Memory chips are now more expensive than compute chips on a per-area basis

DRAM makers may potentially get more money for their wafers than TSMC gets for its N3 wafers.

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China’s CXMT hits 12nm-class DRAM milestone — new 5th-gen DRAM tech uses quadruple-patterning to boost die capacity by 50%

China’s DRAM champion CXMT has begun mass production using its 5th Geb DRAM process technology

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Acer CEO says memory makers are hyping 2030 shortage fears to protect margins — PC prices set to decline by late 2027, cheaper Chinese capacity coming online delivers lower memory prices

Acer chairperson and CEO Jason Chen believes that PC prices will plateau by the first half of next year and start coming down towards the latter part of 2027. He also said that memory makers predict high prices because they want to keep their high margins for as long as possible.

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NOR Flash and SLC NAND production are under threat as capacity gets routed to more profitable products — ‘severe undersupply’ threatens everyday electronics

NOR Flash and SLC NAND are the latest products to be impacted by the ongoing AI buildout, with capacities tightening and production being routed to more lucrative chips.

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Corsair’s 32GB Vengeance kits are the cheapest DDR5 RAM on the market right now — lock down 6,200 MT/s speeds for $419.99 or save $10 on a slower RGB kit for $409.99 before memory prices climb further
 Corsair’s 32GB Vengeance kits are the cheapest DDR5 RAM on the market right now — lock down 6,200 MT/s speeds for $419.99 or save $10 on a slower RGB kit for $409.99 before memory prices climb further

This Corsair stock for 32GB Vengeance RAM means you can snatch DDR5 modules at some of its cheapest pricing right now, with a DDR5-6200 kit costing $419.99.

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Micron announces 512GB DDR5-9200 memory modules with 16W power draw — up to 12TB per server, claims 60% less energy-intensive than four 128GB modules
 Micron announces 512GB DDR5-9200 memory modules with 16W power draw — up to 12TB per server, claims 60% less energy-intensive than four 128GB modules

After five years, Samsung’s 512GB DDR5 memory modules get their first direct rival from Micron, which also promises to offer speed bins up to 9200 MT/s. But their prices could be way too high even for hyperscalers.

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This $389 32GB DDR5 RAM kit is the cheapest on sale right now for a gaming PC upgrade — higher-spec RAM for $415 gives PC builders rare choice as the AI boom continues to force memory prices higher
 This $389 32GB DDR5 RAM kit is the cheapest on sale right now for a gaming PC upgrade — higher-spec RAM for $415 gives PC builders rare choice as the AI boom continues to force memory prices higher

These DDR5 32GB memory kits are the cheapest you’ll find on sale right now, starting at $389.

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Tech enthusiast finds $12,000 stack of RAM in their garage — work let them keep an old server stuffed with 1,920GB of DDR4

A computing enthusiast found a fat stack of DDR4 RAM sticks that might be worth $10,000 in their garage.

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Chinese chipmaker CXMT allegedly used a written roadmap to steal Samsung DRAM tech — South Korean court says ‘Project Hefei’ lifted 620-step recipe to build 10% global market share
 Chinese chipmaker CXMT allegedly used a written roadmap to steal Samsung DRAM tech — South Korean court says ‘Project Hefei’ lifted 620-step recipe to build 10% global market share

CXMT’s alleged industrial espionage from Samsung had an actual roadmap — South Korean court says Project Hefei was responsible for CXMT’s current position as major DRAM maker

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Samsung teases new HBM5 with twice the performance of HBM4E —ambitious data transfer rates could hint at 4,096-bit interface
 Samsung teases new HBM5 with twice the performance of HBM4E —ambitious data transfer rates could hint at 4,096-bit interface

Samsung expects HBM5 to deliver 4 TB/s of bandwidth per stack by late 2020s, which will enable AI accelerators with aggregated memory bandwidth of around 100 TB/s.

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