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… Micron has developed SOCAMM2 , a fresh form factor for LPDDR5X that is a "modular, serviceable module designed for servers." Testing used "Meta’s open-source DCPerf benchmark suite, which reflects production environments across a hyperscale fleet," and found that this low-power DRAM module "consume… …
… According to Micron, though, we shouldn't hold our breath. Sumit Sadana, the executive vice president and chief business officer of Micron, spoke at a tech and finance forum earlier this week . …
… To date, neither Micron, Samsung, nor SK Hynix have issued an official comment in response. …
… It's worth noting that, according to Counterpoint's charts, despite Micron and SK's new highs, it's Samsung that has been chomping through market share. In Q4 2025, Samsung held 36% of the DRAM market, SK had 32%, and Micron had 22%. Now, Samsung has 38% and SK 29%, with Micron remaining at 22%. …