Micron
Framework Cuts LPCAMM2 Memory Prices for Laptop 13 Pro, Issues Retroactive Refunds
After doubling memory prices in July due to a DRAM shortage, Framework has secured a limited supply of cheaper Micron LPCAMM2 modules and is passing on the savings—retroactively refunding customers who already paid the higher price.
3 outletsBusinessCXMT's HBM Chips Reportedly Stuck at 25% Yield, South Korean Media Say
Chinese memory maker CXMT is said to be struggling with HBM production yields of around 25%, according to South Korean media reports cited by TechPowerUp and Wccftech, as the company works to master through-silicon via (TSV) stacking technology.
2 outletsBusinessMemory Chip Prices Surge Past Chipset Costs Amid AI-Driven Shortage
A global memory shortage fueled by the AI infrastructure boom has sent DRAM and NAND flash prices soaring, making memory the most expensive component in smartphones and pushing prices to levels comparable to gold.
1 outletHardwareChipmakers Race to Solve AI's Growing Memory Bottleneck as Costs Surge for Buyers
At Hot Chips 2026 and in recent industry disclosures, memory and chip companies described an intensifying 'memory wall' problem in AI computing, with rival approaches from d-Matrix, SK Hynix, Samsung, Micron, and Rapidus aiming to close the gap—while Nvidia has reportedly told customers to expect double-digit price increases on AI servers due to memory supply constraints.
3 outletsBusinessYMTC Vaults to Third Place in Global NAND Market, But Revenue Lags Behind Shipment Share
Counterpoint Research's Q2 2026 tracker shows China's YMTC has broken into the world's top three NAND flash makers by shipments, though its consumer-heavy product mix leaves it ranked fifth in revenue as the industry pivots hard toward enterprise SSDs.
3 outletsBusinessAI-Driven RAM Shortage Pushes Up Prices Across Electronics, With No Relief Until 2027 or Later
A global shortage of memory chips, driven by demand from AI data centers, is raising prices on everything from Roku streaming devices to Apple products, with manufacturers warning the crunch could persist through 2027 or 2028.
4 outletsBusinessCXMT Reportedly Weighs Second Beijing Memory Fab to Expand DRAM Output
China's CXMT is reportedly considering a second DRAM fab in Beijing, seeking government-linked funding as it tries to close the gap left by Samsung and Micron's focus on AI-driven HBM chips.
2 outletsBusinessCXMT's Rapid Growth and Expanding Reach Signal Shift in Global Memory Market
Chinese memory maker CXMT posted explosive revenue growth in Q2, advanced its LPDDR6 chip production, and reportedly gained footholds with PC makers like HP, Asus, and Acer, as the global memory shortage reshapes the industry.
3 outletsHardwareFMS 2026: Silicon Motion, Samsung, Marvell and Microchip/Micron Unveil AI-Focused Storage and Memory Technologies
At the Future of Memory and Storage 2026 conference in Santa Clara, multiple companies presented new SSD controllers, NAND architectures and PCIe Gen 6 storage designs aimed at supporting AI training, inference and emerging agentic AI workloads.
1 outletBusinessApple Faces DRAM Squeeze That Could Delay iPhone 18 Pro Production
Reports indicate Apple is struggling to secure enough DRAM supply to move forward with TSMC-manufactured A20 Pro chips, with roughly $1 billion worth of units reportedly stalled and negotiations with Chinese supplier CXMT failing to yield a discount.
2 outletsBusinessApple Reportedly Sitting on $1 Billion in Unpackaged iPhone 18 Chips Amid DRAM Shortage
Reports indicate TSMC is holding roughly $1 billion worth of Apple processor wafers that can't be finished into complete chips because of a memory shortage, raising questions about iPhone 18 supply just weeks before launch.
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