Micron inks long-term supply agreements worth $100 billion — says it has no idea when RAM crisis will end

Micron has signed 16 LTAs with various customers to supply DRAM and NAND worth $100 billion.

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2003-era DDR2 memory prices jump up to 60% — AI-driven DRAM shortage reaches the oldest standard still in production

DDR2 contract prices rose 55% to 60% in the second quarter of the year and are projected to climb another 35% to 40% in the third.

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This $339 Corsair 32GB DDR5 RAM kit is the cheapest on sale right now, $45 less than the next-best rival — secure overclockable RGB kit with 6,000 MT/s speeds for a new gaming PC build and beat inevitable future price rises

This 32GB Corsair Vengeance DDR5-6000 RAM kit is on sale at Woot for $339.99 right now, $45 less than its next-best rival.
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Nvidia and SK hynix ink multi-year memory co-development and supply agreement — seeks to address extended development cycles

Nvidia and SK hynix have inked a multi-year collaboration agreement under which the companies will co-develop next-generation memory technologies for Nvidia’s upcoming platforms and SK hynix will supply them to Nvidia.
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Counterfeit G.Skill and V-Color DDR5 modules hit Chinese marketplaces, impacting company sales — cheap contraband memory using identical PCBs and heat spreaders almost impossible to spot

Counterfeit memory modules with G.Skill and V-Color badges sold at Chinese marketplaces use identical PCBs and heat spreaders, are hard to identify.
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32GB of DDR5 now costs $375 minimum — AI shortage continues to squeeze PC building

32GB of DDR5 RAM can now no longer be found for less than $374.97.

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The rise of local agentic computing faces a brutal reality: rising DRAM prices — RTX Spark, Gorgon Halo chips subject to 63% DRAM contract price hike this quarter

DRAM contract prices are forecast to climb another 58% to 63% this quarter.

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SK hynix to double memory wafer capacity within five years, chairman says — AI-driven shortage will persist until at least 2030

SK hynix will double its memory wafer capacity within five years, SK Group chairman Chey Tae-won told reporters at Computex in Taipei on June 2nd.
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Cooler Master is bringing active cooling to DDR5 RAM, promising up to 15-degree temperature drops — ‘MasterDIMM’ combines G.SKILL memory with a built-in fan, kits run up to 128GB

Cooler Master and G.Skill are launching “MasterDIMM” — a new line of DDR5 memory sticks that comes enveloped in a stylishly-thick black and gold heatsink that features a blower fan. Two RGB stripes run along the top to add…

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This chip startup just raised $135M on a bet that AI’s biggest bottleneck isn’t compute — it’s memory

South Korean chip startup Xcena is betting that AI’s real bottleneck is not compute, but memory.

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