memory chips
30 articles about memory chips in AI news
Apple Asks Trump to OK Chinese Memory Chips; Micron Warns of Industry Collapse
Apple asked Trump to approve Chinese memory chips; Micron warns it could destroy US industry. Prices quadrupled, margins exceed 80%.
China's Memory Chip Price War: How CXMT's Aggressive Pricing Strategy Is Reshaping Global AI Hardware Economics
Chinese semiconductor manufacturer CXMT is selling DDR4 memory chips at nearly half the global market rate, creating a significant price disruption even as worldwide DRAM prices surge 23.7% monthly. This aggressive pricing strategy could dramatically lower costs for AI infrastructure and computing hardware.
Google, Marvell in Talks to Co-Develop New AI Chips, Including TPU-Optimized MPU
Google is reportedly in talks with Marvell Technology to co-develop two new AI chips: a memory processing unit (MPU) to pair with TPUs and a new, optimized TPU. This move is a direct effort to bolster Google's custom silicon stack and compete with Nvidia's dominance.
US Allows ZTE to Buy Nvidia H200 AI Chips, Joining Alibaba, Tencent
US authorized ZTE to buy Nvidia H200 AI chips, joining Alibaba, Tencent, ByteDance in accessing Hopper architecture under targeted export controls.
Nvidia Vera Rubin Rack Costs $7.8M; Memory Drives Price
Nvidia's Vera Rubin rack costs $7.8M with memory as key cost driver; Kyber rack delayed to 2028.
Google’s Virgo network interconnects 134K TPUv8t chips at 47 Pbps
Google's Virgo network interconnects 134,400 TPUv8t chips at 47 Pbps, targeting large-scale training clusters.
Huawei Hits 1.5µm Bond Pitch in Kirin 2026 Chips, Beats TSMC
Huawei's 2026 Kirin chips achieve 1.5µm hybrid bonding pitch, 16-36x denser than TSMC. Next year targets 1µm.
Google TPU 'Broadfly' Topology Scales Pod to 1,152 Chips
Google unveiled a Broadfly TPU topology at Cloud Next, scaling pods to 1,152 chips — 4.5x larger than Ironwood — with max 7 hops. This inference-first design challenges NVIDIA's NVLink on scale and latency.
Roundhill Memory ETF (DRAM) Surges 90% in 36 Days, Fastest ETF Ever
Roundhill Memory ETF surged 90% since April 2, hitting $6.5B assets in 36 days—fastest ETF ever—driven by AI demand for DRAM.
Google's Virgo Network Links 134,000 TPU v8 Chips with 47 Pbps Fabric
Google unveiled its Virgo networking stack for TPU v8, capable of linking 134,000 chips in a single fabric with 47 petabits/sec of bi-sectional bandwidth. This represents a massive scale-up in interconnect technology for large-scale AI model training.
Nvidia to Ship 1.19 Exabytes of HBM in 2026, Apple iPhone Memory 2x Larger
An analysis projects Nvidia will ship ~1.19 exabytes of HBM memory in 2026 for AI infrastructure, while Apple will ship ~2.4 exabytes of LPDDR5 for iPhones, putting AI's massive hardware scale in consumer market perspective.
Canada's AI Compute Gap: Google Cloud Montreal Offers 2017-Era Chips
A technical developer's attempt to rent modern AI compute in Canada revealed a stark infrastructure gap, with major providers offering chips as old as 2017, undermining national AI ambitions.
TurboQuant Ported to Apple MLX, Claims 75% Memory Reduction with Minimal Performance Loss
Developer Prince Canuma has successfully ported the TurboQuant quantization method to Apple's MLX framework, reporting a 75% reduction in memory usage with nearly no performance degradation for on-device AI models.
Google's TurboQuant AI Research Report Sparks Sell-Off in Micron, Samsung, and SK Hynix Memory Stocks
Google's TurboQuant research blog publication triggered immediate market reaction, with shares of major memory manufacturers dropping 2-4% as investors anticipate AI-driven efficiency gains reducing future memory demand.
Memory Market Squeeze Threatens iPhone Price Hikes as AI Demands Strain Supply
A global RAM shortage and price increases could force Apple to raise iPhone prices by up to $250, according to industry analysis. The tech giant is reportedly unwilling to absorb the cost, passing it directly to consumers amid surging memory demands from AI applications.
AI's Insatiable Appetite: Nvidia's Rubin Chip Demands 288GB Memory, Sparking Global Shortage Crisis
Nvidia's upcoming Rubin AI chip requires 288GB of RAM—800% more than top desktop computers—creating unprecedented memory demand. Massive purchases by OpenAI and Alphabet have depleted supply, driving DDR4 prices up 2352% and causing a global memory chip shortage.
AI Gold Rush Strains Apple Hardware: High-Memory Macs Sell Out as Local AI Agents Go Mainstream
A surge in demand for local AI development has created severe inventory shortages for high-memory Apple hardware. Mac Studio orders with 128GB or 512GB RAM face 6+ week delays as consumers buy up every available unit to run powerful AI agents like OpenClaw.
Meituan Open-Sources 1.6T-Parameter LongCat-2.0 Trained on Domestic Chips
Meituan open-sourced 1.6T-parameter LongCat-2.0 trained on 50,000 domestic ASICs, claiming China's first full-process domestic-chip trillion-parameter model.
Memory Supply Squeeze Hits Non-AI Sectors as DRAM Prices Double
DRAM prices surged 93-98% QoQ in Q1 2026 as AI data centers consume fab capacity, nine industry groups warned the Trump administration on June 3, threatening supply for automotive, telecom, and medical devices.
Apple's Neural Engine Jailbroken: Researchers Unlock Full Training Capabilities on M-Series Chips
Security researchers have reverse-engineered Apple's Neural Engine, bypassing private APIs to enable full neural network training directly on ANE hardware. This breakthrough unlocks 15.8 TFLOPS of compute previously restricted to inference-only operations across all M-series devices.
Nvidia Vera Rubin Shifts AI Strategy Beyond Raw GPU Speed
Nvidia's Vera Rubin architecture pivots from raw GPU FLOPS to system-level AI infrastructure, targeting memory bandwidth and interconnect bottlenecks that constrain large-scale model training.
Dongfang Suanxin Claims 14nm HBM-Free Chip Beats H200 Bandwidth
China's Dongfang Suanxin claims a 14nm HBM-free AI chip beats Nvidia H200 memory bandwidth, challenging US export controls.
Qualcomm Taps TSMC for 3nm/2nm Dragonfly C100 CPUs, AI300 Accelerators
TSMC to fab Qualcomm's Dragonfly C100 and AI300 chips on 3nm/2nm nodes. The move challenges NVIDIA in data center AI, but timelines and performance remain undisclosed.
Cerebras Claims Performance Parity With Nvidia H100 on AI Training
Cerebras claims wafer-scale chips match Nvidia H100 on AI training performance per watt, challenging Nvidia's dominance.
Cerebras Reengineers Mechanical Playbook for Wafer-Scale Chip Cooling
Cerebras disclosed three mechanical innovations—vertical power delivery, flexible interposers, and direct-impingement cooling—to prevent wafer-scale chips from cracking, rewriting engineering fundamentals.
Dell Ships First Nvidia Vera Rubin NVL72 Rack to CoreWeave
Dell delivered the first Nvidia Vera Rubin NVL72 rack to CoreWeave. Each rack packs 72 Rubin GPUs, 36 Vera CPUs, 3.6 exaFLOPS FP4 inference, 75 TB memory, and 260 TB/s NVLink bandwidth.
Google Splits TPU Line: 8t for Training, 8i for Inference
At Cloud Next 2026, Google introduced two new AI chips — TPU 8t for training and TPU 8i for inference — splitting its custom silicon for the first time. OpenAI, Anthropic, and Meta are buying multi-gigawatt TPU capacity, signaling a crack in NVIDIA's 81% market share.
Nvidia B200 Costs $6,400 to Produce, Gross Margin Hits 82%
Epoch AI estimates Nvidia's B200 GPU costs $5,700–$7,300 to produce, with HBM memory and advanced packaging accounting for two-thirds of the cost. At a $30k–$40k sale price, chip-level gross margins reach ~82%, though rack-scale margins may be lower.
Google Cloud Next '26: 8th-gen TPUs, agent platform, $750M fund
At Cloud Next 2026, Google unveiled two 8th-gen TPU chips, a Gemini-based enterprise AI agent platform, and a $750 million partner fund to drive secure, large-scale automation and heavy AI workloads.
Mac Studio AI Hardware Shortage Signals Shift to Cloud Rentals
Developers report a global shortage of high-memory Apple Silicon Macs, with 128GB Mac Studios unavailable worldwide. This pushes practitioners toward renting cloud H100 GPUs at ~$3/hr, marking a shift from the recent local AI trend.