… 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. …
… With Rubin, memory costs rise 435 per cent, from $373,939 in Grace Blackwell to more than $2 million on Vera Rubin. That figure combines the costs of LPDDR5X and HBM4 memory. …
… 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. …
… Qualcomm is still well behind Nvidia in the race to feed artificial intelligence, but it unveiled its own data centre chips last year, and it is clearly desperate to be taken seriously in that market. …