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

“Hot Chips 2026: SK hynix pushes hybrid bonding HBM5 as AI memory hits 775-micron ceiling — firm extends MR-MUF through Nvidia Rubin​


Jaesik Lee laid out the physics capping HBM stack height and all-but-confirmed hybrid bonding misses HBM4E

SK hynix doesn't expect hybrid bonding to be ready for HBM4E, Jaesik Lee, VP of package engineering at SK hynix America, said during a presentation at Hot Chips“

https://www.tomshardware.com/tech-i...e-as-ai-memory-runs-into-a-775-micron-ceiling
 
jbltecnicspro said:
Maybe this means Apple will lower their prices right? RIGHT? (never)
Click to expand...
CXMT ram cost about the same as others usually, not sure how it could mean apple would lower its price. And every apple compeitor gain by them buying elsewhere when they do, pressure wise.

DukenukemX said:
Patents are rules made by corporations to ensure they have a monopoly for as long as they want, and countries that agree with this are just collaborating. If one day China could benefit from patents then you'd bet they'd enforce it, but currently they don't. As far as consumers go and 99% of the world, the patent system is not to your benefit.
Click to expand...
That a bit of a limited short sigthed view, if they have a monopoly it would be on something they invented and executed and they spent money inventing-executing it because of the promised limited monopoly that follow. you benefit for that product existing instead of not existing in the first place.

There is patent trolling, defensive patent and bog down laws (because they are not supposed to be possible, you exploit or loose it), there is an idea that they could do on as having the inventor strong brand to be able to outsell at higher price the competition just concentrating at making proven stuff (as they do not spend as much R&D or make failing product, they can undercut the makers), but those replicator would develop a reputation and would be able to capture market normally.

DukenukemX said:
If one day China could benefit from patents then you'd bet they'd enforce it, but currently they don't.
Click to expand...
They do it and extremelly, they violently enforce patent and have a lot of history of granding exclusive commercial rights deal to local companies....
https://www.afdip.com/insights/Articles/Patent/2026/0324/2230.html

DukenukemX said:
But you did pay for it. That's justifying their price increases.
Click to expand...
Yes because they are doing high value work, they just get less of a rebate than usual with how much memory is worth (people back in the days were paying 100k for that amount of memory setup for a reason)
 

“Amazon Hikes Hardware Prices By 60%, Blaming Memory Shortage​

BeauHD 31 minutes ago		2
Amazon has raised the prices of its hardware devices by as much as 60%, blaming "significant increases in memory and storage component costs." TechCrunch reports: The price explosion impacted Fire TVs, Echos, Kindles, and Eeros. One egregious example that's been cited is that of the Echo Dot, one of Amazon's cheapest smart speakers, the price of which jumped 60% overnight, from $49.99 to $79.99. Price-tracking sites like CamelCamelCamel show the stark uptick, which has previously hovered much lower. [...] The company also said that it would continue to offer occasional promotions to customers over the course of the next year. Amazon said in a statement: "The consumer electronics industry is facing significant increases in memory and storage component costs. After absorbing these increases for as long as we could, we recently adjusted pricing across our product lines."”
 
erek said:

“Amazon Hikes Hardware Prices By 60%, Blaming Memory Shortage​

BeauHD 31 minutes ago		2
Amazon has raised the prices of its hardware devices by as much as 60%, blaming "significant increases in memory and storage component costs." TechCrunch reports: The price explosion impacted Fire TVs, Echos, Kindles, and Eeros. One egregious example that's been cited is that of the Echo Dot, one of Amazon's cheapest smart speakers, the price of which jumped 60% overnight, from $49.99 to $79.99. Price-tracking sites like CamelCamelCamel show the stark uptick, which has previously hovered much lower. [...] The company also said that it would continue to offer occasional promotions to customers over the course of the next year. Amazon said in a statement: "The consumer electronics industry is facing significant increases in memory and storage component costs. After absorbing these increases for as long as we could, we recently adjusted pricing across our product lines."”
Click to expand...
It's that time of year where every company does it, anyway. That way they can lower the prices back to normal for "Black Friday" sales.
 

“Micron's Customers Are Putting Up $22 Billion, and Its CEO Says Data Centers Want 50% More Memory Than It Can Ship​



Micron Technology's (NASDAQ:MU) CEO, Sanjay Mehrotra, sat down with CNBC's Jim Cramer last week at a construction site in Boise, Idaho, where the memory specialist is building two chip fabrication plants.
He had a lot to talk about: Micron's fiscal third-quarter revenue more than quadrupled year over year to $41.5 billion, and net income hit $28.2 billion, compared with $1.9 billion a year earlier. Guidance points to about $50 billion this quarter.”

https://www.fool.com/investing/2026...centers-want-50-more-memory-than-it-can-ship/
 

“CXMT corners Apple’s 600 million GB memory demand for Huawei till 2027​


Apple’s hope to meet memory demand in China requires CXMT-based chip products but the Chinese tech maker has cornered this request as it is already booked through 2027 by Huawei and Xiaomi, focusing on fulfilling China’s tech requirements.
While the Trump administration has allowed Apple to procure memory chips from certain Chinese chipmakers like CXMT and YMTC, the company is still facing challenges.
The latest information suggests that CXMT has cornered Apple’s demand for 600 million GB memory chips, saying that brands like Huawei, Xiaomi, and more have already booked its products till 2027 and beyond.
iPhone maker made this demand to meet its memory needs in China, at least. The company’s annual demand for iPhones in the Chinese market is around 50 million units. If each unit has 12GB RAM, the firm needs at least 600 million GB.
If CXMT fulfills Apple’s demand, then it may account for 6.6% of CXMT’s memory chip production capacity by the end of this year. However, the Chinese chipmaker is putting the iPhone maker in the queue, as it is already full for the time being.
Huawei, Xiaomi, and many other Chinese firms have placed orders for CXMT memory processors on a large scale. As a result, CXMT is unable to meet other demands. Moreover, it is prioritizing China’s tech progress over the US-based firm’s demand.“

https://www.huaweicentral.com/cxmt-corners-apples-600-million-gb-memory-demand-for-huawei-till-2027/
 

“SanDisk makes first 3D Matrix Memory chips — aiming for half the cost per bit of DRAM​

https://www.notebookcheck.net/fileadmin/Notebooks/News/_nc5/sandisk-3d-matrix-memory-progress_02.jpg
Schematic representation of SanDisk’s 3D Matrix Memory.
SanDisk has produced the first prototype chips of its experimental 3D Matrix Memory on 300-mm wafers. The technology could eventually offer up to four times the capacity of DRAM while cutting the cost per bit in half. But commercialization remains years away.


SanDisk has provided a small but significant update on its experimental 3D Matrix Memory, saying it has produced the first chips of the new memory technology on standard 300-mm silicon wafers and packaged them for further testing. According to the company, the prototypes are already capable of storing several gigabits of data, and their performance is approaching the specifications planned for the final product.
3D Matrix Memory has been under development since 2017 as a potential alternative to conventional DRAM, but with a fundamentally different three-dimensional structure. SanDisk says the technology could eventually deliver similar performance while offering up to four times the capacity of DRAM. The company also aims to cut the cost per bit by half compared with traditional DRAM.
The latest prototypes build on a test vehicle developed with SanDisk's research partner Imec last year. SanDisk has since begun stacking multiple memory layers and manufacturing prototypes on 300-mm wafers. The packaged chips are now being used for additional testing. According to the company, the experiments have already demonstrated functioning memory arrays with multiple gigabits of capacity. SanDisk also says the performance level is already very close to the specifications it has set for a potential end product.“

https://www.notebookcheck.net/SanDi...-half-the-cost-per-bit-of-DRAM.1374351.0.html
 

“SK Hynix Next-Gen HBM Memory to Use Intel EMIB-T Packaging​

by AleksandarK Today, 04:23 Discuss (1 Comment)
Intel Foundry is achieving another significant success as SK hynix, a leading memory maker, is reportedly becoming a customer for EMIB advanced packaging. During Hot Chips 2026, SK hynix mentioned that it is collaborating with TSMC to integrate HBM memory into CoWoS-L, CoWoS-S, CoWoS-R, and most importantly, Intel EMIB. For instance, SK hynix's discussion focused on memory progressing from approximately 1,024 pins to 2,048 pins in the latest HBM4. The number of TSVs is increasing, and integration requires 2.5D packaging, hybrid bonding, as well as 3D DRAM integration to achieve next-generation memory technology with advanced AI accelerators.

As customers increasingly seek to diversify from TSMC's CoWoS, Intel's EMIB family offers many attractive options, particularly with EMIB-T. This variant includes TSVs to enable vertical power delivery across multiple stacked chips, supporting SK hynix's concept of vertical power delivery for 3D memory modules at the package level with EMIB-T.”
 
But you did pay for it. That's justifying their price increases.
Click to expand...

What choice do businesses have? Not being able to build compute servers for the next few years?

We build electronics and I am paying $240 per 16gbit ddr4 bga right now. Luckily we can sell our electronics to the government and they are not as price sensitive as the consumer market because we would be out of business otherwise.
 
vegeta535 said:
This is definitely worse then the crypto boom.
Click to expand...
depends for who:

for a regular customer, this seem way better, things are just more expensive, but easy to find and buy:
https://www.costco.com/p/-/ibuypowe...70-12gb-32gb-ram-2tb-ssd/4000449752?langId=-1
$2000, get you a 32GB, 9800x3d-5070 12GB, 2TB sssd nice system at costco,

Macbooks and phone are a bit more expensive, PS5 a bit more expensive:
https://www.costco.com/p/-/sony-pla...lsense-controller-bundle/4000360868?langId=-1

During the worse of the crypto boom, if you needed a modern gpu, just buying it from a store was hard to do, it was easier to turn GPU into money with crypto for the average people than AI inference and it was easy to scale near 1:1 by adding gpu your revenue, making the demand nearly infinite for a while.

The big buyer with good supply chain have been affected, but nothing too crazy it seem, the world was buying 1.2 billion smartphone a year it will be down to only 1.09 billion instead.
 
we shouldn’t complain,

“One gigabyte of RAM cost as much as a house back in 1995 — $64,000 price tag resurfaced in 31-year-old press release, equivalent to $140,000 today​

Looking back in time is always interesting, especially when visiting any topic that's technology-adjacent — and doubly so when looking at the evolution of pricing. The price of memory continues to be a hot-button topic, and an eagle-eyed Redditor came across a 1995 press release from Advantage Memory Corporation announcing prices for its freshly released DIMMs, revealing that fitting a high-end machine with 1 GB of RAM would set you back as much as a cheap house.“

https://www.tomshardware.com/pc-com...-then-and-were-heading-back-in-that-direction
 
LukeTbk said:
depends for who:

for a regular customer, this seem way better, things are just more expensive, but easy to find and buy:
https://www.costco.com/p/-/ibuypowe...70-12gb-32gb-ram-2tb-ssd/4000449752?langId=-1
$2000, get you a 32GB, 9800x3d-5070 12GB, 2TB sssd nice system at costco,

Macbooks and phone are a bit more expensive, PS5 a bit more expensive:
https://www.costco.com/p/-/sony-pla...lsense-controller-bundle/4000360868?langId=-1

During the worse of the crypto boom, if you needed a modern gpu, just buying it from a store was hard to do, it was easier to turn GPU into money with crypto for the average people than AI inference and it was easy to scale near 1:1 by adding gpu your revenue, making the demand nearly infinite for a while.

The big buyer with good supply chain have been affected, but nothing too crazy it seem, the world was buying 1.2 billion smartphone a year it will be down to only 1.09 billion instead.
Click to expand...
You could easily buy over priced GPUs then like you can now. Right now it's expensive to buy a lot of parts and not just GPUs.
 
vegeta535 said:
You could easily buy over priced GPUs then like you can now. Right now it's expensive to buy a lot of parts and not just GPUs.
Click to expand...
on ebay and elsewhere like that maybe ? (or in some region), for online order of regular store getting your hands on a PS5 or a gpu in a store did seem to have been just hard in mine not just expensive, was I do not know how many months on waitists and have to refresh to out of stock sign for ryzen 5000... and GPUs, maybe in the 3090 class level if you wanted to buy the expensive SKUs they were possible to find.
 
erek said:
we shouldn’t complain,

“One gigabyte of RAM cost as much as a house back in 1995 — $64,000 price tag resurfaced in 31-year-old press release, equivalent to $140,000 today​

Looking back in time is always interesting, especially when visiting any topic that's technology-adjacent — and doubly so when looking at the evolution of pricing. The price of memory continues to be a hot-button topic, and an eagle-eyed Redditor came across a 1995 press release from Advantage Memory Corporation announcing prices for its freshly released DIMMs, revealing that fitting a high-end machine with 1 GB of RAM would set you back as much as a cheap house.“

https://www.tomshardware.com/pc-com...-then-and-were-heading-back-in-that-direction
Click to expand...
Windows 95 was 16 MB to 24 MB of RAM
By the end of 1996, the price for a 16MB SIMM dropped sharply to around $120
 
Mega6 said:
By the end of 1996, the price for a 16MB SIMM dropped sharply to around $120
Click to expand...
~$255 in today dollars, on newegg right now a B550M am4 motherboard, with a 5500 6 cores cpu and 16GB of DDR4-3200 is around $285, that give some idea.

Verado said:
At launch having 16mb ram was high end indeed. It required 4mb.
Click to expand...
To have try it, it was a nightmare 4MB win95 experience.
 
Nobu said:
I couldn't imagine 95 with less than 128, or at least 64 MB of memory. 😭
Click to expand...
Even by WIndows 1998, 32MB was still quite common. Our big pentium 200MMX built of 1997 had only 32MB I think, boosted to 64 later on. 16MB was common for 1995 around that time and considered ok
 

"CXMT No Longer Barred By Technological Limitations As New Report Says The Chinese Memory Maker’s LPDDR6 RAM Will Be Supplied To Xiaomi’s XRING 03​


Chinese DRAM suppliers are now racing to become the face of LPDDR6 memory / Image made using Gemini

Xiaomi’s XRING 03 hasn’t just shaken the smartphone industry by being the first SoC to support LPDDR6 RAM, but it also falls upon the company to find the right suppliers to make this transition possible. As it so happens, CXMT is reportedly its fellow Chinese firm’s key supplier of this component, and what’s surprising is that the memory maker has gone from clearing R&D verification of its next-generation RAM at 12.8Gbps to entering production.

New LPDDR6 RAM had already been sampled to CXMT’s customers, according to the latest report​

As Samsung and SK hynix race towards LPDDR6 RAM production in the second half of 2026, these Korean giants now have a true test on their hands because CXMT has reportedly demonstrated that it isn’t locked down or limited by any technological or manufacturing limitations that’ll prevent it from pursuing LPDDR6 RAM production."

https://wccftech.com/cxmt-lpddr6-ram-xiaomi-xring-03-soc-supply/
 
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