Apple and Micron are going head to head over the former's plans to procure memory chips from China's YMTC, reports The Wall Street Journal. The Cupertino, California-based consumer electronics giant made headlines this year after it announced a price hike across multiple gadget lineups due to the historic turmoil in the memory industry stemming from the booming demand for AI chips. The Journal's report suggests that Apple is arguing to the White House that by sourcing chips from the Chinese firm, it might be able to reduce prices for Americans. Micron CEO Sanjay Mehrotra Argues Allowing Chinese Memory Firms In […]

Read full article at https://wccftech.com/micron-ceo-sanjay-mehrotras-bad-blood-with-apple-traces-back-years-report-reveals-amid-chip-standoff-efforts-to-procure-from-chinas-cxmt/

CXMT is now charging more for memory than the big three DRAM makers as demand swells in China's domestic AI markets. CXMT Benefits Big Time From DRAM Crisis By Charging Hefty Premium For Its Memory Products Most global media outlets were under the impression that CXMT was going to be the "Cheaper Alternative" to Samsung, SK Hynix, and Micron, who are asking big sums of cash for their DRAM products, but that wasn't the case. In our exclusive, we reported that CXMT's advantage was not in its price, but in its supply, and that remained true; demand skyrocketed 10-fold, and […]

Read full article at https://wccftech.com/china-cxmt-charges-more-than-samsung-for-dram-as-memory-demand-skyrockets/

It appears Tesla - and possibly SpaceXAI - have been able to procure memory chips from Micron at a bargain, which is quite a feat in and of itself, especially given the current memory-related pricing dynamics, where even titans such as Apple have been forced to cry out in pain, figuratively speaking. Elon Musk says during Tesla's earnings call: "I'd like to thank Micron $MU for their memory allocation for reasonable prices, considering memory prices right now" For the benefit of those who might not be aware, Tesla delivered a somewhat morose earnings report today, missing consensus expectations on its […]

Read full article at https://wccftech.com/elon-musk-thanks-micron-for-allocating-memory-to-tesla-and-possibly-spacexai-at-reasonable-prices/

As if the profits garnered from general-purpose DRAM weren’t enough for the three memory giants Samsung, Micron, and SK hynix, these companies also planned on deepening their pockets through the development of custom controllers for CXL (Compute Express Link), a next-generation technology designed to expand a server’s capacity. However, realizing that their lucrative customers won’t entertain spending a premium, the big three have reportedly abandoned development plans and are sticking with a universal input for standard DRAM. CXL controller design will now be handled by other companies, but Samsung, Micron, and SK hynix won’t pitch the idea if there’s zero […]

Read full article at https://wccftech.com/samsung-micron-sk-hynix-drop-in-house-dram-controllers-over-fear-of-losing-billions/

ADATA's chairman has said that there's no need to discuss the AI bubble yet since DRAM shortages will last another 10 years. Tech Markets Have Underestimated The Global Demand For DRAM and Memory Shortages Will Last At Least 10 Years, As Per ADATA's Chairman Following TSMC's recent stock decline after its earnings call, ADATA's chairman quickly responded to questions about whether this could be a signal of the AI bubble popping up. Chairman Chen Li-bai refuted this, and said that it's way too early to discuss anything related to an AI bubble, as that talk should only be discussed by […]

Read full article at https://wccftech.com/adata-chairman-warns-dram-shortage-will-last-another-10-years-ai-bubble-talk-can-wait-until-2040/

The next generation of server memory is slated to get even faster. At Computex 2026 Micron was showing off DDR5-8000 RDIMMs, while Samsung had uber-fast 12,800 MT/s second-gen MRDIMMs

The post Next Gen Server Memory On Display: DDR5-8000 RDIMMs and MRDIMM Gen2 Hits DDR5-12800 appeared first on ServeTheHome.

The AI boom has catapulted Micron to the trillion-dollar valuation club, and to ensure that the memory manufacturer not only enjoys its newfound position but maintains it, the company has formed a Strategic Customer Agreement (SCA). While some may deduce that the firm intends to prioritize AI customers and datacenters for their insatiable demand for DRAM chips, another sector has been negatively impacted by this shortage; the automobile sector. With a supply crunch threatening automakers’ operations, including the preservation of 1 million jobs in the U.S. alone, Micron has agreed to enter the supply chains of 16 strategic customers, seven […]

Read full article at https://wccftech.com/micron-secures-dram-supply-deals-with-automakers-to-prevent-massive-layoffs/

CXMT is all set to tackle the "Big Three" in a significant way in the DRAM segment as it accelerates its memory product roadmap. DRAM Demand Turns CXMT Into A Major Memory Player, Gunning The Big Three With An Accelerated Roadmap Yesterday, CXMT made its stock market debut on the Shanghai STAR Board with an $8.6 billion IPO. While the company is valued at around $80-$85 billion, which puts it far below the $1.0 trillion that its competitors are valued at, the company is all set to tackle the "Big Three" big time with a roadmap that includes various products […]

Read full article at https://wccftech.com/cxmt-debuts-8-6-billion-ipo-as-dram-surge-chips-away-at-samsungs-dominance-by-2028/

CXMT's DDR5 memory has some major drawbacks versus DRAM modules from the big three, as ASUS highlights poor overclocking and worse performance. Motherboard Vendors Have Unlocked Over 8000 MT/s Speeds On CXMT-Based DDR5 Memory Modules, But The DRAM Is Inferior In Performance & Overclocking With the ongoing DRAM shortages, China's DIY PC market has started relying heavily on domestic memory solutions. We have seen brands such as Kingbank, Gloway, Lexar, and many more utilize CXMT DDR5 memory. As such, motherboard vendors have started offering optimized support for these modules. With strengthened BIOS support, these memory modules can now surpass 8000 […]

Read full article at https://wccftech.com/cxmt-ddr5-memory-trails-hynix-in-performance-batch-to-batch-silicon-variance-poor-oc/

Intel has reportedly secured some big wins with its 18A, 14A, and EMIB process / advanced packaging technologies, signaling massive interest in its Foundry business. Tech Heavyweights Are Lining Up To See What Intel Foundry Has To Offer As 18A, 14A & EMIB Technologies See Heightened Interest TSMC has so far been the only semiconductor manufacturer to offer bleeding-edge processes and packaging technology, but Intel has quickly emerged as a fierce competitor. Intel has only launched its 18A node, which is already achieving volume ramp, and is working towards its more advanced 18A-P (In Risk Production) and 14A nodes (Risk […]

Read full article at https://wccftech.com/intel-foundry-snags-amd-nvidia-openai-as-design-wins-on-18a-14a-nodes/

SK Hynix CEO has warned that memory shortages will be at their worst in 2027 as it celebrates its trading debut on Nasdaq in Times Square. Memory Supply Won't See Any Sign of Relief Beyond 2030 As SK Hynix Signals 2027 To Be The Worst Year In Terms of Shortages Well, memory shortages have gripped all aspects of the tech industry, and it seems to have become the norm these days. As the supply crunch continues, the CEO of SK Hynix, one of the three largest DRAM producers, has said that things are about to get much worse for the […]

Read full article at https://wccftech.com/sk-hynix-ceo-warns-2027-memory-worst-year-ever-shortages-set-to-outlast-the-decade/

Ahead of the launch of PCIe Gen6 CPUs, Micron was at Computex 2026 showing off their first PCIe Gen6 SSD for data centers, the 9650

The post Spotted at Computex 2026: Micron’s First PCIe Gen6 Data Center SSD, the 9650 appeared first on ServeTheHome.

The U.S. federal class-action lawsuit has placed Samsung, SK hynix, and Micron in the same colluding pool when it comes to holding responsibility for the DRAM shortage. Fortunately, these memory manufacturers know their way around legal loopholes, particularly Micron, which has announced a $250 million investment in Trump Accounts that will reach 1 million children. When it comes to appeasing the Trump Administration, large amounts like these can go a long way to allay court battles, as Apple has executed similar strategies in the past. After being forced to sell memory at one-third the original prices a couple of years ago, […]

Read full article at https://wccftech.com/micron-low-key-bribing-trump-administration-with-its-250-million/

A new lawsuit has been filed against the world’s three largest DRAM suppliers, alleging that the companies engaged in price‑fixing practices that contributed to the sharp rise in global memory prices over the past year. The complaint targets Samsung, SK Hynix and Micron, which collectively control the vast majority of the DRAM market and therefore have significant influence over supply and pricing.

As reported by Law360 (via VGC), the lawsuit claims the companies coordinated to restrict output and artificially inflate prices during a period that industry analysts have dubbed the “rampocalypse”. Over the last 12 months, RAM prices have surged across the board, with many DDR4 and DDR5 kits doubling in cost compared to 2023. This has affected everything from PCs and laptops to smartphones, game consoles and other consumer electronics segments.

The filing alleges that Samsung, SK Hynix and Micron “conspired to fix, raise, maintain, and stabilize prices” by manipulating supply conditions, including by shifting production over to ‘less profitable' HBM chips and reducing supply of typical DDR memory modules. The complaint argues that because these three companies dominate DRAM production globally, any coordinated action would have a widespread impact on pricing.

None of the companies named in the lawsuit have issued public statements in response to the allegations. DRAM pricing has historically fluctuated due to changes in demand, production capacity and wafer allocation, though the spikes over the past year have been the highest seen to date.

KitGuru Says: These are some lofty allegations that will be difficult to prove. Assuming the lawsuit moves ahead, it could be years before we see a resolution. 

The post Lawsuit alleges price fixing in the RAM market first appeared on KitGuru.

Eager to find more public AI-related companies that may do as well as Nvidia, Wall Street investors think they've found a winner with Micron.

Memory prices are all set to rise further in the coming quarters of 2026 as persistent shortages continue to grip the market. Memory Prices Will Continue Going Up, Massive 50% Hike In Q3 2026 Followed By Another 40% In Q4 Ongoing memory shortages continue to result in higher prices across the tech industry. With no positive outlook presented by the big three DRAM makers, Samsung, SK Hynix, Micron, and China's CXMT not being the savior that the industry hoped for as the "Cheap Chinese Memory" narrative was nothing but a myth, analysts expect the prices to see a sharp increase […]

Read full article at https://wccftech.com/jefferies-warns-memory-prices-surge-50-percent-q3-40-in-q4-2026-no-relief-until-2028/

High memory prices have become the new normal, and we might never see them returning to normal, says Lenovo. Memory Prices Beyond 2030 Will Not Reach The Levels They Were A Year Ago As Lenovo Lays Out Its Survival Guide For The RAMageddon Memory shortages are worsening each passing day, and major players have signaled the markets to brace for far worse hits in the coming years as supply-demand gaps widen. Micron just stated that things are out of their hand as they can not fulfill the demand, even for their strategic & top-level customers, while Samsung and SK Hynix […]

Read full article at https://wccftech.com/lenovo-warns-high-memory-prices-are-the-new-normal/

Apple has been loudly and forcefully complaining of the sky-high memory prices for the past few months, using its soaring cost of key components as a cudgel to implement sweeping price hikes. Now, however, memory chip makers such as Micron are pushing back by blaming Apple's penny-pinching ways for years of under-investment and the resulting dearth of capacity. Micron says it informed Apple a few years back that its "aggressive" attitude on pricing was "not constructive" Memory chip makers apparently have had enough of Apple using their shoulders to preserve its margins. As a case in point, consider the valuable […]

Read full article at https://wccftech.com/micron-blames-apple-for-the-ongoing-memory-crisis-says-it-took-advantage-of-the-last-down-cycle-to-pay-rock-bottom-prices-deterring-capacity-expansion/

Revenue quadrupled to $41.45 billion compared with the same period a year ago. The company's profit, meanwhile, rose from $1.88 billion to an incredible $28.2 billion year-over-year.