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DRAM, or dynamic random-access memory, is a volatile computer memory technology that stores bits in capacitors and requires periodic refreshing to maintain data.
… But China-based manufacturers of DRAM and flash memory, such as CXMT and YMTC, may be obliged to support local industries, including producers of DRAM and SSD modules as well as smartphones and PCs, by China's federal or local governments. …
… His argument stems from historical DRAM market leadership shifts. In 1975, U.S. companies controlled 95% of the DRAM market, with Intel alone holding 75%. Japan then turned DRAM into a commodity business, increased its share to 80% by 1985, while the U.S. fell to 10% and then just 2% by 1990. …
… Samsung and SK Hynix, both South Korean companies — who together with US-based Micron Technologies control over 90% of the global DRAM market — had earlier warned that shortages could last beyond 2027 . And the CEO of Adata projects that the global DRAM shortage will run for another 10 years . …
… Back in October, he said the simultaneous shortage of DRAM, NAND, SSDs, and hard drives was the first he'd seen in 30 years in the industry, and DRAM contract prices have since risen as much as 171% year over year . …
… In fact, as everyone is capacity constrained these days, there is little incentive for CXMT to price its DRAMs significantly below those from renowned makers. …
… The complaint is the third major legal assault on the DRAM industry in two decades. …
DRAM Latest about DRAM Scammers are selling fake DDR5 with empty plastic chips relabeled to pass as legit By Hassam Nasir Published 11 May 26 DDR5 Enthusiast builds his own RAM in garden shed cleanroom By Mark Tyson Published 22 April 26 DRAM New 'HUDIMM' test shows nearly 50% reduction in memory t… …
… Unprecedented demand Citrini Research projects total DRAM demand to reach 157.5 exabytes EB per year by 2030, including 75 EB of commodity DRAM for agentic AI CPUs, 25 EB of commodity DRAM for conventional cloud servers, 20 EB of commodity DRAM for client devices, and 37.5 EB of HBM4E as well as HB… …
Go deeper with TH Premium: Memory AI data centers are swallowing the world's memory and storage supply The future of DRAM: From DDR5 to future ICs High-bandwidth memory roadmap Here's why HBM is coming for your PC's RAM The prospectus splits 29.5 billion yuan across three projects: 13 billion yuan … …
… That contraction in commodity DRAM, the plaintiffs argue, pushed prices to record highs while no rival could step in: building a new DRAM fab costs tens of billions and takes years, leaving the incumbents free to cut output without fear of being undercut. …