Intel angles for HBM crown – Fudzilla.com
News PC Hardware May 4, 2026 by Nick Farrell Intel angles for HBM crown Intel wants a new memory stunt for the AI land grab, and it is pitching Z-Angle Memory as the thing that makes HBM look tired. …
News PC Hardware May 4, 2026 by Nick Farrell Intel angles for HBM crown Intel wants a new memory stunt for the AI land grab, and it is pitching Z-Angle Memory as the thing that makes HBM look tired. …
… AI GPUs need DDR memory as well as HBM. Since both are made using the same machines, increased HBM demand pushes manufacturers to shift capacity away from DDR. …
… The broader memory segment was still up 28.8 per cent month on month and 326.3 per cent year on year. HBM memory prices rose 18.7 per cent against the previous month and 165.5 per cent against the prior year. …
… Industry insiders claim the Korean memory giants are taking separate routes to make next-generation DRAM chips, as AI data centre buildouts squeeze the memory market. Demand for AI computing kit has tightened supplies of HBM, DRAM and other chips because they rely on many of the same raw materials. …
… Samsung and SK Hynix make high-bandwidth memory chips that Nvidia and other big tech “hyperscalers” need to keep their AI machines fed. Buyers are locking in years of HBM supply in advance. Prices for less advanced DRAM and NAND memory chips have been dragged higher by the same demand. …
… Corsair is one of the bigger US-based PC component makers, including memory modules, and it has the same problem as everyone else. Micron, Samsung and SK Hynix have shoved much of their production towards AI-friendly DRAM, including HBM and LPDDR5X. …
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… This year’s memory price surge is battering consumer electronics, with Gartner predicting PC prices will rise 17 per cent while shipments fall 10.4 per cent, and IDC saying global smartphone shipments are down more than four per cent after an upward run since mid-2023. …
… Job’s Mob is contending with soaring memory and storage prices too, with hyperscale data centres hoovering up components to feed their AI infrastructure. …