Hardware
CXMT’s Reported DDR5 Yield Gain: What It Means
A report that CXMT has pushed DDR5 manufacturing yield above 90% would mark a notable operational milestone, but it does not by itself prove parity with the established DRAM leaders.
Tag
memory
29 published articles
Memory is the hardware that stores data and instructions for rapid use by computers, phones and other digital systems. It includes volatile memory such as RAM and DRAM, which loses contents without power, and non-volatile storage such as flash memory. Memory capacity, speed, latency and bandwidth shape system performance, especially in AI, graphics and data-intensive workloads.
Hardware
Kioxia and Sandisk Push QLC Flash Density Higher
Kioxia and Sandisk’s latest QLC NAND announcement signals how flash makers are trying to combine extreme capacity with higher throughput and lower power for AI-era data centres.
Hardware
Tesla Terafab Hiring Points to Memory Ambitions
Tesla’s Terafab recruitment shows that Musk’s semiconductor project is moving beyond broad ambition towards the specialist process work required for advanced memory, although commercial production remains a distant and unusually difficult objective.
Hardware
Memory Makers Lock In Billions as AI Supply Tightens
A reported US$38 billion in customer collateral highlights how AI-led demand has shifted bargaining power towards the small group of companies that make advanced memory chips.
Hardware
Lexar’s DDR5-7200 Kit Highlights CXMT’s Rise
Lexar’s new 32GB DDR5-7200 retail kit is notable less for its headline speed than for the evidence that Chinese-made DRAM is moving into higher-performance consumer memory modules.
Hardware
SK hynix Approves KRW 54 Trillion AI Memory Expansion
SK hynix has approved about KRW 54.3 trillion in new fabrication investment at Yongin and Cheongju, turning its longer-term AI memory expansion strategy into two near-term construction programmes.
Hardware
Nanya Expands Fab 5A Plan for EUV DRAM
Nanya Technology’s Fab 5A project has evolved from a NT$300 billion plan into a NT$480 billion capacity and technology programme aimed at strengthening its position in a constrained DRAM market.
Hardware
TSMC Apple Chip Report Highlights DRAM Bottleneck
A report that TSMC is holding about US$1 billion of Apple chips while awaiting DRAM deliveries underlines how a memory shortage can disrupt device production even after leading-edge processors have been fabricated.
Hardware
Apple’s CXMT Talks Expose the New DRAM Power Balance
A report that CXMT declined Apple’s request for cheaper DRAM illustrates how tight memory supply, domestic Chinese demand and US policy risk are limiting the iPhone maker’s options.
Hardware
CXMT Reportedly Moves LPDDR6 Into Risk Production
Reports indicate that CXMT is moving LPDDR6 toward risk production, but public technical and commercial validation remains limited.
Business
Samsung’s Five-Year Memory Deals Reshape AI Supply
Samsung’s reported five-year memory supply agreements show how AI data-centre investment is turning a traditionally cyclical chip market into a contest for assured capacity.
Hardware
Apacer Warns of a Sharper DRAM Allocation Squeeze
Apacer’s warning that independent module makers could receive only 30% of their 2026 DRAM allocation in 2027 points to a tightening supply chain shaped by AI infrastructure demand rather than a collapse in total memory output.