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…
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…
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…
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.
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.
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.…
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:…
By ckasprzak | TkOut | August 24, 2026 | Hardware, Memory
The Hot Take: How can you even call that a warranty?
The days when it was easy to just purchase a separate RAM kit are over, as the memory shortage means customers will adopt austerity measures to keep their PC hardware alive and kicking for as long as possible. A 16GB Patriot DDR4 RAM owner started experiencing errors with one of his sticks, prompting him to take advantage of the “lifetime warranty.” Unfortunately, that meant he’d have to ship over the RAM, which is more than 80 percent of the cost of DDR4 memory. Due to the customer’s location, it becomes a necessity to ship the DDR4 RAM to…
By ckasprzak | TkOut | August 24, 2026 | Hardware, Memory
The Hot Take: Corporate espionage, smh.
ChangXin Memory Technologies (CXMT), China's largest maker of dynamic random access memory (DRAM), planned to obtain Samsung's IP related to its memory process technologies in a bid to develop its own production nodes, according to testimony given in a South Korean criminal case involving leaked Samsung technology, reports Maeil Business. The company's managers allegedly had no intention to develop an in-house process technology from scratch, so obtaining IP from Samsung was a strategic decision.Go deeper with TH Premium: Memory(Image credit:…
By ckasprzak | TkOut | August 24, 2026 | Hardware, Memory
The Hot Take: I hope that G.Skill can survive after this, seems the RAM market is condensing hard since Micron's exit to avoid legal responsibility for price fixing.
G.Skill, maker of some of the best RAM for PC gaming, has begun sending payments to claimants in the $2.4 million class action lawsuit over claims that it falsely advertised the speeds of its memory, misleading customers because the very fastest speeds could only be obtained by overclocking. According to screenshots from different users, reimbursements range from a paltry $20 to $25.Go deeper with TH Premium: Memory(Image credit: SK Hynix)AI data centers are swallowing the world's memory and storage supplySamsung debuts three next-generation…