The mobile DRAM market is showing no sign of retrenchment as the wider industry stares at a ~100 percent quarter-over-quarter (QoQ) price increase in Q2 2026, building upon the 58 percent - 63 percent QoQ price growth for LPDDR5X in Q1. The mobile DRAM market shows no sign of cooling off, as Long-Term Agreements (LTAs) entrench price hikes SemiAnalysis reported just a few days back that LPDDR5 contract prices were recently hovering at around $10/GB after undergoing a 3x increase since Q1 2025. What's more, the firm expected this trend of price hikes to continue well into 2027. While DRAM […]

Read full article at https://wccftech.com/mobile-dram-prices-expected-to-increase-by-100-quarter-over-quarter-as-long-term-agreements-now-getting-signed-at-prices-as-high-as-21-gb/

DDR6 memory development is in full swing with major DRAM makers including Samsung, SK Hynix & Micron all racing towards completion to meet growing AI demands. The Next Chapter of DRAM Just Kicked off With Samsung, SK Hynix & Micron All In The Race To Complete DDR6 Development & Deployment By 2028-2029 As AI continues to demand speedier and higher-capacity memory, DRAM makers are now initiating the development plan for next-gen standards. Last year, JEDEC announced the LPDDR6 standard, bringing improved performance and efficiency versus LPDDR5. LPDDR memory has already become the favorite of the AI industry, offering faster speeds, […]

Read full article at https://wccftech.com/ddr6-memory-development-kicks-off-samsung-sk-hynix-micron-race-to-commercialization-by-2028-2029/

In an era of unprecedented memory-led chaos in the global smartphone sphere, Apple lobbed nothing short of a bombshell during its earnings call this week, declaring that TSMC's advanced node capacity - not memory - was the main bottleneck for its products. Think about this. As per conservative estimates, Apple's iPhones are all set to consume 2.4 exabytes of memory this year! And yet, the Cupertino tech giant declares it is not memory-constrained, while seemingly capping the prices of its products. This declaration is nothing short of a gauntlet for Chinese OEMs: Apple is coming after your market share! Apple's […]

Read full article at https://wccftech.com/apple-quietly-scoops-up-any-available-lpddr5-supply-while-freezing-iphone-prices-pushing-chinese-oems-to-kill-their-ultra-flagships/

CPUs or GPUs, but require lots of memory for running Agentic AI, and this demand is spiraling to unseen levels as DRAM constraints persist. CPUs Running Agentic AI Will Be Equipped With Up to 400 GB of Memory, Further Crushing The DRAM Supply Chain Memory makers are earning big profits but are also unable to meet the demand. We have seen reports on how major manufacturers are rapidly expanding their production facilities, but these are yet to become operational, and Samsung itself has stated that 2027 will be worse for the DRAM industry than 2026, so it's looking like a […]

Read full article at https://wccftech.com/agentic-ai-pushes-cpus-to-pack-400-gb-of-memory-4x-more-than-today/

Samsung expects the memory shortage to get worse in 2027 The global memory crisis has seen Samsung’s memory profits soar. The company has seen its profits jump by almost 50X, from 1.1 trillion won to 53.7 billion won. For 2027, Samsung expects worsening conditions for the memory market, which is great news for them and […]

The post Samsung expects the memory crisis to get worse in 2027 appeared first on OC3D.