CXMT hits its wafer limit
China’s CXMT has hit a production ceiling just as AI demand keeps shoving memory prices…
Micron
RAM prices now up 500 per cent
Memory prices have become divorced from reality, with prices for some kits increasing by 500…
Samsung HBM4 yield gives AI rivals something to chew on
Samsung’s HBM4 yields are reportedly closing in on 80 per cent, giving it a better…
Memory supply vanishes for 2027
Samsung, SK hynix and Micron have allocated all their 2027 DRAM and HBM capacity. Taiwanese…
Job’s Mob eyes Chinese memory for AI crunch
The Fruity Cargo Cult Apple is snuffling around Chinese memory chips to keep its AI…
AI boom hits supply-chain wall
AI infrastructure has stopped being a chip beauty contest and turned into a supply-chain knife…
MRDIMMs make DDR5 less wheezy
The server and data centre market is moving towards DDR5 MRDIMM modules because ordinary RDIMMs…
CXMT value rises 466 per cent
CXMT shares went bonkers on their Shanghai debut on Monday, briefly making the chipmaker China’s…
Job’s Mob battery squeeze may kill Varta
German battery maker Varta is heading for the corporate knackers’ yard after more than 130…