
U.S. lawmakers demand Commerce Secretary Howard Lutnick to ban imports of memory chips from China to the U.S., ask allies to do the same.
Early testing hints that CXMT-made DDR5 RAM performs worse than SK Hynix-made DDR5 at the same clock speeds, while being harder to manually overclock as well. It also allegedly doesn’t scale with voltage or allow the subtimings to be tuned properly.

As CXMT’s DRAM capacity set to match Micron’s, China’s DRAM industry could become world’s second largest after South Korea.

SK Hynix CEO Kwak Noh-jung says the memory shortage will get even worse in 2027, and claiming the RAM crunch will last at least until the turn of the decade.

The first independent benchmarks for AMD’s EXPO ULL memory are available, showing just up to a 4% improvement despite an increase in price.
SPHBM4 promises HBM4-class bandwidth without usage of silicon interposer and CoWoS-like packaging.

MSI has officially validated region-bound Chinese RAM using CXMT modules to run at up to 8,200 MT/s on its AM5 motherboards. Models with two RAM slots can handle these high frequencies a bit better than four-DIMM variants.
TrendForce says DRAM and NAND prices will continue to rise through Q3 2026, but AI-driven gains are slowing as PC and smartphone makers reach their affordability limits.

17 plaintiffs sued Samsung, SK hynix, and Micron in the U.S. District Court for the Northern District of California in late June.