#dram — Public Fediverse posts

RAM from China: US government pressures Apple

Apple depends on Micron and two South Korean RAM producers and would like to buy CXMT DRAM from China. But that would cause trouble with the US government.

https://www.heise.de/en/news/RAM-from-China-US-government-pressures-Apple-11415843.html?wt_mc=sm.red.ho.mastodon.mastodon.md_beitraege.md_beitraege&utm_source=mastodon

#DRAM #IT #Mobiles #Wirtschaft #news

RAM aus China: US-Regierung macht Druck auf Apple

Apple ist von Micron und zwei südkoreanischen RAM-Produzenten abhängig und würde gerne CXMT-DRAM aus China kaufen. Doch das gibt Ärger mit der US-Regierung.

https://www.heise.de/news/RAM-aus-China-US-Regierung-macht-Druck-auf-Apple-11415738.html?wt_mc=sm.red.ho.mastodon.mastodon.md_beitraege.md_beitraege&utm_source=mastodon

#DRAM #IT #Mobiles #Wirtschaft #news

heise+ | Bit-Rauschen: Ein geheimes Start-up für x86-Technik und DRAM-Chips aus China

Ein US-Start-up arbeitet wohl an x86-Chips. DRAM aus China bringt viel Geld, aber auch Streit – und hat deutsche Wurzeln. Intel investiert in der EU.

https://www.heise.de/hintergrund/Bit-Rauschen-Ein-geheimes-Start-up-fuer-x86-Technik-und-DRAM-Chips-aus-China-11264162.html?wt_mc=sm.red.ho.mastodon.mastodon.md_beitraege.md_beitraege&utm_source=mastodon

#AMD #Speicher #BitRauschen #DRAM #Hardware #Intel #IT #Prozessoren #news

🆕CXMT depcze Samsungowi po piętach! Chińczycy mocno poprawili produkcję DDR5
➡️https://rootblog.pl/cxmt-przekroczyl-90-procent-uzysku-przy-produkcji/

#CXMT #DDR5 #DRAM #Micron #samsung #SKhynix

Engineer used 360-degree cam hidden in bag of snacks in attempt to steal DRAM process tech for China — IT security team pinpointed perp due to camera's leaky wireless signals

https://fed.brid.gy/r/https://www.tomshardware.com/pc-components/dram/nanya-engineer-used-360-degree-cam-hidden-in-snacks-in-attempt-to-steal-dram-process-tech-for-china-it-security-team-pinpointed-perp-due-to-cameras-leaky-wireless-signals

🇺🇦 #NowPlaying on #KEXP's #VarietyMix

Noname feat. DRAM:
🎵 Squatter

#Noname #DRAM

https://open.spotify.com/track/5RlOh3btlWSx7LCzgMz1zm

Investimento record da 10,7 miliardi per Nanya Technology: la nuova Fab 5A punta al mercato dei semiconduttori entro il 2029. Ma l'esplosione dell'IA satura la produzione di RAM, minacciando disponibilità e prezzi per il settore consumer. #Hardware #RAM #DRAM #Nanya #TechNews

Spaghettifying DRAM

https://github.com/xoreaxeaxeax/skitter-creek-bath-salts

Comments: https://news.ycombinator.com/item?id=49286341

#HackerNews #Spaghettifying #DRAM #tech #innovation #memory #design #hardware

Get 16GB of DDR5 RAM free when you buy AMD's 9900X and an Asus TUF motherboard — $659 Newegg combo saves $274, and you get a free 240mm AIO

https://fed.brid.gy/r/https://www.tomshardware.com/pc-components/ddr5/get-16gb-of-ddr5-ram-free-when-you-buy-amds-9900x-and-an-asus-tuf-motherboard-usd659-newegg-combo-saves-usd274-and-you-get-a-free-240mm-aio

Intel CEO hints at return to the memory business — says market is ripe for innovation, hints at stacking memory and CPU

https://fed.brid.gy/r/https://www.tomshardware.com/pc-components/dram/intel-ceo-hints-at-return-to-the-memory-business-says-market-is-ripe-for-innovation-hints-at-stacking-memory-and-cpu

#Apple muss die eigenen #Hardware Pläne für 2026 offenbar nach unten korrigieren. Grund dafür sind anhaltende Engpässe bei #DRAM Speicher, wie der bekannte Apple-Analyst #MingChiKuo berichtet. Die knappe Versorgung betrifft inzwischen nicht mehr nur einzelne Produkte, sondern könnte sich auch auf die nächste #iPhone-Generation auswirken. Hintergrund ist vor allem die starke Nachfrage aus dem #KI Bereich.

Mehr Infos: https://www.appgefahren.de/?p=403651

#appgefahren #Apple #AppleBlog #Tech #TechBlog #iPad #Mac

The AI boom is driving up demand for HBM, DRAM, SSDs, and server CPUs, pushing manufacturers to prioritize high-margin AI infrastructure over traditional consumer hardware. The result: memory and storage are becoming strategic bottlenecks, while CPUs are also seeing stronger demand as AI workloads scale.

AI is no longer just a GPU story. It is reshaping the economics of compute, memory, and storage.

https://www.buysellram.com/blog/ai-is-repricing-memory-storage-and-cpus-not-just-gpus/

#AI #Memory #DRAM #HBM #SSD #CPU #GPU #DataCenter #technology

NVIDIA sold the RTX 5060 Ti with 8GB or 16GB. Same chip. Launch price difference: $50.
Today the market difference is $191.
The 4060 Ti ran the same experiment two years earlier and landed within 50 cents per gigabyte.

https://www.buysellram.com/blog/nvidia-consumer-gpu-price-report-august-2026/

#NVIDIA #GPUPrices #RTX50 #RTX5090 #VRAM #GDDR7 #DRAM #GPU #PCHardware #ITAD #ITAssetDisposition #DataCenter #ResaleValue #technology

https://www.jpmorgan.com/insights/global-research/artificial-intelligence/dram-memory-shortage-from-ai

JPMorgan highlights how explosive AI demand for HBM and DRAM is tightening global memory supply, with capacity increasingly being allocated to AI data centers. Memory is becoming a strategic constraint for the entire tech industry, not just another commodity.

#AI #DRAM #HBM #Memory #Semiconductors #DataCenters #ChipShortage

NVIDIA sold the RTX 5060 Ti with 8GB or 16GB. Same chip. Launch price difference: $50.
Today the market difference is $191.
The 4060 Ti ran the same experiment two years earlier and landed within 50 cents per gigabyte.

https://www.buysellram.com/blog/nvidia-consumer-gpu-price-report-august-2026/

#NVIDIA #GPUPrices #RTX50 #RTX5090 #VRAM #GDDR7 #DRAM #GPU #PCHardware #ITAD #ITAssetDisposition #DataCenter #ResaleValue #tech

The AI boom is driving up demand for HBM, DRAM, SSDs, and server CPUs, pushing manufacturers to prioritize high-margin AI infrastructure over traditional consumer hardware. The result: memory and storage are becoming strategic bottlenecks, while CPUs are also seeing stronger demand as AI workloads scale.

AI is no longer just a GPU story. It is reshaping the economics of compute, memory, and storage.

https://www.buysellram.com/blog/ai-is-repricing-memory-storage-and-cpus-not-just-gpus/

#AI #Memory #DRAM #HBM #SSD #CPU #GPU #DataCenter #tech

DDR4’s spot benchmark rose 16.9% from June 30 to July 28. NAND rebounded 1.7% in the final week—but selective restocking, not broad demand, drove the move.
August will show whether it was a floor or only a pause.

https://www.buysellram.com/blog/dram-nand-market-update-in-july/

#DRAM #NAND #Memory #HBM #SSD #Semiconductors #AI #DataCenter #EnterpriseSSD #RAM #FlashMemory #tech

A report suggests that all three major memory manufacturers have #soldout their #2027 #DRAM and #HBM #capacity, primarily to #AI companies. This, coupled with long-term purchasing agreements, is expected to drive up retail prices further and exacerbate the ongoing #RAMcrisis. https://www.ign.com/articles/ramageddon-continues-another-year-as-2027-memory-capacity-is-reportedly-sold-out?eicker.news #tech #news #ainews

Apple is reportedly scrambling to secure enough DRAM chips 📱 as $1 billion worth of processors sit waiting for memory components. The shortage could impact early availability of the iPhone 18 Pro and the company's first foldable device, expected in September 2026. Read the article to learn how AI demand is squeezing the global semiconductor supply chain. 🔗

#Apple #iPhone18Pro #DRAM #SemiconductorShortage #TechNews

https://true-tech.net/apple-dram-shortage-report/

DRAM cartel-like behavior has to be investigated, and companies should be broken up. this is fucking crazy.

(h/t https://www.culpium.com/p/exclusive-apple-is-scrambling-for)

#Hardware #DRAM #Tech #Technology #Apple #TSMC #Semiconductors

$1 billion of iPhone 18 Pro chips 'on the shelves awaiting packaging' due to DRAM shortages — memory shortages reportedly put a wrinkle in Apple's launch plans

https://fed.brid.gy/r/https://www.tomshardware.com/pc-components/dram/usd1-billion-of-iphone-18-pro-chips-on-the-shelves-awaiting-packaging-due-to-dram-shortages-memory-shortages-reportedly-put-a-wrinkle-in-apples-launch-plans

Samsung debuts three next-generation memory technologies for AI data centers — zHBM, zNAND-O, and BV-NAND all rely on advanced wafer bonding technologies

https://fed.brid.gy/r/https://www.tomshardware.com/pc-components/dram/samsung-debuts-three-next-generation-memory-technologies-for-ai-data-centers-zhbm-znand-o-and-bv-nand-all-rely-on-advanced-wafer-bonding-technologies

China's CXMT targets 30% DRAM memory market share by 2030 with sixth mega-fab — future plans bottlenecked by access to advanced chipmaking tools

https://fed.brid.gy/r/https://www.tomshardware.com/pc-components/dram/chinas-cxmt-targets-30-percent-dram-memory-market-share-by-2030-with-sixth-mega-fab-future-plans-bottlenecked-by-access-to-advanced-chipmaking-tools

New Micron lawsuit reignites fight over New York fab — complaint alleges 'forever chemicals' will flow into Oneida River

https://fed.brid.gy/r/https://www.tomshardware.com/pc-components/dram/new-micron-lawsuit-reignites-fight-over-new-york-fab-complaint-alleges-forever-chemicals-will-flow-into-oneida-river

Lexar lists 32GB DDR5 memory with homegrown Chinese chips — 3,999 Yuan ($592) price undercuts hopes for cheaper CXMT-powered RAM

https://fed.brid.gy/r/https://www.tomshardware.com/pc-components/ddr5/lexar-lists-32gb-ddr5-memory-with-homegrown-chinese-chips-3-999-yuan-usd592-price-undercuts-hopes-for-cheaper-cxmt-powered-ram

While Samsung & Micron pivot to server AI memory, China's CXMT is stepping into the mobile gap!

They are close to commercializing the new technology LPDDR6 (12.8Gbps), aiming to challenge Samsung & Micron & SK Hynix as well.

A strategic shift that could reshape global DRAM supply chains!

#TechNews #Samsung #DRAM