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Explore English articles about Memory & Storage.
Reports say SK hynix may lease part of Intel's Ohio fab to make memory in the US. Here's how this compares to its Indiana back-end plant, what Intel's construction timeline implies, and the conditions—tooling, tech transfer, and qualification—that still stand between talks and production.
Intel CEO Lip-Bu Tan revealed in an official livestream that the company can supply only about 50% of the CPUs customers are requesting. While AI inference is pushing up CPU demand, three constraints—Intel's own fab capacity, memory, and semiconductor packaging substrates—are limiting supply.
DDR4 2Gx8 branded chips pulled back and DDR5 demand cooled, but the mainstream 1Gx8 average rose 0.47% week over week. A look at why the product-level split—and suppliers' own disclosures—means spot softening can't yet be read as falling contract or retail prices.
Micron has announced the world's first demonstration of a 512GB DDR5 RDIMM. By stacking 32Gb dies with TSV technology, it achieves speeds up to 9,200 MT/s while cutting power consumption to 16.0W. With 24 slots, it enables 12TB of main memory, with mass production validation targeted for late 2027.
Global semiconductor sales rose 31.4% quarter-on-quarter to more than $425 billion in the second quarter of 2026. This analysis breaks down memory prices, bit shipments, AI investment, and device demand to examine what's really behind the record—and what to watch for next.
China's AI chip companies all posted strong sales growth in 2026, while NVIDIA's revenue from China-headquartered customers fell from 19.2% to 9.1% of total sales in a single year. Yet China's leading large language models are still being trained on NVIDIA hardware. This piece traces the reasons to two barriers: two decades of software assets built up around CUDA, and the physical ceiling imposed by HBM supply.
After seven years in stealth, US startup Kepler Computing has unveiled a ferroelectric AI memory technology built without EUV lithography, instead retrofitting existing 28nm fabs. The company is targeting SRAM-level power efficiency with up to 10 times the capacity of HBM, aiming to break through AI infrastructure's memory supply constraints.
Apple raised prices by a flat $100 across its entire iPhone lineup—including older models—alongside the launch of the iPhone 18 Pro. This unusual second price hike, coming after a July currency-driven adjustment, shows how AI-driven memory chip inflation is hitting even the industry's most powerful supply chain negotiator.
Panmnesia and Meta have unveiled a next-generation AI infrastructure design that uses CXL to tightly couple an entire data center as if it were a single chip. The architecture cuts cross-rack communication latency to a few hundred nanoseconds and forms a shared memory space spanning up to 960 accelerators.
DRAM industry revenue rose 59.5% in Q2 2026, but bit shipments increased only modestly. Here's why slowing price growth in Q3 shouldn't be read as a sign that supply is catching up, based on company-by-company market share and long-term contracts.
