Rapidus

Chipmakers 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.