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DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled

“Micron and Ford Sign Strategic Agreement to Strengthen Long-Term Memory Supply​

PRESS RELEASE by btarunr Today, 02:08 Discuss (4 Comments)
Micron Technology, Inc. (Nasdaq: MU) and Ford Motor Company today announced a long-term Strategic Customer Agreement (SCA) to strengthen the supply of memory and storage solutions supporting Ford's next-generation vehicle production.

Micron is increasing output of key automotive memory solutions with capacity expansions designed to support long product lifecycles and ensure sustained supply for critical production programs. These investments are part of Micron's broader efforts to scale supply responsibly in line with accelerating global demand for memory and storage, supporting the broader automotive ecosystem and strengthening critical U.S. infrastructure.

This agreement is supported by Micron's ongoing investments to expand and localize manufacturing for automotive customers, including its expansion of advanced DRAM production at its Manassas, Virginia fab.”
 
“One of China’s biggest memory module makers is forecasting a more than 600-fold surge in first-half profit, highlighting the boost to the mainland’s downstream storage companies from the global memory-chip upcycle.


Shenzhen Longsys Electronics said on Friday evening that the net profit attributable to shareholders was expected to reach between 9.2 billion yuan (US$1.36 billion) and 11 billion yuan for the six months ended June 30, compared with just 14.8 million yuan a year earlier.


That would represent year-on-year growth of between 62,204 per cent and 74,394 per cent, according to the company’s preliminary earnings forecast. Revenue was expected to reach 22 billion yuan to 25 billion yuan, compared with 10.2 billion yuan a year earlier.


Shares of Longsys jumped 12.5 per cent in Shenzhen on Monday morning after the forecast, trading at 695.25 yuan as of around 10am. Other Chinese storage-related stocks also rose, with Shenzhen-listed CEAC International hitting its 10 per cent daily limit and Shanghai-listed Biwin Storage Technology gaining 3.7 per cent.“

https://www.scmp.com/tech/big-tech/...ants-first-half-profit-set-jump-more-600-fold
 
pututu said:
Looks like more and more companies are starting to use CXMT while Micron officially ditching consumer segment. Way to go, lol.
Click to expand...
That fully unrelated that crucial memory brand exist or not (if anything Micron not loosing any moment into customer support and sales mean they make more consumer segment memory than otherwise).

They never lived the regular consumer memory making segment, their revenues in it last quarter was all time high:
https://investors.micron.com/node/50686/html
11 billions in MCBU (Mobile and Client Business Unit) versus 3.25 for the same quarter last year, about the same as core data center business unit revenues, not that much lower than cloud memory unit.
 

“JEDEC releases new SPHBM4 standard to slash AI memory costs — Narrow 512-bit interface enables dropping expensive interposers for organic substrates​

Cheap HBM at last?​

The standard supports bump pitches greater than 90 µm and channel reaches up to 20 mm, which are two features that enable dropping the expensive interposer and using less-expensive organic substrate routing. However, getting rid of the interposer and CoWoS (or similar) packaging does not automatically make SPHBM4 inexpensive. SPHBM4 still requires massive HBM4 DRAM ICs, 2.5D packaging, a complex base die (which is likely costlier than the one used by conventional HBM4), and advanced package assembly with through-silicon vias. In addition, SPHBM4's narrow interface consumes significantly less die perimeter and silicon area inside processors, which makes it more attractive to companies that strive to install more compute capability and/or intend to install more memory stacks around their processors. However, we are still talking about a niche high-performance memory technology that will address select applications and will barely rival HBM4 directly.”

https://www.tomshardware.com/pc-com...-expensive-interposers-for-organic-substrates
 
Epyon said:
well, I guess i am staying on my 128gb ddr5 and my 192gb ddr5 kit for like 8+ years so glad zen 6 is am5 and maybe even zen 7
Click to expand...
I've been stretching things out for a while now, so this is nothing new for me. Before my current AM5 system (which was a birthday present for me last year), I was rocking a 4790k and DDR3, and before anyone says that's not feasible, I also ran a 3080 on it without bottlenecks that I could see.
 
Only hope now is that this gives the Chinese manufacturers enough cash to actually scale up and take more marketshare and have something resembling competition.
 
zerogg said:
Only hope now is that this gives the Chinese manufacturers enough cash to actually scale up and take more marketshare and have something resembling competition.
Click to expand...
With CMXT DRAM revenue being way bigger than the big 3 combined in end of 2022, early 2023 combined:

s%2F17bfbf22-acaf-43c3-886c-0841d99ea6e1_1862x1264.jpg


Plus a multi billion large IPO, they will have money to go for high quality DDR5-LPDDR5X (as the rest will start ddr6-lpddr6x), they are already at ~10% market share right now (the first half of q1 2026 is already a bit old in that space) and they are a full on competition.

They are under massive pressure from the CCP to make local HBM work too and the second they achieve to make it they could very well massively shift production toward it, they could use simpler ram money and step by step advancement for years to achieve it too.
 
https://www.techpowerup.com/350726/...microns-dram-manufacturing-capacity-this-year

Chinese memory giant CXMT has been expanding its capacity so rapidly that the company is now able to compete with one of the largest memory manufacturers in the world—Micron. According to analysis from Citrini Research and their proprietary data, CXMT is projected to produce about 350,000 DRAM wafers per month by the end of 2026, assuming all current projects are completed on schedule. This is an impressive figure, especially considering that Micron, one of the "big three" DRAM manufacturers, is currently estimated to produce about 375,000 DRAM wafers per month by the end of 2026, assuming their capacity expansions are fulfilled. Micron has been a memory supplier for decades, while CXMT is a relatively new player that emerged to meet China's domestic needs.


Wow, 6000 MT memory is better than no memory.
 
zerogg said:
https://www.techpowerup.com/350726/...microns-dram-manufacturing-capacity-this-year

Chinese memory giant CXMT has been expanding its capacity so rapidly that the company is now able to compete with one of the largest memory manufacturers in the world—Micron. According to analysis from Citrini Research and their proprietary data, CXMT is projected to produce about 350,000 DRAM wafers per month by the end of 2026, assuming all current projects are completed on schedule. This is an impressive figure, especially considering that Micron, one of the "big three" DRAM manufacturers, is currently estimated to produce about 375,000 DRAM wafers per month by the end of 2026, assuming their capacity expansions are fulfilled. Micron has been a memory supplier for decades, while CXMT is a relatively new player that emerged to meet China's domestic needs.


Wow, 6000 MT memory is better than no memory.
Click to expand...

“MSI Motherboards Deliver DDR5-8000+ Support for CXMT-Based Memory on Intel Platform​

PRESS RELEASE by btarunr Yesterday, 23:46 Discuss (2 Comments)
MSI today announced that its Intel 800-series motherboards are now fully optimized for DDR5 memory built on CXMT (ChangXin Memory Technologies) DRAM. Following dedicated BIOS memory tuning, MSI Z890 motherboards deliver stable DDR5-8000+ operation with CXMT-based modules, spanning from flagship overclocking designs all the way to mainstream 4-DIMM boards.

CXMT-based DDR5 modules have rapidly gained popularity thanks to their strong value proposition, but their frequency headroom has historically lagged behind established DRAM vendors, which is a gap defined less by the silicon itself than by how well motherboard firmware understands it. MSI took on exactly that challenge, developing dedicated memory training and timing optimizations for CXMT ICs and validating the results with rigorous stress testing.“
 
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