Qualcomm、輸出規制中のCXMTと組んでスマホ向けDRAMを開発か？PoP積層が生んだ調達戦略の抜け穴とは

https://xenospectrum.com/qualcomm-cxmt-lpddr-pop-supply-strategy/

DRAM価格はピーク到達か？「Samsung」と「SK hynix」がDRAM供給を長期契約に限定、NANDは依然として高騰が続く供給事情

https://fed.brid.gy/r/https://daily-gadget.net/gadgets/112208/

前払い30%・5年契約——ビッグテックがDRAM争奪戦に「降伏」した理由

https://xenospectrum.com/samsung-dram-lta-bigtech-2026/

🚀🔍 La Corea del Sud intensifica il monitoraggio sui prezzi delle DRAM, dando nuovo impulso al settore. Investi in futuro, investi in tecnologia! #DRAM #TechInvesting

🔗 https://www.tomshw.it/hardware/dram-alle-stelle-la-corea-del-sud-monitora-i-prezzi-2026-04-09

"Modern DRAM is based on a brilliant design from IBM.

But, we're still paying for a latency penalty that's existed since the 60s!

In this video, I'm introducing my personal research project (Tailslayer) that immensely reduces p99.99 latency on traditional RAM!

By implementing a hedged read strategy taking advantage of (undocumented!) channel scrambling offsets, I've gotten as much as 15x reductions in tail latency.

The technique works across Intel, AMD, Graviton, DDR4, DDR5, x86, ARM, you name it.

Check out the C++ lib I wrote, watch the video, and try it yourself!"

By @lauriewired who is frankly amazing 😄🖖

https://youtu.be/KKbgulTp3FE

#DRAM #Latency #TailSlayer

"Memflation": Cheaper RAM not expected until 2028, says Gartner

Chip manufacturers are making a fortune, but super-expensive memory chips will "destroy or delay" demand for hardware outside of AI until 2028.

https://www.heise.de/en/news/Memflation-Cheaper-RAM-not-expected-until-2028-says-Gartner-11249607.html?wt_mc=sm.red.ho.mastodon.mastodon.md_beitraege.md_beitraege&utm_source=mastodon

#DRAM #Halbleiterindustrie #IT #KünstlicheIntelligenz #SSD #news

„Memflation“: Günstigeres RAM gibt es erst wieder ab 2028, meint Gartner

Chiphersteller verdienen prächtig, aber superteure Speicherchips werden die Nachfrage nach Hardware außerhalb der KI „bis 2028 vernichten oder verzögern“.

https://www.heise.de/news/Memflation-Guenstigeres-RAM-gibt-es-erst-wieder-ab-2028-meint-Gartner-11249507.html?wt_mc=sm.red.ho.mastodon.mastodon.md_beitraege.md_beitraege&utm_source=mastodon

#DRAM #Halbleiterindustrie #IT #KünstlicheIntelligenz #SSD #news

Chinese memory manufacturers are likely to massively expand market share by 2027

YMTC and CXMT are putting new chip factories for NAND flash and HBM into operation this year. The companies are also benefiting from state subsidies.

https://www.heise.de/en/news/Chinese-memory-manufacturers-are-likely-to-massively-expand-market-share-by-2027-11248019.html?wt_mc=sm.red.ho.mastodon.mastodon.md_beitraege.md_beitraege&utm_source=mastodon

#DRAM #Halbleiterindustrie #IT #FlashSpeicher #PCKomponenten #Speicher #SSD #news