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1.
$1 billion of iPhone 18 Pro chips 'on the shelves awaiting packaging' due to DRAM shortages — memory shortages reportedly put a wrinkle in Apple's launch plans (tomshardware.com)
2.
iPhone 18 Pro could have limited availability right after launch: report (9to5mac.com)
3.
Sandisk Optimus GX 7100M 2TB SSD review: The best 2230 drive you can buy for the Steam Deck (tomshardware.com)
4.
Apple's A20 Pro production is going smoothly, except DRAM supply is bottlenecking iPhone assembly (techspot.com)
5.
China's CXMT targets 30% DRAM memory market share by 2030 with sixth mega-fab — future plans bottlenecked by access to advanced chipmaking tools (tomshardware.com)
6.
Three major PC makers now using Chinese memory to fight 'unprecedented memory shortage,' report claims — HP, Asus, and Acer using 'small amounts' of CXMT chips in limited number of notebooks for non-US market (tomshardware.com)
7.
MacBook Air reportedly facing major supply shortages due to AI-driven memory crisis (9to5mac.com)
8.
The Prospects for 128 Bit Processors ( John Mashey SGI 1995) (news.ycombinator.com)
9.
Demystifying DRAM Read Disturbance: RowHammer and RowPress Phenomena (news.ycombinator.com)
10.
AI Slop Melodramas Are Taking Over X—and Their Creators Are Cashing In (wired.com)
11.
Tim Cook says more memory suppliers may not necessarily mean lower product prices (9to5mac.com)
12.
Memory maker SK hynix's profit rises 557% amid global shortage, expansion costs climb to $27 billion — shares slide despite mammoth earnings as expectations outpace reality and global AI selloffs continue (tomshardware.com)
13.
DRAM chip supply to module makers could drop by more than 70% year-on-year in 2027, says Apacer CEO — demand for HBM and server RAM continues to devour manufacturing capacity (tomshardware.com)
14.
SK Hynix second-quarter revenue more than triples — but misses estimates (cnbc.com)
15.
Samsung is making more RAM because Apple needs more RAM (androidauthority.com)
16.
Chinese memory maker CXMT posts blistering 466% leap in Shanghai IPO — bulk of spending to be focused on DRAM production, no HBM in sight (tomshardware.com)
17.
Chipmaker CXMT’s 466% market debut surge makes it the most valuable China-listed company (cnbc.com)
18.
China memory chipmaker CXMT skyrockets 500% in blockbuster Shanghai debut (cnbc.com)
19.
Is Huawei Building Its Own DRAM Fab? (slashdot.org)
20.
Chinese CXMT DRAM doesn't look like the budget savior many were expecting — new modules enter the market, but prices still track the big three (tomshardware.com)
21.
Qualcomm's chip price hikes could make phones, wearables, and laptops even pricier (techspot.com)
22.
AI memory shortage is now increasing the price of cars — GM warns of vast cost increases, BYD hikes driver assistance prices 20% (tomshardware.com)
23.
FedRAMP Rev5 Is Ending: What the 20x Transition Really Requires (bleepingcomputer.com)
24.
Adata chairman says DRAM shortage will last another 10 years — dismisses AI bubble talk until '2040 or 2050' (tomshardware.com)
25.
NAND shortages could finally ease in 2027, but ADATA warns the DRAM crisis may last another 10 years (techspot.com)
26.
Lawmakers want US government to ban memory chips from China, even in allied supply chains — citing 'unacceptable risk' to national, economic, and supply chain security (tomshardware.com)
27.
Chinese memory maker CXMT's output has grown from 40,000 to 720,000 wafers in a few years, and it's closing in on Micron (techspot.com)
28.
CXMT close to matching Micron's memory capacity in 2026, research claims — would put China on track to become world's second-largest DRAM producer (tomshardware.com)
29.
Nanya to quadruple capital spending to $6.2 billion in 2027 as DRAM prices push gross margin to 79.5% — Q2 revenue skyrockets as ASPs for memory continue to surge (tomshardware.com)
30.
Researchers turn HBM on its side to tackle AI memory’s heat wall — Korean V-Die and Japanese MOSAIC designs promise higher bandwidth, denser stacks, and cooler future GPUs (tomshardware.com)
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