Nanya to quadruple capital spending to $6.2 billion in 2027 as DRAM prices push gross margin to 79.5% — Q2 revenue skyrockets as ASPs for memory continue to surge Tom's Hardware · 07-10 22:31
Researchers turn HBM on its side to tackle AI memory’s heat wall — Korean V-Die and Japanese MOSAIC designs promise higher bandwidth, denser stacks, and cooler future GPUs Tom's Hardware · 07-10 20:40
Apple starts testing cheaper Chinese RAM inside iPhones, but your pocket won’t feel the ease Digital Trends · 07-08 23:03
Apple tests CXMT memory chips for China devices as DRAM maker gains clout: FT Stock Market News · 07-08 09:53
Intel patent reveals new XBM memory architecture that ditches HBM's costly silicon interposer — backend-transistor DRAM stack uses UCIe links and built-in repair to ease AI's memory bottleneck Tom's Hardware · 07-07 19:00
MEMORY STOCKS REBOUND ON AI OPTIMISM Memory chip stocks rose in premarket trading after analysts called the recent pullback a buying opportunity. UBS expects the DRAM market to remain undersupplied until at least 2028, while Citi and Bank of America raised forecasts on stronger AI demand. Analysts say the recent weakness is a healthy reset—not a sign of slowing AI growth. *Walter Bloomberg (@DeItaone) / Twitter · 07-06 20:09
Memory price surge begins to cool as consumers hit affordability limit — AI demand still keeps DRAM and NAND prices climbing through Q3 2026 Tom's Hardware · 07-04 20:47
Inside the history of DRAM price-fixing lawsuits — how HBM allocations could make a difference after two decades of failed cases Tom's Hardware · 07-03 23:13
SK hynix to invest $712.5 billion in South Korean operations — Cheongju NAND expansion, Yongin Semiconductor Cluster for DRAM detailed Tom's Hardware · 07-03 01:28
AI MEMORY BOOM ADDS TO U.S. INFLATION Wolfe Research says soaring memory chip prices, driven by AI demand, have added about 0.3 percentage points to U.S. core inflation. Rising DRAM and NAND costs are pushing up computer and smartphone prices, with Apple expected to raise prices on several products. Wolfe warns AI is becoming an inflation driver rather than a disinflationary force. *Walter Bloomberg (@DeItaone) / Twitter · 06-30 21:36
South Korea unveils $520 billion investment plan with Samsung and SK Hynix to expand memory chip dominance — plan includes four new fabs and HBM facilities, amid strong government support Tom's Hardware · 06-29 23:12
Samsung, SK hynix, and Micron sued over alleged DRAM price fixing amid record memory costs — lawsuit claims coordinated HBM shift was cover to curtail DDR3 and DDR4 production Tom's Hardware · 06-29 22:18
Save a massive $1,100 on this RTX 5080 gaming PC with a 9800X3D from HP, now just $2,499 — liquid-cooled Omen 35L rig unlocks 4K gameplay with 32GB DDR5 and a 2TB SSD Tom's Hardware · 06-29 20:15
Sophon PFG-1: a monolithic-3D AI ASIC with 330 GB of on-die DRAM and no HBM Hacker News · 06-29 10:23
Commodore drops Callback flip phone by $100 by defaulting to recycled memory chips and unbundling the earphones — Callback 8020 drops to $399 as skyrocketing memory prices punish smartphone buyers Tom's Hardware · 06-27 19:30
Apple製品が一斉値上げ、iPadやMacほか20～75%上昇 iPhoneやWatchは含まず | テクノエッジ TechnoEdge はてなブックマーク - 人気エントリー - テクノロジー · 06-26 00:59
「メモリが高すぎる」米ユーザーらが半導体大手3社を提訴
