Rising AI tide lifts price of all chips - HBM, natch, but also slower memory and storage Thank binary brainboxes for helping to inflate PC and Smartphone prices Systems08 Aug 2024 |
Samsung confirms Exynos 2500 chip as profit skyrockets on back of AI memory boom Strikes? What strikes? Personal Tech31 Jul 2024 | 1
Semiconductor industry navigating choppy waters with sunnier climes ahead Despite dip in equipment revenue, analysts predict robust rebound Systems20 Jun 2024 |
Dell predicts 20 percent jump in memory and SSD prices later this year Has already hiked prices to cope and is prepared to do it again while you wait for boxes with Nvidia inside On-Prem31 May 2024 | 3
Micron told to pay $445M in memory patent infringement case Case brought by Netlist involved DRAM modules in computer systems Storage24 May 2024 | 8
TSMC fully booked on advanced packaging until 2025 TrendForce warns of 'potential crowding out effects on HBM' Systems07 May 2024 | 2
SK hynix's high bandwidth memory buffet fully booked till 2025 Micron also riding the AI wave with 128 GB DDR5 RDIMMs Storage02 May 2024 | 1
SK hynix breaks Q1 revenue records on back of AI boom Memory biz ditches NAND production plans to make more crucial HBM tech Storage25 Apr 2024 |
Lenovo and Micron first to implement LPCAMM2 in laptop The SODIMM replacement finally arrives Systems24 Apr 2024 | 5
Samsung boosts LPDDR5X to 10.7 Gbps, ups efficiency and capacity for mobile and servers Guess what it's great for? Go on, have a guess... 20 points if you muttered an abbreviation starting with A and ending in I Storage17 Apr 2024 | 2
NASA tries to jog Voyager 1's memory from 15 billion miles away Since you can't get a soldering iron out there, the fix will be in software Science15 Apr 2024 | 14
TSMC shrugs off impact of Taiwan earthquake Nonetheless DRAM prices may yet feel slight aftershocks Off-Prem04 Apr 2024 | 3
Samsung preps inferencing accelerator to take on Nvidia, scores huge sale Asia In Brief PLUS: Tencent's profit plunge; Singtel to build three AI datacenters; McDonald's China gobbles Microsoft AI AI + ML24 Mar 2024 |
Micron New York mega fab faces an environmental exam At least the US Army is thinking about the frogs in those 226 acres of wetland Systems04 Mar 2024 | 8
Chinese chip slinger found not guilty of stealing memory secrets from Micron Fujian Jinhua escapes prosecution tho remains on the US sanctions list Storage28 Feb 2024 | 1
Persistent memory to replace DRAM, but it could take a decade Wham, bam, hello MRAM, FERAM, and ReRAM Storage20 Feb 2024 | 60
China 'readies production' of homegrown high-bandwidth memory Breaking the AI performance bottleneck is key for Middle Kingdom's ambitions Storage01 Feb 2024 | 4
Samsung pins hopes on AI to return to growth this year Next generation of devices are going to be packed with it – requiring lots and lots of memory Storage31 Jan 2024 | 3
SK hynix posts surprise profit after AI boosts memory prices This may be the best bad news we've had all year Systems25 Jan 2024 |
Global semiconductor revenues slid 11 percent in 2023, despite AI silicon splurge Nvidia raked in the boatloads of cash, but the rest of the industry is still hurting On-Prem18 Jan 2024 |
Apple exec defends 8GB $1,599 MacBook Pro, claims it's like 16GB in a PC 8,388,608KB ought to be enough for anybody, huh? Personal Tech09 Nov 2023 | 183
Samsung's results hint it's time to RAM some money into your memory budget Chaebol reckons market is recovering and prices will rise. Analysts agree On-Prem01 Nov 2023 |
Micron, SK-Hynix's shipping bandwidth-boosting LPDDR5 for on-device AI So long as you don’t mind that it's soldered down Systems26 Oct 2023 |
Dell and Samsung grab first-class tickets for AI hype train Stock prices shoot up thanks to tech flavor of the moment AI + ML01 Sep 2023 | 6
SK hynix ships blazing fast HBM3E DRAM samples – but most customers have to wait Everything in 2023 is about AI, which this silicon is said to speed HPC23 Aug 2023 |
Micron joins the CXL 2.0 party with a 256GB memory expander RAM disguised as an SSD? What will they come up with next? Storage08 Aug 2023 | 7
Samsung makes big promises about GDDR7 RAM Too bad GPU slingers keep shrinking the memory bus Storage20 Jul 2023 | 3
Samsung warns of imminent profit plunge It looks like memory glut and consumer indifference to smartmobes are persisting Personal Tech07 Jul 2023 | 8
Micron, Kyocera, Samsung bet billions on Japan chip plants Meanwhile, Fujifilm pursues photolithography interests in Taiwan Systems18 May 2023 | 3
China sticks national security probe into America's Micron Looking for leaky memory, and possibly revenge Systems01 Apr 2023 | 16
Diving DRAM prices are a problem not even AI can solve Analysts just don't see digi-brains making a difference to dismal demand that's caused deep discounting Systems29 Mar 2023 | 16
ReRAM redo: UCL spinout scores £7M to push Resistive RAM Remember the storage class memory that never took off? It's back Systems13 Mar 2023 | 10
China's memory maker YMTC scores $7B to counter bans US isn't the only country splashing out the cash for fabs Systems03 Mar 2023 | 2
Server DRAM to be biggest part of memory market for years Analyst haus Trendforce sees DC gain where there's consumer pain Storage21 Feb 2023 |
SK hynix reports first loss in a decade as memory prices fall Chip giant holding out hope that demand rebounds once supplies dry up Systems01 Feb 2023 |
Samsung profits and sales slump, hopes for a jump start from cars Record income for foundry business offers sole bright spot Personal Tech31 Jan 2023 | 1
SK hynix debuts 'world's fastest mobile DRAM', predicts it will move to power AI/ML and AR/VR Something to keep manufacturers happy while they wait for the joy of LPDDR6 Systems25 Jan 2023 | 3
Non-binary DDR5 is finally coming to save your wallet Need a New Year's resolution? How about stop paying for memory you don't need Storage02 Jan 2023 | 83
Micron plans staff decimation as demand dips to Great Recession levels Lower demand? Bid adieu to 10% of workers and cut production Systems22 Dec 2022 | 12
Uncle Sam needs novel memory for nuke sims. So why did it choose Intel? Didn't the x86 giant just blow up its data storage biz? Storage13 Dec 2022 | 14
Micron double decimates production as sales stall DRAM and NAND wafer production cut 20% Systems17 Nov 2022 |
Micron samples first DRAM built using 1-beta process node Performance boost down to fresh processes, new materials, and more advanced equipment Storage01 Nov 2022 | 2
Samsung bucks industry trend, maintains memory investments This is despite weakening demand and operating profit down by 49% in semiconductor division Systems27 Oct 2022 |
2023: The year SK Hynix expects profit-whacking dip to end, and 238 layer RAM to debut Reduces investments and production as buying cycles bite Systems26 Oct 2022 | 5
Linus Torvalds's faulty memory (RAM, not wetware) slows kernel development Emperor penguin swipes Intel's attitude to ECC memory and maybe wimpy Mac performance too Personal Tech10 Oct 2022 | 58
Biden cuts off China's Yangtze, 30 others from US chipmaking gear So is this why YMTC's CEO stepped down? Systems07 Oct 2022 | 25
Samsung teases upcoming DRAM and NAND goodies at Tech Day event Lots of talk about the automation and digitization of manufacturing chips too Storage06 Oct 2022 |
SK hynix to plow $11b into South Korean fab complex Leadership believes path to recovery is through investing in times of crisis Systems06 Sep 2022 |
Micron confirms first US memory fab on home soil in 20 years $15 billion Idaho facility is the first step as chip biz feeds on CHIPS Act On-Prem01 Sep 2022 | 6
Astera Labs says its CXL tech can stick DDR5 into PCIe slots These memory controllers are aimed at AI-addicted cloud providers and hyperscalers Systems31 Aug 2022 |
Micron wants tax breaks for '$160b' Texas chip fab plant If it ever gets built, that is Systems26 Aug 2022 | 35
Compound that 'remembers' phase transitions could have uses in computer memory Researchers ran a current through vanadium dioxide and were never forgiven Science25 Aug 2022 | 20
Inflation worries push PC and mobile DRAM demand down, with pricing to follow Samsung, SK hynix, Micron are in for some pain, claims analyst, plus signs point to stockpiled customer inventory Storage16 Aug 2022 |
Micron pledges $40b for US fabs as financial headwinds mount The memory biz is bracing for a recession-fueled drop in demand Systems09 Aug 2022 | 5
Why you should start paying attention to CXL now The next server you buy will support it, but what's it good for? Networks04 Aug 2022 | 19
Last week Intel killed Optane. Today, Kioxia and Everspin announced comparable tech Rumors of storage-class memory's demise may have been premature Storage02 Aug 2022 | 19
Micron pledges US memory expansion after CHIPS Act passes With $52 billion on the table, everyone wants their fair share Storage29 Jul 2022 | 6
Why Intel killed its Optane memory business Analysis Effort to create a new tier of memory flopped as rivals offered faster and more open alternatives Storage29 Jul 2022 | 32
Memory constrained? Amazon and AMD now offer 1.5TB VMs Or about two and a half Chrome tabs Off-Prem20 Jul 2022 | 4
NAND flash prices expected to plummet 8-13% in Q3 Did someone say cheap SSDs in time for the holidays? Systems19 Jul 2022 | 4
SK hynix reviews investments as chip market slows When the chips are down: Memory device maker the latest to evaluate direction Systems15 Jul 2022 |
Samsung has 24Gbps GDDR6 ready for higher-performance graphics cards New DRAM chips will also have an impact in AI processing and HPC fields Storage14 Jul 2022 | 2