The Hot Take: About time. I've been saying they should have one for a while.
The big story in computing these days is how an ongoing shortage of RAM (dubbed RAMageddon or the RAMpocalypse) has led to massive increases in hardware costs. The conventional explanation of the situation has been that shortages have been driven by the widespread construction of AI data centers. However, a new lawsuit (Garciaguirre et al. v. Samsung Electronics Co., Ltd., et al.) filed against RAM manufacturers Samsung, SK Hynix, and Micron, alleges that these companies are exploiting market conditions to artificially inflate prices.
The Hot Take: I really feel we need an investigation into all these memory manufacturers as I feel they aren't allocating all this ram for Ai like they way they are. History just repeating its self I think.
Amid the unrelenting demand for AI infrastructure, SK Hynix, the worldâs largest supplier of HBM memory used in high-end GPUs, now expects to triple its wafer capacity. You'll just have to wait through two more US presidential elections and then some. All that capacity wonât come online until 2034, SK Group Chairman Chey Tae-won told Nikkei Asia in a recent interview. SK Hynixâs valuation has soared in recent months. The company is one of three major producers of NAND flash and DRAM memory, large quantities of which are required to support theâŚ
G.Skill demos the capabilities of its DDR5 memory by pushing the Trident Z5 CK "CUDIMM" kit to 9200 MT/s at just 1.1V. G.SKILL Showcases DDR5-9200 1.1V 16GBx2 High-Speed CU-DIMM Memory Kit on MSI Z890 GODLIKE Motherboard Press Release: G.SKILL International Enterprise Co., Ltd, the worldâs leading brand of performance overclock memory, is showcasing an ultra-high-speed DDR5 CU-DIMM 32GB (16GBx2) memory kit operating at an impressive DDR5-9200 CL74-74-74-148 speed with only 1.1V DRAM voltage, validated on the flagship MSI MEG Z890âŚ
Nvidia finance chief Collette Kress says rivals moaning about memory prices should have ordered the stuff ages ago.
Kress has blamed other firms for being caught short in the ongoing memory squeeze. She said Nvidia saw the price surge coming and acted before everyone started clutching their pearls.
In an interview with Tae Kim, Kress said her firm ordered memory in advance because it understood prices were about to go north. That is not the sort of line which will calm customers now paying more for DRAM.
The surge in memory prices hasâŚ
The Hot Take: Well was the shortage planned to hasten this?
Chinese memory has apparently started making its way to global vendors, as Corsair's DDR5 modules have been spotted with CXMT DRAM. CXMT Takes Charge of The Global DDR5 Memory Supply Chain As Taiwanese & US Firms Lock In DRAM Supply Towards AI There has been a lot of talk going around CXMT and YMTC flooding the global markets with DRAM and NAND chips, as the AI supercycle has created a tight supply chain around commodity memory and SSDs. There were already reports that the major PC manufacturers have started exploring the integration ofâŚ
The Hot Take: All while the consumer market is high and dry.
Micron has started to ship its fastest DDR5 RDIMM memory modules, which feature 256 GB capacities & up to 9200 MT/s speeds. Micron Offers 40% Boost Vs Current "In-Volume" DDR5 RDIMM Memory Modules, Brings 256 GB Capacities With 9200 MT/s Speeds As Agentic AI requirements grow, memory makers are rolling out faster and higher-capacity memory kits to meet the demands of AI firms. JEDEC is also pushing the DDR5 MRDIMM standard up to 12,800 MT/s, and today, Micron has announced that it is sampling its 256 GB DDR5 RDIMM modules with up to 9200âŚ
The Hot Take: If this all is true they have a winner on their hands.
Intel's Z-Angle Memory (ZAM) is approaching completion as it races towards taking a bite at the AI boom while challenging HBM as a viable alternative. Intel's ZAM Challenges HBM As A Big Memory Innovation In the High-Bandwidth, High-Capacity Segment Offering 2x The Speed of HBM4 Z-Angle Memory or ZAM has been stirring up a lot of talk in the memory segment. The upcoming memory standard is being developed by Intel and SoftBank & aims to offer a low-power, high-density replacement to HBM. Now, new details have been shared that provide moreâŚ
The Hot Take: If this can even compete with HBM4 then intel has a HUGE win.
Intel and SoftBank, through their joint venture Saimemory, are working on a new memory architecture aimed at addressing bandwidth limitations in AI accelerators.
The Hot Take: Charge top dollar your union workers are going to want a slice of that pie. Just like any Government.
Samsung Electronics is preparing for a significant labor disruption as its primary union has announced an 18-day general strike scheduled from May 21 to June 7, 2026.
The Hot Take: We need the market to get a flood of these CUDIMMs as it seems they're capping classic DDR5 to 6400mt/s from the looks of it. New intel chips support this standard and it seems the only way to break that 6400mt/s barrier now.
Memory profiles rarely sound excitingâuntil a system starts acting up, fails to boot, or turns into a test of patience with manually adjusted timings. AMDâs EXPO 1.2 isnât exactly the kind of thing youâd see on a big stage with a smoke machine, but itâs a thoroughly important update for AM5. Itâs about DDR5 compatibility, [âŚ]
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