SK Group chairman says memory chip shortage will last until 2030 — wafer supply trails demand by 20%

SK Group chairman Chey Tae-won told reporters at Nvidia’s GTC conference in San Jose on Monday that the global memory chip shortage is likely to persist for another four to five years.
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Micron enters high-volume production of HBM4 for Nvidia Vera Rubin – 2.3x bandwidth improvement and 20% boost in power efficiency

The HBM4 36GB 12H stack runs at over 11 Gb/s pin speeds, delivering bandwidth greater than 2.8 TB/s.

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Retailer denies memory replacement due to 4x increase in DDR5 pricing, says price increase would equate to an ‘upgrade’ for the customer — Australian retailer refuses to replace faulty Corsair kit

Australian retailer refused to exchange a RAM kit under warranty and instead told the customer they needed to pay the difference in price.
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Framework raises RAM prices for the third time in three months, SSD costs up — company warns that it’s running out of stock on some Intel processors as well

Framework increased RAM prices for the third consecutive month, while also announcing that it’s hiking the costs of some of its SSDs.
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SK hynix introduces turbocharged LPDDR6, 33% faster and 20% more power efficient than LPDDR5X — 16Gb chips deliver 10.7 Gbps, uses 10nm node

SK Hynix has announced the successful development of its first LPDDR6 memory modules that operate at “over” 10.7Gbps. The new modules take advantage of the manufacturer’s bleeding-edge 10nm-class (1c) process node.
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DRAM bots reportedly being deployed to hoover up memory chips and components — one operation ran 10 million web scraping requests, hitting DDR5 RAM product pages every 6.5 seconds

Online security firm DataDome just reported that it has stopped a massive scalping effort to buy memory modules and resell them at inflated prices, turning the memory situation from bad to worse.
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Shave $150 off the bill with this 32GB DDR5-6400 RAM and Asus Rog Strix B850 motherboard bundle, just $449 — or opt for 64GB and save $210

Newegg has two combo offerings featuring an identical motherboard and Patriot Viper Venom RAM

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Lucky PC builder orders 32GB Corsair RAM kit for $300, claims they got a box of 10 worth $3,000 instead — plans to sell all the extra units to the community at pre-AI crunch prices

A Reddit user’s order for a pack of 32GB Corsair DDR5 RAM turns into a box of 10, totalling 320GB of memory.

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Retail DDR5 memory prices slowly drop in Europe despite ongoing shortages — overdue pricing correction could be beginning in some regions

Prices of some 32 GB DDR5 memory kits in Europe are dropping.

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Running AI models is turning into a memory game

When we talk about the cost of AI infrastructure, the focus is usually on Nvidia and GPUs — but memory is an increasingly important part of the picture.

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