The Hot Take: They're getting bad.
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 has…
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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 of…
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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 9200…
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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 more…
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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.
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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.
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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 exciting—until a system starts acting up, fails to boot, or turns into a test of patience with manually adjusted timings. AMD’s EXPO 1.2 isn’t exactly the kind of thing you’d see on a big stage with a smoke machine, but it’s a thoroughly important update for AM5. It’s about DDR5 compatibility, […]
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The Hot Take: Not hitting the states yet, everything still 800+ still. Hopefully soon, or they start pumping out CUDIMMs for the higher speed kits.
You will be extremely lucky if you can buy a 64 GB RAM kit for under $500 these days, but some retailers in Japan are indeed selling it for such a low price. Several DDR5 RAM Kits in Japan See a Sudden Price Decline of Up To 22% Compared to Previous Months Prices for several DDR5 RAM kits have dropped sharply in Japan mid-April, making them more affordable than they were in the previous months. We all have been waiting for such price drops, but every time we see some relief, the prices shoot up quickly in a few days. […]Read full article at…
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The Hot Take: HBM competitor would be good bringing Ai accelerator competition for RAM. Intel bringing it should help Intel to catch up in the Ai game for sure.
Japan’s SaiMemory, a SoftBank subsidiary collaborating with Intel, has secured NEDO funding to develop Z-Angle Memory (ZAM), a next-gen DRAM architecture addressing HBM limitations
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The Hot Take: We get DDR5 that's handicapped... This is ridiculous.
Intel is working with partners to release a cost-effective DDR5 memory design called HUDIMM, but it will lead to much lower performance. DDR5 HUDIMM Memory May Look Great For Budget Builders, But The Performance Impact Is So Huge, It Makes DDR4 Look Better Last week, Intel introduced a new DDR5 memory standard, along with its partners, called HUDIMM. The HUDIMM standard stands for Half-UDIMM & what it does is switch from two 32-bit channels that are featured on normal memory modules to just one 32-bit channel. This should allow memory…
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