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Dram

All articles tagged with #dram

technology15 hours ago•9 min saved

iPhone 18 Pro Max BOM Could Jump About $300 on Memory and 2nm Chip Costs

Counterpoint Research estimates the iPhone 18 Pro Max’s bill of materials could rise by nearly $300 versus the iPhone 17 Pro Max, driven by higher NAND and DRAM costs amid AI memory demand and the switch to a 2nm A20 Pro chip; display and other components may offset some of the increase, while Apple is expected to raise prices on higher-capacity storage models, with the lineup launching in the fall alongside rumors of a foldable iPhone.

via MacRumors|

#component-costs #counterpoint-research #dram

technology1 day ago•3 min saved

Memory costs push iPhone 18 Pro Max BOM higher by nearly $300, Counterpoint says

Counterpoint Research estimates the iPhone 18 Pro Max’s 1TB BOM will jump by nearly $300 due to rising NAND and DRAM costs, with the 2nm SoC packaging as a major driver; display and other parts may fall while camera costs rise slightly with new tech. Apple is expected to raise prices by about $200 on average across storage variants, leading to slimmer margins this year.

via 9to5Mac|

#bill-of-materials #counterpoint-research #dram

technology2 days ago•9 min saved

Apple Tests Chinese DRAM Chips as It Seeks U.S. Clearance

Apple is moving from initial discussions to qualifying memory chips from China’s ChangXin Memory Technologies (CXMT), testing CXMT’s DRAM for potential production use while continuing to lobby Washington for broader approval to source CXMT and YMTC chips; no commercial commitment has been made, but the move could diversify supply and cushion prices amid a tight DRAM market and ongoing U.S.–China tech policy debates.

via MacRumors|

#apple #cxmt #dram

technology6 days ago•4 min saved

UBS hikes memory price forecast as supply tightness stretches into 2027

UBS lifts its DRAM and NAND price forecasts amid ongoing memory-supply constraints, predicting DDR contract prices to rise 32% QoQ in Q3 and 18% QoQ in Q4, with NAND up 30% QoQ in Q3 and 12% QoQ in Q4. TrendForce likewise flags persistent shortages, while UBS notes demand growth outpaces supply (roughly 36% vs about 19% for DRAM in 2027), suggesting higher memory prices could persist and drive substantial industry revenue growth into the late 2020s (with price changes varying by product/brand).

via Wccftech|

#dram #memory-prices #nand

technology7 days ago•15 min saved

AI memory boom keeps Micron in focus as demand spikes

Micron Technology rides a surge in AI-driven memory demand, reporting strong quarterly results and guiding toward about $50 billion in revenue next quarter. Demand spans high-bandwidth memory, DRAM, and NAND, with HBM demand expected to remain tight into 2027–28 as customers lock in capacity. Analysts remain broadly bullish (roughly 29 Buy ratings of 30). The key question for investors is whether Micron can sustain earnings growth to justify its rally, since the memory shortage duration will influence future upside.

via Yahoo Finance|

#ai-memory-demand #dram #hbm

technology7 days ago•3 min saved

Samsung Pushes Memory Prices Higher Again in Q3 Amid Ongoing Chipflation

Samsung is targeting up to a 20% quarter-over-quarter price hike for LPDDR server/mobile memory and commodity DRAM in Q3, following 90% increases in Q1 and 50–60% in Q2, as memory pricing remains tight amid bottlenecks and LTAs. While SK hynix steadies with long‑term AI-focused memory contracts, Samsung’s greater exposure to volatile commodity DRAM keeps its price moves more pronounced. The industry faces limited near‑term relief even as a massive capacity‑expansion plan (~$800 billion over 10 years) unfolds and LPDDR5X prices have climbed since 2025.

via Wccftech|

#dram #lpddr #memory

business7 days ago•16 min saved

Memory-driven Momentum: Micron Tops Space Stocks on AI Demand

Retail investors view Micron Technology (MU) as the superior AI play versus Space SPAC (SPCX), citing soaring demand for memory chips (DRAM, NAND, HBMs) as hyperscalers expand AI data centers. MU faces a medium-term supply constraint (roughly 50–66% of actual demand meetable) but has multi-year take‑or‑pay contracts with major cloud providers. Memory prices are surging (DRAM up 58–63% QoQ, NAND up 70–75%, SSDs up ~80%), with TrendForce Forecasting elevated pricing to persist beyond 2026, supporting MU’s upside despite cyclical risks.

via Yahoo Finance|

#ai #business #dram

news11 days ago•14 min saved

Class Action Alleges RAM Giants Colluded to Inflate DRAM Prices for AI Data Centers

Seventeen plaintiffs filed a California class action accusing Samsung Electronics, SK Hynix, and Micron Technology of colluding to restrict RAM supply and inflate DRAM prices to meet AI data-center demand; the Garciaguirre et al. suit, filed in the Northern District of California, lists three small computer retailers among 17 plaintiffs and cites the firms’ roughly 90% DRAM market share, along with prior 2005 price-fixing indictments against Samsung and Hynix executives.

via Kotaku|

#antitrust #collusion #dram

business11 days ago•4 min saved

Antitrust suit targets DRAM leaders over alleged coordinated market moves

A class-action filed in the Northern District of California accuses Samsung Electronics, SK Hynix and Micron of coordinating exits from DDR3 and DDR4 production and fixing supply and prices in the conventional DRAM market since 2022, arguing this has driven up prices and blocked new entrants; plaintiffs also point to a prior conspiracy from 1998 to 2002 and note that the large capital cost of DRAM fabs makes competition difficult while AI and data-center demand has boosted the trio's hardware deals.

via GamesIndustry.biz|

#antitrust #business #dram

business12 days ago•3 min saved

Apple's Memory Margin Squeeze as CXMT Emerges in AI-Driven Supply Chain

Apple’s once-lucrative memory margins are shrinking as AI-driven hyperscalers tighten the supply chain and CXMT rises as a Chinese memory supplier; the article notes memory costs could jump from about $39 in the past to roughly $196 for future devices (around $145 for DRAM and $51 for flash), helping explain broader price hikes across Macs, iPads, and Vision Pro and suggesting renewed efforts to secure CXMT involvement.

via Wccftech|

#apple #business #cxmt

technology12 days ago•20 min saved

Lenovo: Memory Prices Could Stay Sky-High for Years as Console Prices Jump

Lenovo warned at ISC in Germany that DRAM and NAND memory prices may never return to pre-crisis levels, potentially becoming the new normal into 2030 and beyond; the article also lists global gaming-hardware price hikes, with Xbox Series S up to $500, Series X up to $800, PS5 Digital Edition up to $600 and disc version up to $650 (PS5 Pro $900), and Nintendo Switch 2 priced at $500, alongside price rises for Switch 1 models (Lite $230, base $340, OLED $400).

via VGChartz|

#console-pricing #dram #lenovo

technology12 days ago•2 min saved

US DRAM Makers Hit with Consumer Class Action Over Shortage-Driven Price Hikes

A US consumer class-action accuses Samsung, SK Hynix and Micron of restricting DRAM supply to inflate prices amid persistent shortages. Filed June 25, 2026 in the Northern District of California (case 3:26-cv-06345), the suit alleges anti-competitive behavior and cites past DOJ price-fixing penalties, while noting ongoing production expansions to meet AI-driven demand; the outcome will hinge on antitrust findings and industry responses.

via Wccftech|

#class-action #dram #memory

business13 days ago•3 min saved

Memory Prices to Surge Through 2026, with Relief Expected Only by 2028

Jefferies Equity Research warns memory prices for DRAM/NAND are set to rise through 2026 due to persistent shortages and limited new capacity, forecasting a 40–50% price jump in Q3 2026 and a further 30–40% in Q4, with 2027 YoY increases of 40–45% and only modest relief by 2028 as 15–20% more supply comes online. Long-term contracts with hyperscalers are tightening near-term supply, and Chinese memory firms are not expected to disrupt markets in 2026–27, though expansions could shift the landscape by 2028.

via Wccftech|

#ai-demand #business #dram

markets14 days ago•19 min saved

Micron Sparks Tech Rally on Blowout Earnings and AI Demand

Micron Technology led a tech-stock rally after a strong fiscal third-quarter report and bullish analyst reactions, with the company signaling stronger AI-related DRAM demand and signing 16 strategic customer agreements. MU jumped about 10%, lifting memory peers like Sandisk, Western Digital and Seagate, while SK Hynix surged in Korea on plans for a U.S. listing and Nvidia edged lower in a broadly mixed market where some tech names dragged while others rose.

via Yahoo Finance|

#ai #dram #earnings

business16 days ago•2 min saved

New 2x DRAM ETF bets on Micron’s earnings volatility

A new 2x levered DRAM ETF (RAM) aims to ride Micron’s volatility around its earnings, reflecting Micron’s big weight in semis ETFs and traders’ expectation of a roughly 10% move with high options activity that could amplify market swings.

via CNBC|

#business #dram #leveraged-etfs