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.

SK hynix to spend $13 billion on the world’s largest HBM memory assembly plant amid the worst shortage on record — South Korea facility to handle packaging and testing for AI memory campus

SK hynix is investing $12.9 billion to build a campus-scale, HBM-only advanced packaging and test facility in Cheongju, South Korea, designed for the next generation of HBM memory and intended to ensure SK hynix’s leadersh…

Micron says the memory shortage crisis is here to stay

Micron says the global memory crunch isn’t a short-term problem. With AI data centers demanding more DRAM than ever, even expanded production won’t bring real relief before 2028.
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Modder saves $130 by building 32GB DDR5 desktop DIMMs from scavenged laptop memory — donor modules soldered to bare PCB flashed with custom firmware even run XMP

DIY DDR5 is no longer just a concept, but a reality, as modder VIK-on has built his first 32GB stick from scavenged parts. The memory chips came from laptop SODIMMs, while a new PCB and cooler were acquired from China. Aft…

Chinese researchers hail breakthrough in DRAM-like cells, which could be used in embedded or 3D stacked memory — absence of manufacturing detail casts doubt on mass production

Chinese researchers have demonstrated a 4F² dual-gate 2T0C capacitor-less, DRAM-like memory cell with multi-bit storage, fast writes, and long retention. In theory, the technology could be used as embedded or stacked 3D me…

Micron to begin work on $100 billion New York ‘megafab’ imminently — landmark site to produce 40% of company’s overall DRAM output in the U.S. by the 2040s

After numerous delays, Micron is about to start building its $100 billion site in New York to produce 40% of its DRAM output in the U.S. in the 2040s.

Boxes of 100 server-grade DDR5 memory now cost as much as property in Shanghai in China spot market — single 256GB server sticks now over $5,700

In China’s spot market, vendors are quoting prices that put a box of 100 high-capacity DDR5 server memory modules at roughly 5 million yuan,

Chinese memory maker CXMT prepares $4.2 billion USD IPO to take advantage of tight memory market — company lays out path to profitability as DRAM demand skyrockets worldwide

Chinese memory maker CXMT prepares to file for IPO in Beijing, aiming to raise $4.2 billion USD in order to expand production and fund next-gen DRAM development.