Memory
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Google Confirms Pixel 11 Price Increase as RAM Costs Surge Sixfold
Google says the entire Pixel lineup will see price "adjustments" after RAM costs jumped sixfold, with specifics due August 12.
Kioxia and SanDisk Begin Sampling 332-Layer BiCS10 NAND, Claiming a 59 Percent Bit-Density Gain for AI Data-Center SSDs
The flash-memory partners started sampling their 10th-generation 3D NAND on July 3, targeting enterprise SSDs, with mass production reportedly slated for 2027.
XCENA Raises $135 Million Series B for CXL Computational Memory Packing Thousands of RISC-V Cores Beside DRAM
South Korean startup XCENA raised a $135M Series B at a $570M valuation for its MX1 CXL memory device, betting AI's real bottleneck is memory, not compute.
Micron's 9650 Becomes the First PCIe Gen6 Data Center SSD to Reach Mass Production, Hitting 28 GB/s Reads and 5.5 Million IOPS
Micron's 9650 NVMe SSD has entered mass production as the first PCIe Gen6 data center drive to ship at scale, with up to 28 GB/s reads and 5.5 million random read IOPS.
Tim Cook Calls Apple Price Increases 'Unavoidable' as a Memory Shortage Pushes iPhone 18 Pro Costs Higher
Cook told the WSJ that AI-driven memory shortages make price hikes unavoidable. TechInsights estimates the iPhone 18 Pro needs a $270 increase to hold margins.
SK hynix Ships 12-Layer HBM4E Samples Ahead of Schedule at 16 Gbps, Tightening the AI Memory Race With Samsung
SK hynix shipped 12-high HBM4E samples on June 18, months ahead of its own second-half timeline, three weeks after Samsung's May 29 shipment.
Samsung Unveils First HBM5 Mockup at Computex 2026, Putting Thermal Management at the Center of the Next AI Memory Race
At Computex 2026, Samsung showed its first HBM5 mockup with a 2nm base die and Heat Path Block cooling, with mass production not expected before 2028.
Micron and SK Hynix Join Samsung in the Trillion-Dollar Club as AI Memory Supercycle Reshapes Semiconductor Valuations
All three major memory chipmakers crossed $1 trillion in market cap within weeks as AI demand, sold-out HBM4 capacity, and a landmark UBS upgrade triggered a historic valuation surge.
SK Hynix Quintuples Q1 Operating Profit to a Record $25.4 Billion as AI Memory Demand Pushes the Industry Into a New Margin Regime
South Korean memory giant reported 37.6 trillion won in operating profit on 52.6 trillion won in revenue, a 405% year-over-year jump and the highest operating margin in its history at 72%, as HBM and high-density server DRAM rode an AI-driven demand wave.
SK Hynix and SanDisk Launch Global Standardization of High Bandwidth Flash, a NAND-Based Alternative to HBM for AI Inference
The two companies held a formal kick-off event in Milpitas, California, advancing HBF as a new memory tier that promises 8-16x higher capacity than HBM at comparable cost, with first samples expected in the second half of 2026 and inference devices arriving in early 2027.
Samsung Pursues Multi-Year Memory Deals With Google and Microsoft as Big Tech Races to Lock In AI Chip Supply
Samsung Electronics is negotiating three-to-five-year memory supply agreements with Google and Microsoft that could include more than 10 billion dollars in prepayments, as hyperscalers move to secure chip capacity amid a structural AI-driven shortage.
HBM4 Enters Mass Production as All Three Memory Giants Race to Supply NVIDIA's Vera Rubin
Samsung, SK Hynix, and Micron have all confirmed high-volume HBM4 production for NVIDIA's Vera Rubin platform at GTC 2026, with 12-layer stacks delivering 2.8 TB/s bandwidth and 16-layer samples already shipping to customers.