Online security firm DataDome just reported that it has stopped a massive scalping effort to buy memory modules and resell them at inflated prices, turning the memory situation from bad to worse.
HP and Dell are reportedly qualifying CXMT memory chips for their products, while Asus and Acer are asking their partners to source locally-made memory modules. The ongoing memory chip shortage is forcing even big companies to look for alternative sources to Micron, Samsung, and SK hynix.
China’s two largest memory manufacturers, CXMT and YMTC, are said to each be embarking on an unprecedented expansion spree as they see an opportunity to close the gap with the big-three incumbents.
German retailers' inventory saw DDR5 memory prices stabilizing for the first time in months, with some kits even miraculously seeing price cuts compared to the start of January. This doesn't indicate that the crisis is over, or even that there will be no more price hikes, but rather that the unpredictability is finally starting to wither.
The big three memory chip makers are reportedly becoming stricter when it comes to who buys their chips, ensuring that the demand is real before allowing customers to get them.
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.
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 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 leadership in the booming market.
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. After flashing custom firmware enabling 6400 MT/s XMP, the entire build put together cost $218.
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 memory, but questions remain about its manufacturability and commercial viability.
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.
As we face an unprecedented memory crisis, some vendors are still upping the ceiling, introducing higher capacity RAM kits for eye-gouging prices. This time, though, it's registered ECC server memory not meant for consumers, and therefore, asking the price of a borderline luxurious car is justified here.
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