Tag

Dram

All articles tagged with #dram

technology3 hours ago•6 min saved

Memory Crunch to Reshape Smartphone Market; Apple Less Exposed

IDC projects a 13% drop in global smartphone shipments in 2026 (about 1.1B) due to a DRAM shortage driven by AI demand for high‑bandwidth memory, pushing prices higher and likely keeping them above 2025 levels even after the crunch. Apple is expected to weather the disruption better than cheaper Androids thanks to stronger margins and premium-device demand, though it will still incur higher memory costs; the market may remain unsettled into mid‑2027 as supply tightness eases.

via MacRumors|

#apple #dram #hbm

technology23 days ago•3 min saved

DRAM Prices Jump to 125% Premium, Squeezing Buyers in a Seller's Memory Market

DRAM contract pricing is surging to levels not seen before, with Micron reportedly proposing a 115–125% price increase versus Q4 2025 as hyperscalers and AI workloads drive demand. Industry trackers (DRAMeXchange, TrendForce) expect continued sharp price gains this quarter, leaving memory in a seller’s market with limited buyer leverage. Despite Micron’s planned fab buildout, shortages are projected to persist into 2028, threatening higher costs for consumer laptops, GPUs, and other devices as allocations favor servers and AI-related applications.

via Wccftech|

#dram #hyperscalers #memory-pricing

business1 month ago•15 min saved

Micron’s AI Memory Bet: Can MU Join the Trillion-Dollar Chip Club?

Five-star investor Adam Spatacco argues Micron (MU) could join Nvidia, TSMC and AVGO in the trillion-dollar AI-chip club by capitalizing on memory demand for AI servers; Micron supplies high-bandwidth memory (DRAM and NAND) and hyperscalers are scrambling for memory as AI models expand beyond chat tools. With DRAM and NAND prices rising, MU posted solid Q1 2026 revenue and margins, and the total market for high-bandwidth memory could reach $100 billion by 2028. MU trades at a forward P/E near 12 versus peers 30–60, implying upside if it re-rates toward peers, potentially hitting $1 trillion. Street consensus is Strong Buy with a target around $374, but risks include memory-price volatility and competition.

via TipRanks|

#ai-memory #business #dram

technology1 month ago•2 min saved

Micron Quietly Becomes AI's Memory Backbone

Micron Technology is emerging as a cornerstone of the AI boom by supplying DRAM and high-bandwidth memory (HBM) that power AI GPUs; with demand outstripping supply, Micron has booked its entire 2026 HBM output, and is expanding U.S. capacity with Virginia upgrades and new fabs in Idaho and New York, plus a $1.8B LOI to acquire a Taiwanese fabrication site, supported by a modest valuation around 5.5x forward sales and 11x forward earnings.

via The Motley Fool|

#ai-semiconductor-supply #dram #hbm

business1 month ago•3 min saved

US Considers 100% Tariffs on Offshore DRAM, Forcing Domestic Production Push

The United States is weighing a 100% tariff on memory-chip makers that don’t produce in the U.S., potentially targeting DRAM suppliers like Samsung and SK hynix. Micron is already expanding onshore, and the policy aims to bolster Made in USA manufacturing amid AI-driven demand, but could upend global supply and raise prices if enacted, given ongoing DRAM shortages.

via Wccftech|

#business #dram #manufacturing

business1 month ago•2 min saved

Micron inks $1.8B LOI to acquire Tongluo DRAM fab, expands Taiwan footprint

Micron Technology signed an exclusive LOI to acquire PSMC's Tongluo P5 300mm DRAM fab in Miaoli County, Taiwan for $1.8 billion, adding a 300,000-square-foot cleanroom and establishing a long-term post-wafer assembly relationship. The deal is expected to close in Q2 2026, with DRAM production ramp planned in phases and meaningful wafer output anticipated in H2 2027, strengthening Micron's Taiwan operations amid rising demand.

via Micron|

#business #dram #micron

markets1 month ago•18 min saved

Arcuri: Micron's AI-Driven Memory Upswing Has Legs

UBS analyst Timothy Arcuri, after investor meetings, says Micron’s upcycle is durable thanks to AI-driven memory demand, with capacity additions taking a long time and memory shifting from a commodity to a strategic asset. He lifted 2026 and 2027 EPS estimates and raised the price target to $400 (roughly 16% upside) while keeping a Buy rating; overall sentiment among analysts remains bullish, though the average target (~$329) implies some downside risk in the near term.

via TipRanks|

#ai #dram #markets

technology2 months ago•1 min saved

Rising DRAM Costs Boost Laptop SODIMM-to-DIMM Adapter Demand

With rising DRAM costs, gamers are increasingly using SODIMM-to-DIMM adapters to repurpose affordable laptop memory for desktop builds, offering a cost-effective but performance-limited solution.

via TechPowerUp|

#adapters #cost-increase #dram

business2 months ago•2 min saved

AI and Memory Shortages Drive Up Tech Prices, Experts Warn

Apple is well positioned to withstand the upcoming surge in DRAM prices, according to Counterpoint, due to its strategic market position and supply chain management.

via MacRumors|

#apple #business #dram

technology5 months ago•2 min saved

AMD Files Patent for Enhanced DDR5 Memory with Double Bandwidth

AMD has developed a new patent that doubles memory bandwidth by using a high-bandwidth DIMM (HB-DIMM) approach, which integrates additional chips to multiplex and re-time data streams, rather than improving DRAM silicon itself. This technique is especially beneficial for AI and bandwidth-intensive workloads, though it may increase power consumption and cooling needs.

via Wccftech|

#ai #amd #dram

business5 months ago•0 min saved

Micron Stock Soars on Price Target Boosts and AI Data Center Demand

Micron has stopped providing quotes for NAND and DRAM memory chips following a price increase by SanDisk, with expectations of even sharper price rises in the near future.

via digitimes|

#business #dram #micron

business8 months ago•8 min saved

Micron Commits $200 Billion to U.S. Semiconductor Expansion

Micron and the Trump Administration announced a $200 billion plan to expand U.S. semiconductor manufacturing and R&D, including building new fabs in Idaho and New York, modernizing Virginia facilities, and advancing high bandwidth memory capabilities to meet AI-driven demand, creating approximately 90,000 jobs and reinforcing America's leadership in memory technology.

via Micron|

#ai #business #dram

technology1 year ago•1 min saved

Samsung Unveils Industry-Leading 10.7Gbps LPDDR5X DRAM for AI-Optimized Devices

Samsung has developed the industry's fastest LPDDR5X DRAM, offering 10.7Gbps performance, 30% more capacity, and 25% higher power efficiency. This innovation is optimized for AI applications and is expected to expand into various sectors including PCs, accelerators, servers, and automobiles. The LPDDR5X is designed to meet the increasing demand for low-power, high-performance memory in the on-device AI era, with mass production scheduled to begin in the second half of the year.

via Samsung|

#ai-applications #dram #lpddr5x

technology2 years ago•4 min saved

"AI's Impact on AMD Stock and Semiconductor Sector Growth"

Chris Danely, Citi's head of US Semiconductor Research, believes that the AI sector still has room for growth despite concerns of a potential bubble forming. He is bullish on semiconductors and sees memory, specifically DRAM, as the next catalyst for the AI market. Danely's top pick within the sector is Micron. He compares the current AI trend to the expansion of the semiconductor market during the advent of the internet, and while he acknowledges the cyclical nature of semiconductors, he does not see an end in sight for the current AI boom.

via Yahoo Finance|

#ai #dram #micron

technology2 years ago•2 min saved

"Intel's Lunar Lake Chips to Feature Samsung's LPDDR5X Memory Integration"

Intel's upcoming Lunar Lake processors are rumored to integrate Samsung's LPDDR5X DRAM chips, potentially improving performance, reducing space requirements, and enhancing battery life in laptops. This move could position Intel to compete more effectively with Apple and Qualcomm, but it also means that memory cannot be upgraded later. Samsung stands to benefit significantly from this reported deal, although it remains uncertain if they will be the sole supplier of LPDDR5X DRAM chips to Intel. Intel's 7nm Meteor Lake processors have already shown improved power efficiency, and the upcoming Lunar Lake chips, expected to launch by the end of 2024, are anticipated to offer even higher power efficiency gains with onboard DRAM made using Intel's 2nm process.

via SamMobile - Samsung news|

#dram #intel #laptop-processors