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.

How and When the Memory Chip Shortage Will End
How and When the Memory Chip Shortage Will End

If it feels these days as if everything in technology is about AI, that’s because it is. And nowhere is that more true than in the market for computer memory. Demand, and profitability, for the type of DRAM used to feed GPUs and other accelerators in …

Leading PC manufacturers considering using Chinese memory chips, report claims — HP and Dell qualifying CXMT DRAM, Acer and Asus asking Chinese partners to source locally-made memory chips

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 companie…

China’s CXMT and YMTC to increase memory output — two new fabs could close the gap with the ‘big three’

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.

DDR5 RAM pricing begins to stabilize in Germany, January saw only a 0.1% increase — Some kits even saw price cuts as volatility begins to plateau

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 ove…

Big three memory chip manufacturers policing customers to prevent hoarding — employee says industry relationships ‘matter in a crunch’

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.

Chinese semiconductor industry gears up for domestic HBM3 production by the end of 2026 — CXMT to produce chips, while Naura, Maxwell, and U-Preseason design tools for assembly

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.

Micron acquires PSMC fab site in Taiwan for $1.8 billion, acquisition to expand the memory maker’s operations within the region — move marks the end of the technology-for-capacity era

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.