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

Ididar said:
Yes and no. American companies get lots of top-ups just in other ways that are less obvious. Lots of protectionist stuff going on in the USA long before Trump came to power. Any time US companies look like they're running into trouble you can count on tariffs, or low interest loans, or mysterious new grant money to pop out of nowhere and benefit them. Lots of no-bid military contracts with lots of room for extra billing with little to no oversight. The US and China are not alone in this either. Every nation does it ... they just all act like they're innocent little doves fighting the bad guys.
Click to expand...

That's a very fair assessment. Cronyism has definitely dominated for some time and distorted the ability of the market to do its job, and it's not unique to China, although in China's case, they've been a lot more overt about it and have explicitly bent the WTO to their will over the years to enable them to get away with things other countries can't within the rules. The current US administration is a bit more overt about it than ones in times past, even going so far as to take unusual steps like buying a direct stake in select companies as I mentioned earlier, no doubt in an effort to preserve the ability of otherwise failing companies to endure in order to ensure a strategic player doesn't die off.
 

“SK Hynix LPDDR6 Enters Mass Production in Second Half of 2026​

by AleksandarK Today, 05:32 Discuss (2 Comments)
SK hynix is preparing for the mass production of its next-generation LPDDR6 memory, according to the South Korean outlet Herald. While this information isn't surprising, the timeline is now set for the second half of 2026, which began in July. Earlier rumors suggested mass production would occur in the first half of the year, as testing and trial production were completed in March. Previously, SK hynix announced that its LPDDR6 memory modules would feature a 16 Gb capacity on the sixth-generation 10 nm node, known as 1c. Although the exact speed of LPDDR6 is not yet known, it was previously reported that SK hynix is preparing modules capable of running at speeds up to 14.4 Gbps, offering a significant throughput boost over the previous-generation LPDDR5X memory. The company claims a 33% improvement over LPDDR5X, which topped out at 10.7 Gbps, aligning with the 14.4 Gbps figure for LPDDR6.

LPDDR6 will bring numerous improvements, particularly in density, power efficiency, and speed. SK hynix is also expecting significant power efficiency optimizations exceeding 20% thanks to the new technologies enabling LPDDR6 to operate. This generation of low-power DDR memory uses a sub-channel structure that allows the memory channels to operate selectively, processing only the necessary data paths. This means not all channels need to be engaged when they are not required. Additionally, LPDDR6 incorporates Dynamic Voltage and Frequency Scaling (DVFS), which optimizes power consumption and performance by dynamically adjusting the voltage and frequency depending on the scenario.“
 

“Micron, Nvidia fall after SK Hynix plunges nearly 15% as chip sell-off deepens​


KEY POINTS
  • South Korean semiconductor shares tumbled on Tuesday, extending a rout in chipmakers after another weak session on Wall Street.
  • SK Hynix plunged more than 14%, while Samsung Electronics fell over 13%.
  • Selling followed through to Europe and the U.S. with key chip companies falling in early trade.“
https://www.cnbc.com/2026/07/28/sk-hynix-plunges-semiconductor-selloff-deepens-samsung-softbank.html
 
erek said:

“Chinese DRAM Maker CXMT Is Now Worth More Than Intel”​

https://stocktwits.com/news-article...but-san-disk-micron-feel-the-heat/cZZC0XwRJGQ
Click to expand...

“Memory module maker Apacer warns 2027 DRAM supply could fall 70%​

Memory price increases are expected to moderate in the second half of 2026, but shortages will remain severe, particularly for DRAM, according to Apacer CEO C.K. Chang.”

https://www.digitimes.com/news/a20260727PD221/dram-price-2027-apacer-market.html
 
erek said:
“Memory module maker Apacer warns 2027 DRAM supply could fall 70%
Click to expand...
that sentence must be some strange translation of typo missing word, supply will not go down as long price are up....

secondary module maker will have 70% less dram supply than some baseline, which is a tiny small sub section of the dram world. Let just say Apacer ability to get dram will not be representative of Apple, Nvidia, Amazon, Dell/HP or Google.
 
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erek said:

“Micron, Nvidia fall after SK Hynix plunges nearly 15% as chip sell-off deepens​


KEY POINTS
  • South Korean semiconductor shares tumbled on Tuesday, extending a rout in chipmakers after another weak session on Wall Street.
  • SK Hynix plunged more than 14%, while Samsung Electronics fell over 13%.
  • Selling followed through to Europe and the U.S. with key chip companies falling in early trade.“
https://www.cnbc.com/2026/07/28/sk-hynix-plunges-semiconductor-selloff-deepens-samsung-softbank.html
Click to expand...

This is all leverage coming out of the system. The South Koreans were putting hilarious amounts of leverage on which put in a nearly vertical spike in the Kospi. That was never sustainable, but it doesn't change the demand picture on the ground for the product itself according to the earnings reports of the companies in question.
 
LukeTbk said:
that sentence must be some strange translation of typo missing word, supply will not go down as long price are up....

secondary module maker will have 70% dram supply, which is a tiny small sub section of the dram world. Let just say Apacer ability to get dram will not be representative of Apple, Nvidia, Amazon, Dell/HP or Google.
Click to expand...

It's a reflection of DRAM vs HBM supply. Companies are shifting to HBM with their existing production capacity, so they're producing less VRAM as a result of that since they're supply constrained.
 
HockeyJon said:
It's a reflection of DRAM vs HBM supply. Companies are shifting to HBM with their existing production capacity, so they're producing less VRAM as a result of that since they're supply constrained.
Click to expand...
That part of why the non HBM dram (HBM is just one type of dram...) did not grow as much as it would have, it is still growing in bits (wafer production exploded and density has well, making up for the transition)

Here it is a reflection of the tier 1 (amazon, google, apple, nvidia, meta, etc...) and tier 2 (HP-dell, etc...) ability to get ram being so much higher than the tier 3 (Kingston) people.

Nvidia supply of dram (for its vram or system ram, lppddr, ddr, gddr, hbm) for its Rubin infracstructure is not down
 
LukeTbk said:
That part of why the non HBM dram (HBM is just one type of dram...) did not grow as much as it would have, it is still growing in bits (wafer production exploded and density has well, making up for the transition)

Here it is a reflection of the tier 1 (amazon, google, apple, nvidia, meta, etc...) and tier 2 (HP-dell, etc...) ability to get ram being so much higher than the tier 3 (Kingston) people.

Nvidia supply of dram (for its vram or system ram, lppddr, ddr, gddr, hbm) for its Rubin infracstructure is not down
Click to expand...

Yes, that's the other part of it. The DRAM makers like Kingston, etc, are getting less supply sent over to them, so that's problem #1 from their perspective. The other problem is that more capacity is being redirected to HBM rather than consumer DRAM. The point is we're supply constrained right now, and the priorities of the manufacturers are shifting, as one really should expect, to customers that are willing to buy more product, with fewer individual POs, and are willing to pay a higher price. This will continue until either there's an increase in Fab capacity, or a decrease in datacenter demand, or both.
 
Screenshot from 2026-07-28 14-11-44.png



US lawmakers seek national security probe of Chinese chip giant CXMT after blockbuster IPO: ‘Ticking time bomb’
One senior US official told The Post there is “a real suspicion that a Chinese Communist Party intervention played a role in this so-called IPO” just six weeks after the Pentagon designated the firm as a Chinese military company.

“CXMT just got a massive cash infusion that will send shivers down the spines of the US intelligence community,” the source said.

A seprate senior US government source described the chipmaker as being deeply embedded in “the Chinese industrial military complex,” calling its rapid market expansion “a ticking time bomb for national security.”
Click to expand...
The fear is that Chinese microchips embedded in everyday consumer electronics could act as a Trojan horse, quietly infiltrating American military supply chains and exposing critical defense systems to foreign espionage or cyber sabotage during a crisis, sources said.
Click to expand...
 
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mullet said:
The fear is that Chinese microchips embedded in everyday consumer electronics could act as a Trojan horse, quietly infiltrating American military supply chains and exposing critical defense systems to foreign espionage or cyber sabotage during a crisis, sources said.
Click to expand...

Basically, the exact same thing that the rest of the world fears about US hardware/software.
 
Mega6 said:
Europe has a bunch of chinese EV buses with built in undocumented kill switches.. wonder how that happened?
Click to expand...

So, like almost every modern vehicle right now that has a cheap cellular connection baked in for "maintenance purposes" and not at all to sell your data. As far as I'm concerned, there's no difference between China having control of a data connection into my vehicle or a big US company. They're both screwing me over.
 

“Diverging Memory Market Outlook in 2027 as DRAM Supply Remains Tight While NAND Flash Supply Conditions Ease​

PRESS RELEASE by TheLostSwede Today, 03:11 Discuss (1 Comment)
TrendForce's latest research on the memory industry reveals that AI will remain the primary driver of memory demand in 2027. However, market dynamics are expected to diverge between DRAM and NAND Flash.

On the DRAM side, continued HBM capacity allocation, robust AI server demand, and growing procurement of CPU memory and HBM are expected to keep supply constrained and prices on an upward trajectory. By contrast, NAND Flash is projected to enter a looser supply environment in 2H27 as new production capacity comes online while consumer electronics demand remains weak, increasing downward pressure on prices.“
 

“Samsung sees chip shortage extending to 2028, touts long-term supply deals​

  • Surging memory chip prices benefit Samsung but hurt phone unit
  • Chip profit rises more than 250-fold to $61.7 billion
  • Mobile division swings to first loss
  • Shares rise as much as 8%, end down 0.7%
SEOUL, July 30 (Reuters) - Samsung Electronics (005930.KS), opens new tab on Thursday reported a more than 250-fold jump in chip profit and announced multi-year supply deals with major data centre operators, saying it expects global chip shortages to become more acute and extend into 2028.”

https://www.reuters.com/world/asia-...i-chip-demand-offsets-mobile-loss-2026-07-30/
 
mullet said:
US lawmakers seek national security probe of Chinese chip giant CXMT after blockbuster IPO: ‘Ticking time bomb’
Click to expand...
If it weren't for Micron et al selling all their capacity to US AI companies the Pentagon wouldn't even have been in the position to have relaxed their official stance against CXMT earlier in the year. Unfortunately there isn't much of a choice when supply is so constrained.

Either way it seems unlikely the US military would put anything into devices that hasn't seen rigorous analysis. Though recall when there were allegations about a Supermicro supply chain compromise years back and the US companies alleged to have received compromised servers did their own X-ray and security analysis (something IIRC they mentioned was actually routine for them) and didn't find the claimed backdoor chip.
 

“Innodisk Introduces High-Speed DDR5 12800 MT/s MRDIMM​

PRESS RELEASE by Nomad76 Today, 06:04 Discuss (1 Comment)
Innodisk, a leading global AI solution provider, introduces the DDR5 12800 MT/s MRDIMM to support the rapid growth of generative AI, large language models (LLMs), and robotics applications. With an industry-leading data rate of 12800 MT/s, this advanced memory module delivers exceptional bandwidth efficiency and scalability to meet the growing processing demands of AI-driven innovations.

Breaking the Memory Wall with Advanced Architecture
The growing complexity of AI and HPC workloads has exposed the limitations of traditional memory architectures, often referred to as the "memory wall"—a bottleneck where memory bandwidth fails to keep up with processing speeds, leading to inefficiencies. The DDR5 12800 MT/s MRDIMM overcomes this challenge with its innovative Multiplexed Registering Clock Driver (MRCD) and Multiplexed Data Buffer (MDB) architecture. By enabling simultaneous two-rank access, this breakthrough design increases bandwidth by 60% compared to traditional DDR5 8000 MT/s RDIMMs, significantly improving data transfer speeds and computational efficiency. By reducing the load on the memory controller and lowering latency, this module enhances AI model training, large language models (LLMs), and robotic automation applications.”
 

“Renesas Unveils Gen 3 MRDIMM Chipset Solutions for 16000 MT/s DDR5 Server Memory​

PRESS RELEASE by Nomad76 Today, 06:15 Discuss (0 Comments)
Renesas Electronics Corporation (TSE: 6723), a premier supplier of advanced semiconductor solutions, today announced its third-generation (Gen 3) DDR5 Multiplexed Rank Dual In-Line Memory Module (MRDIMM) chipset solutions, delivering DDR5 server-class MRDIMM speeds up to 16,000 mega transfers per second (MT/s). The new solutions are designed to address the growing demand for higher memory bandwidth driven by artificial intelligence (AI) data centers, cloud infrastructure and accelerated compute workloads.

Renesas will showcase memory interface components for Gen 3 MRDIMMs at FMS 2026 (Future of Memory and Storage Conference), Santa Clara, California, August 4-6, 2026. (Booth #807) They include third-generation Multiplexed Registering Clock Driver (MRCD, RRG5013) and Multiplexed Data Buffer (MDB, RRG5103) devices that support next-generation MRDIMM performance.“
 
So this industry is well known to be cycles of boom and bust. So what will happen once the data centers are complete along with chip fabs? As erek's posts above show, tech will advance and efficiency on both hardware and software will increase. The huge data centers full of current gen DDR5 will be old news, wanting to be replaced by newer (and hopefully less) equipment. Fabs will have excess capacity exceeding demand.

There was a mini boom bust cycle like this during and after Covid, I remember that's when I got a 2tb SSD on sale for 70$. Obviously with AI it's a bit different but I suspect only with regards to scale.
 
myzz said:
So this industry is well known to be cycles of boom and bust. So what will happen once the data centers are complete along with chip fabs? As erek's posts above show, tech will advance and efficiency on both hardware and software will increase. The huge data centers full of current gen DDR5 will be old news, wanting to be replaced by newer (and hopefully less) equipment. Fabs will have excess capacity exceeding demand.

There was a mini boom bust cycle like this during and after Covid, I remember that's when I got a 2tb SSD on sale for 70$. Obviously with AI it's a bit different but I suspect only with regards to scale.
Click to expand...
Upgrade. Because then the new cycle has started. Are you new at this?(n)
 
myzz said:
the huge data centers full of current gen DDR5 will be old news, wanting to be replaced by newer (and hopefully less) equipment. Fabs will have excess capacity exceeding demand.
Click to expand...
The cheaper something like AI inference get, the more demands for it we can expect to see, it would take incredible gain in hardware-software to make up for that jump in demand that come with lower price. It is hard to phantom what the demand look like when free and if there is a limit on it, could be the most elastic think ever.

DDR 5 will be old news at some point, but DDR6 capacity will come in part from upgrading DDR5 level wafer infrastructure, it is not a pure additive play and there is a balancing act for a while, newer node have lower yield but higher bit density, that make making more volume not that straitforward.

We will also see a lot of tier use of older hardware, because they will be useful in some step of the whole process, ddr5 cpu system with -H100 level gpu will be used in pre-fill of Cerebras type inference or used for easier model, a bit like very old TPU are still used to recommend next youtube video and generate google map itinerary, the gap in task complexity will be ultra vast.

H100 gpu could be easily have a 10+ years high level life cycle because of grog-cerebras and how valuable hbm3 could continue to be for years.

I think that 2 big difference with crypto, crypto had a certain level of demand, sure if you make transaction cheaper they would become more popular but still seem a fixed max use, etherum treatment becoming much cheaper did not made daily usage explode and the gap between task was not vast (some nicher coin wanted to exploit, but a lot of the field was a couple of big player)
 
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Interesting, yeah I guess it boils down to usage growing with efficiency (and reduced cost) or just plateau-ing.

Anecdotally, I've seen friends who have hit the limit for what is useful in day-to-day usage, any more and they would be paying thousands of dollars in tokens for diminishing returns.

I think we'd see more people fall into weird relationship type stuff if it was cheap or free.
 
myzz said:
So this industry is well known to be cycles of boom and bust. So what will happen once the data centers are complete along with chip fabs? As erek's posts above show, tech will advance and efficiency on both hardware and software will increase. The huge data centers full of current gen DDR5 will be old news, wanting to be replaced by newer (and hopefully less) equipment. Fabs will have excess capacity exceeding demand.

There was a mini boom bust cycle like this during and after Covid, I remember that's when I got a 2tb SSD on sale for 70$. Obviously with AI it's a bit different but I suspect only with regards to scale.
Click to expand...

“AMD raises Radeon GPU/Memory kit price by “at least 10%”​


AMD reportedly raises its GPU kit prices for AIB partners​

A report from Channel Gate, citing sources within AMD’s supply chain, claims that AMD will increase its Radeon GPU kit prices by “at least 10%” for its GPU partners. These price increases are due to come into effect in August, raising the price of newly manufactured GPUs.

AMD’s GPU kits are how GPU cores and memory are supplied to AMD’s AIB (Add-In Board) partners. It has been claimed that AMD wanted to implement this change earlier, but delayed the decision until Nvidia raised its prices. With the price of memory and silicon rising, this price increase could be seen as inevitable. By delaying their price increase until after Nvidia’s, AMD secured a temporary advantage over its rival.

AMD has notified AIB brand manufacturers of a uniform price increase in August.
According to information confirmed by AMD’s internal supply chain, AMD finalised a plan last month to increase the supply price of bundled GPU cores and memory, but did not immediately implement the price increase, choosing instead to postpone its implementation. This was mainly due to the current weak recovery phase in the consumer graphics card market, high price sensitivity at the end-user level, existing inventory still needing to be digested, and the fact that NV series graphics card prices have not yet increased. This was to avoid the risk of declining product competitiveness and market share loss from a hasty price adjustment during a period of demand pressure.
However, with the confirmed price increase for the NV series, AMD has notified AIB brand manufacturers that the price increase will be at least 10%, and all brands will officially implement the price increase uniformly starting next month. At that time, the price positioning is expected to be similar to that of NV series graphics cards.”
Click to expand...
https://overclock3d.net/news/gpu-displays/amd-raises-radeon-gpu-memory-kit-price-by-at-least-10/
 

“Apple Talks Memory Shortage and Evaluating More Suppliers​

by AleksandarK Today, 04:53 Discuss (2 Comments)
Apple has reported record quarterly results for the second quarter, ending with $109.4 billion in revenue, highlighting the resilience of its business in recent months. The company is also one of the largest supply chain operators globally, manufacturing electronics across mobile, laptop, and desktop computing. When asked about recent memory inflation during an earnings call, Apple's CEO Tim Cook explained that the company has benefited from stockpiling memory inventory and reduced costs for some other non-memory components in its bill of materials (BOM) for each device. Additionally, Apple sources memory from three suppliers: SK hynix, Micron, and Samsung, while also exploring other options. This suggests that the rumored evaluations of YMTC for NAND Flash and CXMT for DRAM are accurate, and Apple is likely undergoingsome form of regulatory approval.”
 

“Samsung And SK Hynix Have Re-Engineered The DRAM Business Model To Defy Peak-Out And Recession​

AI customers of various forms have given Samsung and SK hynix new opportunities to reach staggering heights through insatiable DRAM demand. However, these gateways can also become perilous pitfalls if companies aren’t careful, which is why both memory manufacturers had to overhaul their entire business models to withstand those recession cycles. Here’s how they did it.

Securing LTAs (Long-Term Agreements) is one thing, but Samsung and SK hynix have insulated themselves from demand fallout​

The memory industry has historically been extremely vulnerable to those aggressive “boom-and-bust” cycles, and Samsung is no stranger to those back-breaking losses. Now, with the Korean giant and SK hynix having the upper hand thanks to the AI boom, they have successfully secured their long-term future through multi-year commitment contracts with a multitude of customers.”

https://wccftech.com/samsung-sk-hynix-redesign-dram-business-model-peak-out-recession/
 

“Sony Stocks Up on DRAM for PlayStation 5 Prior to GTA VI Launch​

by AleksandarK Today, 08:33 Discuss (3 Comments)
In its latest earnings call, Sony discussed its PlayStation 5 and PlayStation 5 Pro consoles, noting that the company has secured enough DRAM to manufacture its consoles without being affected by the current memory crisis in the semiconductor industry. Reportedly, the company has worked with the big three DRAM makers—Samsung, SK hynix, and Micron—to ensure an ample supply of DRAM for the PlayStation 5, as demand is expected to grow rapidly with the upcoming release of Rockstar's Grand Theft Auto VI. Being one of the most anticipated major AAA titles this year, it usually triggers a whole ecosystem of purchases, with gamers flocking to retailers to buy the latest generation console.

Anticipating this surge in purchasing, Sony has secured sufficient DRAM supply just before the November 19 launch of GTA VI, meaning the company will likely benefit from profits driven by the game's release. "Regarding the impact of the storage component market on PlayStation 5 hardware, we have secured the storage quantities required to achieve our projected sales volume in fiscal year 2026 [ending in April 2027]." Interestingly, the company did not announce any immediate price hikes due to ongoing DRAM pricing volatility, but it is possible that one may occur if the supply chain situation does not improve. Since consoles are also significant drivers of consumer DRAM usage, companies like Sony need long-term supply agreements to maintain pricing and availability, especially before a major AAA release.“
 
“Navigating the DRAM Crisis: Memory Tiering in vSphere 9
  • By Tom Fenton
  • 07/28/2026

Key Takeaways​

  • AI-driven demand for high-bandwidth memory has constrained standard DRAM supplies, sharply increasing server memory costs and extending procurement lead times.
  • vSphere 9 Memory Tiering transparently combines DRAM with enterprise NVMe or CXL memory, keeping hot pages in DRAM while moving colder pages to a lower-cost tier.
  • A 1:1 DRAM-to-NVMe configuration can double usable host memory, improve VM consolidation and reduce server acquisition costs, but latency-sensitive workloads require careful sizing.
Recently, I wrote an article about how shocked I was by the increase in memory costs for a laptop I was reviewing. Yes, I was aware of "RAMageddon" and how the price of RAM has escalated over the past year, but I didn't realize some DDR5 memory kits that sold for around $50 a year earlier were selling for well over $200, illustrating just how volatile the DRAM market has become. This really drove home two things: the effect of rising RAM prices on infrastructure vendors and the need for me to investigate VMware's Memory Tiering, which VMware positioned as a way to reduce the amount of DRAM required by hypervisors. I first heard about it at a VMware Explore event a few years ago, and then again at a local VMware User Group meeting I attended.”

https://virtualizationreview.com/ar...-dram-crisis-memory-tiering-in-vsphere-9.aspx
 
erek said:

“CXMT On The Priority List For A Spate Of China’s New Homegrown DUV Machines, Neutralizing The US MATCH Act, And Bolstering Its Big Bet On 3D DRAM​

After undergoing a historic IPO, one that resulted in a veritable frenzy among investors, China's CXMT has apparently entered an August list of Chinese semi players that are slated to receive some of the very first domestically produced DUV lithography units this year, a development that is sure to supercharge CXMT's next-gen bets.

China plans to produce 5 DUV machines this year and 20 next year, as CXMT gains expedited access to power its next-gen bets​

According to The Information, a China-based company, formally called Shanghai Yuliangsheng Technology, has now entered the DUV lithography business, with plans to produce 5 units this year, and 20 in the next year.”
https://wccftech.com/cxmt-gets-one-...ch-act-and-bolstering-its-big-bet-on-3d-dram/
Click to expand...
Red ram would look good in my PC.
jerry china.jpg
 

"Microsoft Promises Better Windows 11 Memory Efficiency​

by Cpt.Jank Yesterday, 19:22 Discuss (74 Comments)
Following large-scale dissatisfaction with the overall Windows experience, Microsoft in March 2026 issued a statement explaining that it would be working to deliver "smoother navigation and more reliable performance for everyday tasks." Now, over four months later, Pavan Davaluri, President of Windows + Devices, has provided an update on the progress of this initiative in a new X post.

In this X post, one of the more notable improvements Davuluri claims Microsoft has made during recent months—along with improvements to the Taskbar and Start—is improved memory efficiency. He explains that Microsoft has implemented "substantial improvements in memory efficiency and latency," in order to "accelerate the modernization of Windows 11," that it has reduced memory overhead across apps and components, and that the company has tuned WinUI 3 to make built-in apps use less memory. Microsoft also outlined its plans for the future of Windows 11 memory efficiency improvements, specifically stating that the Windows team will be working on "memory optimization for 8 GB and above.""
 

“Montage Technology Enters Trial Production of CXL 3.2 MXC Chip Supporting 8000 MT/s DDR5​

PRESS RELEASE by Nomad76 Yesterday, 09:07 Discuss (1 Comment)
Montage Technology today announced the industry's first trial production of its CXL 3.2 Memory eXpander Controller (MXC) chip, designed to address escalating demands for memory expansion and resource pooling in AI, cloud computing, and data center environments. Leveraging CXL technology, the MXC chip enables customers to build memory infrastructure with higher capacity, improved resource utilization, and greater flexibility.

The CXL 3.2 MXC complies with CXL Type 3 specifications, including both CXL.mem and CXL.io protocols. It is designed with PCIe 6.x and CXL 3.2 protocol support, delivering data transfer rates of up to 64 GT/s. The chip integrates dual DDR5 memory controllers that support up to 8000 MT/s DDR5 memory. By converting host-side CXL memory requests into DDR commands in real time, it enables efficient data exchange between the host and backend memory, effectively breaking through the memory capacity limits of traditional servers.”
 

"Apple's Stock Drops Nearly 10%. How Will It Respond to Memory Shortage? (yahoo.com)2​

Posted by EditorDavid on Saturday August 01, 2026 @04:15PM from the thinking-different dept.
Apple's stock "fell just shy of 10% on Friday," reports Yahoo Finance, "after CEO Tim Cook warned about the impact of the global memory shortage on the company's business."During Apple's third quarter earnings call, Cook said the company paid significantly more for memory in the quarter and expects that to further increase in the current period. And while Apple is able to offset some of that price jump, it won't be able to tackle it all... The CEO said that iPhone and Mac sales outpaced Apple's own expectations and that a lack of flexibility in the supply chain is making it more difficult to keep up with demand.
Yahoo Finance cited an investment analyst who predicts overall gross margins for Apple's iPhone could drop from 38% to 34.5%. But another analyst sees a scenario where Apple "raises iPhone prices, unit growth will slow, and as unit growth slows, so will user growth, which we think ultimately will slow Services growth." (Still, Yahoo Finance predicts Apple's new leasing program "could help address those concerns.")

Apple has another controversial option, according to the blog 9to5Mac:Bloomberg reports that US senators from both sides of the aisle are urging Apple CEO Tim Cook to commit by August 21 to not using memory chips from Chinese suppliers CXMT and YMTC....

Apple is not required to obtain U.S. government approval to purchase chips from the companies, but doing so without the administration's support could expose it to significant political ramifications. Which is why, in an interview with The Wall Street Journal ahead of Apple's recent price hikes, Tim Cook said that "everything needs to be on the table," adding that "we should look at all supply...." More recently, the Journal reported that Apple's use of Chinese memory chips could extend beyond China, with the company seeking the administration's blessing to use components from CXMT and YMTC in products sold elsewhere outside the US. The report also detailed Micron's efforts to persuade the administration to reject Apple's request, arguing that allowing Chinese suppliers into Apple's supply chain could undermine domestic memory production...

[Bloomberg's reported that U.S. lawmakers warned] other companies could follow Apple's lead, potentially undermining domestic memory production and planned investments in states such as Indiana, Idaho, New York, and Virginia... [T]he senators sought details about any information Apple has shared with CXMT during the component qualification process, noting that the transfer of controlled technical information to advanced chipmaking facilities in China may require a Commerce Department license.
The blog MacRumors notes that Apple has already increased prices for Macs and iPads in June because of surging memory prices. Apple CEO Tim Cook said Thursday "we did it because we're in what I would characterize as a 100-year flood on memory pricing with exponential increases in memory prices."Cook did not comment on whether Apple plans to raise iPhone prices when the iPhone 18 Pro models and first foldable launch this September, but multiple analysts believe prices will go up. Cook said Apple is expecting to pay higher memory costs in the September quarter, though Apple will be able to partially offset it with lower costs on some non-memory components and a stockpile of inventory.
Sky News points out that "It was Tim Cook's final earnings appearance before his retirement after 15 years at the helm of the company."Apple, which recently topped Nvidia as the most valuable listed company, has been largely spared the volatility in share price seen by chipmakers and big spenders on artificial intelligence. Apple continues to generate cash without the huge investment spending that its Wall St peers are dealing with "and that showed across most parts of the operation," said Thomas Monteiro, an analyst at Investing.com."
 
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