tan said the industry had underestimated how serious the memory bottleneck would become.
“Early last year, I said that ‘memory would become a bottleneck.’ Many people did not realise it back then, but as a result, I was right,” Tan said.
According to DigiTimes Tan expects conditions to deteriorate further next year as AI infrastructure…
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The Hot Take: Interesting if it happens, the industry is already thing as is with stock.
Micron’s Taiwan workers are threatening a strike unless the memory chipmaker agrees to permanent profit sharing as AI profits pile up.
According to Reuters, a Taiwanese union representing Micron Technology workers said it could move towards industrial action if the company fails to make a concrete proposal.
For those not in the know, Taiwan is a crucial manufacturing centre for Micron’s DRAM and high-bandwidth memory chips, which have become particularly tasty commodities thanks to the AI server boom.
No strike has been called, and…
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The Hot Take: Whoa! Wonder if Intel's next desktop CPUs will get that 6400MT/s faster ram after all.
Micron has demoed the world's first 512 GB DDR5 memory module that hits speeds of up to 9200 MT/s, enabling next-generation servers. AI Demand Pushes Memory Makers To Produce Denser DDR5 Modules, Now Packing 512 GB & 9200 MT/s In Micron's Latest Design Agentic AI and memory-intensive workflows have pushed the DRAM requirements through the stratosphere, and memory vendors such as Micron are actively working towards next-gen technologies to meet this demand. Micron's latest product is designed to meet these requirements, packing up to 512 GB…
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The Hot Take: Will there be any DDR5 available at this speed? Because if you go to NewEgg you only see speeds up to 6400MT/s....
Intel has confirmed that its next-generation Nova Lake 12Xe mobile processor with integrated graphics supports DDR5 memory modules up to 8000MT/s CSO-DIMM speeds, according to a September 3 Weibo report from user @金猪升级包.
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The Hot Take: AGAIN, suddenly we explain this to the world, is this to head off all the questions on where the DRAM supply is going? Coordinated.
Samsung has outlined an ambitious three-stage roadmap for High Bandwidth Memory, culminating in an architecture called zHBM that effectively merges memory and compute into the same vertically integrated package.
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The Hot Take: Suddenly we explain this to the world, is this to head off all the questions on where the DRAM supply is going?
The silicon industry has arrived at a consensus that the HBM pathway to unlock incremental AI compute is stalling, especially as converting silicon wafers into an HBM stack yields far less usable capacity than commodity DRAM, prompting the wider industry to start experimenting with SRAM-only decode, Processor-In-Memory (PIM) within LPDDR, CXL pooling, and 3D DRAM. Of course, it is the 3D DRAM architecture that is considered somewhat of a panacea at the moment, as highlighted by AMD's recent admission as to its phenomenal energy efficiency.…
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The Hot Take: Good, hope they do. Micron needs to take some losses if you ask me.
Micron Taiwan faces a potential strike as support for this labor action is increasing among its workers. Local media reports that a preliminary survey showed 80% of the people involved support such a move, with its labor union demanding that the current bonus system be replaced with a profit-sharing scheme, similar to what SK hynix employees receive. Micron, alongside Samsung and SK hynix, have been raking in a lot of cash because of the AI-driven memory chip shortage, and its workers want a piece of the action.Go deeper with TH Premium:…
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