Normale Ansicht

Received yesterday — 04. Dezember 2025
Received before yesterday

HBM undergoes major architectural shakeup as TSMC and GUC detail HBM4, HBM4E and C-HBM4E — 3nm base dies to enable 2.5x performance boost with speeds of up to 12.8GT/s by 2027

02. Dezember 2025 um 19:30
HBM is undergoing its first major architectural overhaul in a decade, as HBM4, HBM4E, and C-HBM4E will introduce a 2048-bit interface, logic-node base dies, and optional custom memory logic inside base dies, enabling up to a 2.5X performance leap between 2025 and 2027.

The RAM pricing crisis has only just started, Team Group GM warns — says problem will get worse in 2026 as DRAM and NAND prices double in one month

01. Dezember 2025 um 16:36
The diversion of DRAM capacity into HBM for AI has already doubled memory prices, pushed DDR5 above $27 per 16 Gb, and, according to Gerry Chen of TeamGroup, will leave the market short through at least 2027–2028 as new fabs come too late to relieve supply.

China's banned memory-maker CXMT unveils surprising new chipmaking capabilities despite crushing US export restrictions — DDR5-8000 and LPDDR5X-10667 displayed

26. November 2025 um 12:29
Despite sanctions and a lack of leading-edge fab tools, CXMT keeps developing new DDR5 and LPDDR5X memory chips that offer higher capacity and performance than their predecessors. However, the big question is whether it can produce DDR5-8000 and LPDDR5X-10667 in high volumes.

Framework stops selling standalone RAM to ward off scalpers — warns it will have to increase memory pricing soon as AI crunch bites

The memory crisis has hit Framework, the company behind highly customizable laptops that users can upgrade on their own. Framework sells SO-DIMM modules on its website that are now all out of stock, with only two DDR4 models still remaining. These can be purchased separately, while the company still has some DDR5 inventory left that it'll be bundling with its DIY Edition laptops.

KI-Speicherkrise zwingt AMD wohl zu Preiserhöhung bei Grafikkarten

24. November 2025 um 18:34
Amd, Gpu, Grafikkarten, Radeon, RX 9070 XT AMD plant offenbar eine Preiserhöhung bei all seinen Grafikkarten um zehn Prozent. Grund dafür sind die steigenden Speicherkosten durch den KI-Boom. Geschäftspartner sollen bereits informiert worden sein. (Weiter lesen)

An entire PS5 now costs less than 64GB of DDR5 memory, even after a discount — simple memory kit jumps to $600 due to DRAM shortage, and it's expected to get worse into 2026

If you've been eyeying a memory upgrade, forget about it. You can literally get an entire console for the price of a high-end 64 GB DDR5 kit, and the best part is that experts speculate this inflated pricing to only go up in the coming months.

Server memory prices to double year-over-year in 2026, LPDDR5X prices could follow — 'seismic shift' means even smartphone-class memory isn't safe from AI-induced crunch

19. November 2025 um 14:02
A worsening commodity DRAM shortage could be amplified by Nvidia's huge LPDDR5X demand and push memory prices even higher as server RDIMMs are poised to get 2X more expensive in 2026, according to Counterpoint Research.

Micron says New York chipmaking fabs still on track according to its latest timelines — accelerates second fab in Idaho and reallocates CHIPS Act funding (Updated)

10. November 2025 um 13:56
Micron’s latest Environmental Impact Statement confirms that its New York DRAM fab complex remains on schedule, with Fab 1 construction beginning in late 2026 and production expected around 2030, even as the company reallocates part of its CHIPS Act funding to accelerate its Idaho facilities in a broader U.S. manufacturing realignment.

❌