G.Skill unleashed a big 128GB memory kit from its Trident Z5 Neo RGB lineup, explicitly designed for AMD Ryzen CPUs. Is it worth your hard-earned cash?
HP and Dell are reportedly qualifying CXMT memory chips for their products, while Asus and Acer are asking their partners to source locally-made memory modules. The ongoing memory chip shortage is forcing even big companies to look for alternative sources to Micron, Samsung, and SK hynix.
China’s two largest memory manufacturers, CXMT and YMTC, are said to each be embarking on an unprecedented expansion spree as they see an opportunity to close the gap with the big-three incumbents.
German retailers' inventory saw DDR5 memory prices stabilizing for the first time in months, with some kits even miraculously seeing price cuts compared to the start of January. This doesn't indicate that the crisis is over, or even that there will be no more price hikes, but rather that the unpredictability is finally starting to wither.
The big three memory chip makers are reportedly becoming stricter when it comes to who buys their chips, ensuring that the demand is real before allowing customers to get them.
Thanks to the AI boom, RAM is worth its weight in gold — actually more if you count the price hikes it's received in the past few months — so even a large retailer like Costco is now guarding it. A customer at their local store spotted that Costco has removed RAM sticks from all PCs on display, with some removing GPUs as well.
Samsung today refuted claims from the internet that it was set to raise prices on all memory products by 80%. The claims, circulating on X, were quickly refuted by Samsung itself, but the messy RAM market still doesn't look any better for it.
The Chinese semiconductor industry is working to localize production of HBM3 memory, in addition to the tools required for HBM assembly. However, the exact progress of these projects is unknown.
As fabs get dramatically more expensive than they used to be, technology for capacity partnerships lose their appeal, so Micron buys production facility from PSMC to upgrade it and run it itself.
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