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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The Hot Take: When do we start looking at these folks for price fixing again????
Memory shortages are expected to last several years, with no sign of stabilization anytime soon, as DRAM makers fail to meet demand. Despite Creating New Production Factories, DRAM Makers Will Fail To Meet Memory Demand For Many Years Memory supply constraints continue to grip the industry as the rise of Agentic AI has led to severe shortages. The demand is so massive that it will take years before we see any hint of relief. The latest report from Nikkei Asia seems to agree with this matter. It is stated that DRAM manufacturers are expected to…
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The Hot Take: Oh yay more lower end options because of shortages....
Motherboards used to be the quiet workers in the background. Now they act like mini memory labs, and Gigabyte is stepping up its game in this very area. With the Z890 Plus series, the manufacturer is turning a CES showcase project into a broader platform statement: more focus on signal integrity, two DIMM slots instead […]
Source
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The Hot Take: With Apple sharing chips between platforms and now this. Seems like hardware consolidation is happening faster.
Qualcomm is reportedly exploring a partnership with China's Changxin Memory Technologies (CXMT) to develop custom DRAM tailored for smartphones, a move that reflects mounting pressure across the mobile supply chain as memory shortages and rising costs reshape industry dynamics.
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The Hot Take: When you fix RAM prices you'll get this. Wonder when the Class Action Suites for pricing fixing get started.
Samsung Electronics is expected to deliver one of its strongest quarterly performances on record, driven largely by a sharp upswing in the global DRAM market. Forecasts for Q1 2026 point to operating profit reaching approximately $23.
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The Hot Take: Is this why they left the consumer market? Going to a different market other than Ai to make more money with?
Micron has outlined a significant increase in memory requirements for future autonomous vehicles, with the company stating that Level 4 (L4) self-driving systems could demand more than 300GB of RAM per vehicle.
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The Hot Take: So we can lock in that price gouging?
Samsung is reportedly pushing memory customers into surprise three- to five-year supply contracts.
It thinks it can spot price swings “early on” and adjust investment before it gets caught with too much new capacity and nowhere to ship it.
Samsung chief executive Jun Young-hyun said, “We are now working with our major customers to shift this transaction environment toward fixed-term supply contracts, three- to five-year contracts. We expect to be able to identify fluctuations [in the market] early on and, because we are aware of them in…
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