Apple MacBook Neo production to be cut by 40% due to DRAM crisis
Apple MacBook Neo production to be cut by 40% due to DRAM crisis
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DRAM
DRAM, or dynamic random-access memory, is a volatile computer memory technology that stores bits in capacitors and requires periodic refreshing to maintain data.
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DRAM supply and market projections are creating near-term uncertainty—some device makers are pausing plans, while growth forecasts later weaken.
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Top stories
NEO Semiconductor Launches NEO.AI Memory Platform
…X-SRAM dramatically expands on-chip memory density, while 3D X-DRAM dramatically increases HBM capacity. Together, they provide a scalable memory foundation for the next generation of AI systems and represent…
Bombshell lawsuit alleges that RAM manufacturers are colluding to drive up prices
…Samsung, SK Hynix, and Micron account for more than 90% of global DRAM revenue. The suit says that the firms have “fixed supply and prices for DRAM, engaging in conduct that makes…
Apple reportedly testing RAM chips from US-blocked Chinese company - Engadget
Apple reportedly testing RAM chips from US-blocked Chinese company DRAM made by CXMT could be used for devices intended for sale in China, according to the Financial Times. By Mariella Moon…
Discussions and forums
NVIDIA reportedly planning 20–30% GPU price hike as DRAM crisis continues
submitted by /u/PhantomBraved to r/Games [link] [comments]
Memory capacity for all of 2027 has reportedly been booked and sold, with no more DRAM or HBM available
https://www.tweaktown.com/news/113004/memory-capacity-for-all-of-2027-has-reportedly-been-booked-and-sold-with-no-more-dram-or-hbm-available/index.html submitted by /u/metalreflectslime to r/GamingLeaksAndRumours [link] …
Memory capacity for all of 2027 has reportedly been booked and sold, with no more DRAM or HBM available
submitted by /u/TurbulentTopic39 to r/pcgaming [link] [comments]
Memory capacity for all of 2027 has reportedly been booked and sold, with no more DRAM or HBM available
submitted by /u/metalreflectslime to r/Games [link] [comments]
NVIDIA reportedly planning 20–30% GPU price hike as DRAM crisis continues
According to Taiwan’s Economic Daily News, NVIDIA is reportedly raising the price of its GPU packages by 20–30%, marking the company’s third major GPU price increase of 2026. Unlike the previous increase, which primarily…
Memory maker SK hynix's profit rises 557% amid global shortage, expansion costs climb to $27 billion — shares slide despite mammoth earnings as expectations outpace reality and global AI selloffs continue
…Third-quarter DRAM bit shipments are guided up around 10% sequentially, following a quarter in which DRAM average selling prices rose roughly 30%, and NAND prices rose in the mid-50% range…
Nvidia’s biggest RAM supplier just had a trillion-dollar debut on Wall Street
…SK Hynix is one of three major companies benefitting from a surge in demand for DRAM and high-bandwidth memory (HBM). These components have become essential for the widespread buildout of AI…
Qualcomm reveals HBC near-memory AI architecture, AI250 and AI350 accelerators — touts 6x higher bandwidth-per-watt compared to HBM, 200x capacity compared to on-chip SRAM
…All DRAM makers have experimented with near-memory compute architectures, but have failed to make them popular. More recently, GUC, a fabless ASIC design service company, proposed its DRAM-on-Logic (DoL…
Lexar lists 32GB DDR5 memory with homegrown Chinese chips — 3,999 Yuan ($592) price undercuts hopes for cheaper CXMT-powered RAM
…Lexar says the modules use carefully selected domestically produced DRAM, although it does not specify the actual manufacturer. While there is no confirmation, the company may be using DRAM chips made by…
JEDEC releases new SPHBM4 standard to slash AI memory costs — Narrow 512-bit interface enables dropping expensive interposers for organic substrates
…While the new standard will not help relieve the DRAM shortage as it uses large HBM4 DRAM devices, it can make high-bandwidth memory a bit cheaper as it enables attaching SPHBM4…
CXMT Surpasses 90% DDR5 Yield, Challenges Industry Giants
…TumbleGeorge Not sure how you understand what is 10nm class DRAM lithography. That's mean all between 10 and 19nm. Samsung didn't make DRAM exactly on 10nm. 12nm halfpitch Samsung DRAM…