Apple's 512GB Mac Studio is coming in late October 2026. Here's what to know about its M5 Ultra chip, AI capabilities, pricing, and availability.
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Microsoft says Windows 11 is getting faster and more memory-efficient, but will PCs with 8GB RAM benefit? Here's what users should know about the changes.
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Over the past week, the laptop Microsoft sent me has been summarizing books and movies, generating images from my imagination, and running a 70-billion-parameter AI model that would be a stretch to fit on most laptops. It also played AAA games at a speed and fidelity I would have thought impossible on an ARM system just a year ago. Microsoft wants to sell you one computer for all of your needs, and for once that doesn't feel like total marketing fluff. Mostly.
Microsoft is throwing both arms around the new Nvidia RTX Spark platform with the Surface Laptop Ultra—and setting its sights on the would-be MacBook Pro buyer, or as the company called it, "a high performance audience." The bet is that rather than a gaming desktop for fun and a development laptop for work, buyers will pay more for one machine that does both.
The Surface Laptop Ultra arrives at a strange time in personal computing. Recent industry numbers showed a 20 percent drop in total PC shipments year over year in the third quarter of 2026. That's not just consumer purchasing either—that's across the board. Between the RAMpocalypse that has exploded consumer prices and an industry fixated on enterprise money, there hasn't been much new hardware to excite PC enthusiasts.
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PC prices could stay high through 2027 as IDC forecasts an 18.3% increase in average selling prices. Here's what PC buyers and IT teams should know.
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Apple reportedly cut iPhone 18 Pro component orders by up to 20% as demand softened. Here’s what higher prices and supplier cuts mean for buyers.
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Samsung expects a nearly ninefold profit increase as AI memory demand drives chip prices higher, putting pressure on enterprise hardware budgets.
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Google’s Pixel 10a now starts at $599 after a $100 US price increase. Learn what rising smartphone costs mean for buyers and business phone budgets.
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Micron warns memory and storage supply will remain tight through 2028 as AI demand absorbs capacity, putting pressure on PC and server costs.
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Apple raised prices on older iPhones by $100 after its latest launch, changing the usual strategy for buyers waiting for previous models to get cheaper.
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Claude now shares memory across Chat and Cowork. Here’s how to pause, reset, or limit what Claude remembers and what controls users still lack.
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Apple’s new Mac Studio pairs M5 Max and M5 Ultra chips with up to 512GB of unified memory, targeting demanding local AI and creative workloads.
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Our leading hypothesis for how our memories are stored is that when you learn something, the connections among neurons involved get stronger and physically larger, and that constitutes the memory. The trouble is that these connections significantly change over time—they’re plastic.
“If you compare the arrangement of these connections on day one with the same on day four or five, it's very, very different," says Kazumasa Tanaka, a neuroscientist at the Okinawa Institute of Science and Technology Graduate University in Japan. To learn how a memory that can last for years can sit on hardware that shifts every few days, Tanaka’s team made the shift a bit more dramatic. In a recent Science study, they induced a hibernation-like state in mice, which basically erased the state of more than half of their synapses. And yet the mice apparently have kept their memories.
Hibernation is a specialty of squirrels, hamsters, and bears, but the neural circuit that triggers it is conserved across mammals, and is present in species that never hibernate in the wild—like mice. In June 2020, a team of researchers led by Takeshi Sakurai, a neuroscientist at the University of Tsukuba and a collaborator on Tanaka’s study, developed a technique to artificially activate this hibernation circuit. This can be done by activating a population called Q neurons in a region of the hypothalamus.
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SK hynix approved about $38.1 billion for two memory fabs, but new HBM and NAND capacity may not ease AI-driven supply pressure until 2029.
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Apple is reportedly racing to secure DRAM for the iPhone 18 Pro and foldable iPhone as a memory shortage threatens to tighten launch supply.
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MacBook Air delays are turning Apple’s everyday laptop into a planning issue for buyers counting on quick delivery.
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Microsoft is optimizing Windows 11 for PCs with 8GB of RAM, but buyers should still weigh workload limits before choosing lower-memory hardware.
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A fruit fly hunting a piece of rotting fruit or a mate navigates by smell, following plumes of odor. Out in the wild, turbulent air swirls these plumes into a chaotic, broken landscape—dense chemical filaments laced through long stretches of clean air. A fly trying to find the source gets the smell in stutters, from constantly shifting directions, with no guarantee that a next whiff is coming at all.
Scientist had little idea of how fruit flies manage this chaotic signal with a brain the size of a pinhead. For a long time, biologists stood by the “surge and cast” model, which posited that insects solved this with hardwired reflexes. The idea was that, when a fly registers the plume with olfactory neurons in its antennae, it simply flies upwind until it’s gone and then flies side to side attempting to catch it again. But now a team led by Vanessa Ruta, a neuroscientist at the Rockefeller University, has shown that fruit flies do something far more advanced.
The trouble with the traditional surge and cast model is that it struggles to explain how an insect tracks a meandering plume across long distances. Chemical cues floating in the air in the natural environment are often sparse and unreliable. But those same features make the mechanism behind olfactory navigation notoriously difficult to test. "Odors are invisible," Ruta says, "and often they're carried along by turbulent airflow." We’ve got no way of knowing what the animal is smelling from one moment to the next.
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Qualcomm will raise processor prices for products shipped after September 1, adding new cost pressure for Android phone makers and future devices.
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Apple saw an excellent and better-than-anticipated Q3 2026 in terms of iPhone sales, but its revenue for services—like Apple TV, Apple Music, AppleCare, or iCloud—slipped downward, disappointing experts who were hoping for more. Further, fears about memory prices and supply constraints slightly soured reception to what could have otherwise been a slightly positive but business-as-usual quarter.
That's the key takeaway from the company's Q3 2026 earnings call today.
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Chinese memory chip maker CXMT briefly became China's most valuable company after its Shanghai IPO, highlighting surging investor demand for AI memory chips.
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Google says rising memory costs will increase Pixel 11 prices as AI-driven demand reshapes the smartphone supply chain.
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Apple is reportedly testing a MacBook Neo with an A19 Pro chip and 12GB of unified memory, but its advanced AI eligibility remains unconfirmed.
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Counterpoint says rising AI memory demand helped drive smartphone shipments to their weakest second quarter since 2013 as DRAM and NAND costs climbed.
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Apple reportedly cut some base iPhone 17 production lines as memory costs rise, raising questions about pricing and upgrade timing for buyers.
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Rising DRAM and NAND prices are forcing Android phone makers to cut specs, raise prices, and rethink budget smartphones, according to Omdia.
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South Korea’s government and top tech companies are committing $1 trillion to several flagship megaprojects that could bolster global memory chip supply, build new AI data centers, and spur commercial deployment of humanoid robots by 2028.
The announcement comes as South Korean companies such as Samsung and SK Hynix have enjoyed record profits and stock valuations due to the AI industry’s demand for memory chips—with the subsequent supply strain leading to memory chip shortages and higher prices for consumer electronics. Meanwhile, Hyundai Motor Company is racing to mass-manufacture humanoid robots developed by its subsidiary, Boston Dynamics, so that the robotic workers can start taking over certain laborious tasks in automotive factories and other workplaces.
“We must secure the core elements of AI faster than any other country,” said South Korean President Lee Jae Myung in a televised speech on June 29, as reported by BBC News and other media outlets. “Semiconductors, physical AI, and AI data centers are the triple axis for a great leap forward."
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Apple’s reported Mac Studio memory limits could change how developers and IT teams evaluate the desktop for local AI workloads.
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Microsoft is raising Xbox console prices again, citing higher memory and storage costs as the Xbox Series X rises to $800 in the US.
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A decade ago, AMD added a protection to its high-end CPUs to protect them against cold boot attacks and other types of physical exploits that siphon sensitive data out of the connected memory chips. Short for Transparent Secure Memory Encryption, TSME encrypts the entire contents stored in memory, making the data useless to physical attackers.
Over time, AMD added TSME to lower-end processors, including the consumer version of its Ryzen chips, a CPU that costs less than the Pro version. Over the years, users of these lower-end chips have gotten used to the added security. Recently and without warning or notice, this lower-end line of AMD chips suddenly dropped the protection, and did so in a way that was impossible to detect on Windows machines and required a fair amount of technical work when using Linux.
AMD has yet to say why TSME worked on these CPUs, or even to confirm the change. AMD declined to answer questions sent by email other than to say TSME "is a security feature only applied to PRO CPUs as part of AMD PRO Technologies." The statement is the first known time the chipmaker has explicitly made this restriction public.
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These hidden Google Chrome features can organize tabs, reduce distractions, improve accessibility, save memory, and make browsing faster.
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SK Hynix crossed a $1 trillion valuation as AI data center demand drives memory chip prices higher and reshapes the semiconductor market.
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Apple reportedly removed several high-memory Mac Studio and Mac mini options as AI demand and memory shortages strain desktop Mac supply.
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Apple may keep iPhone 18 Pro starting prices steady despite rising memory costs, but storage upgrades and a foldable model could cost more.
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Apple’s Mac Studio 2026 may be delayed due to supply chain issues and memory shortages, with reports pointing to a later-than-expected release timeline.
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Google patches 21 Chrome vulnerabilities, including an actively exploited zero-day flaw that could enable code execution and full device compromise.
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Over 500,000 users have seen a 70% memory boost with this gamified app built around ancient recall techniques.
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G.Skill on Tuesday introduced its ultra-low-latency DDR5-6400 memory modules that feature a CAS latency of 30 clocks, which appears to be the industry's most aggressive timings yet for DDR5-6400 sticks. The modules will be available for both AMD and Intel CPU-based systems.
With every new generation of DDR memory comes an increase in data transfer rates and an extension of relative latencies. While for the vast majority of applications, the increased bandwidth offsets the performance impact of higher timings, there are applications that favor low latencies. However, shrinking latencies is sometimes harder than increasing data transfer rates, which is why low-latency modules are rare.
Nonetheless, G.Skill has apparently managed to cherry-pick enough DDR5 memory chips and build appropriate printed circuit boards to produce DDR5-6400 modules with CL30 timings, which are substantially lower than the CL46 timings recommended by JEDEC for this speed bin. This means that while JEDEC-standard modules have an absolute latency of 14.375 ns, G.Skill's modules can boast a latency of just 9.375 ns – an approximately 35% decrease.
G.Skill's DDR5-6400 CL30 39-39-102 modules have a capacity of 16 GB and will be available in 32 GB dual-channel kits, though the company does not disclose voltages, which are likely considerably higher than those standardized by JEDEC.
The company plans to make its DDR5-6400 modules available both for AMD systems with EXPO profiles (Trident Z5 Neo RGB and Trident Z5 Royal Neo) and for Intel-powered PCs with XMP 3.0 profiles (Trident Z5 RGB and Trident Z5 Royal). For AMD AM5 systems that have a practical limitation of 6000 MT/s – 6400 MT/s for DDR5 memory (as this is roughly as fast as AMD's Infinity Fabric can operate at with a 1:1 ratio), the new modules will be particularly beneficial for AMD's Ryzen 7000 and Ryzen 9000-series processors.
G.Skill notes that since its modules are non-standard, they will not work with all systems but will operate on high-end motherboards with properly cooled CPUs.
The new ultra-low-latency memory kits will be available worldwide from G.Skill's partners starting in late August 2024. The company did not disclose the pricing of these modules, but since we are talking about premium products that boast unique specifications, they are likely to be priced accordingly.
Samsung is announcing today that it has begun mass production of 12 GB and 16 GB LPDDR5X modules in the industry's thinnest package. Samsung's shrunken memory packages measure approximately 0.65 mm in thickness, making them 0.06 mm (~9%) thinner than standard LPDDR5X packages. The company expects the new DRAM devices to be used to make for thinner smartphones, or improve their performance by enabling better airflow inside.
According to the company's press release, Samsung achieved this ultra-thin design by employing new packaging methods, such as optimized printed circuit boards (PCBs) and epoxy molding compound (EMC). Additionally, an optimized back-lapping process was used to further reduce the height of the packages. The newly developed DRAM packages are not only thinner by 9% compared to previous models but also offer a 21.2% improvement in heat resistance.
Thinner LPDDR5X packaging help enhance airflow within smartphones, significantly improving thermal management, which means higher performance and longer battery life. Also, better thermal management help to prolong device's lifespan.
"Samsung's LPDDR5X DRAM sets a new standard for high-performance on-device AI solutions, offering not only superior LPDDR performance but also advanced thermal management in an ultra-compact package," said YongCheol Bae, Executive Vice President of Memory Product Planning at Samsung Electronics. "We are committed to continuous innovation through close collaboration with our customers, delivering solutions that meet the future needs of the low-power DRAM market."
While Samsung's thinner LPDDR5X DRAM packages contribute to making smartphones slimmer, they are just one part of the overall design strategy. Other components, such as thinner protective glass, PCBs, and batteries, play considerably more significant roles in reducing device thickness. Meanwhile, the primary benefit of these new memory modules may be in improving airflow inside smartphones.
Samsung is looking to further expand its LPDDR5X product lineups by developing even more compact packages, including 6-layer 24 GB and 8-layer 32 GB modules. Specific details about the thickness of these future memory modules have not yet been disclosed, though making high-capacity DRAMs thinner in general is an important thing.
Following a relative lull in the desktop memory industry in the previous decade, the past few years have seen a flurry of new memory standards and form factors enter development. Joining the traditional DIMM/SO-DIMM form factors, we've seen the introduction of space-efficient DDR5 CAMM2s, their LPDDR5-based counterpart the LPCAMM2, and the high-clockspeed optimized CUDIMM. But JEDEC, the industry organization behind these efforts, is not done there. In a press release sent out at the start of the week, the group announced that it is working on standards for DDR5 Multiplexed Rank DIMMs (MRDIMM) for servers, as well as an updated LPCAMM standard to go with next-generation LPDDR6 memory.
Just last week Micron introduced the industry's first DDR5 MRDIMMs, which are timed to launch alongside Intel's Xeon 6 server platforms. But while Intel and its partners are moving full steam ahead on MRDIMMs, the MRDIMM specification has not been fully ratified by JEDEC itself. All told, it's not unusual to see Intel pushing the envelope here on new memory technologies (the company is big enough to bootstrap its own ecosystem). But as MRDIMMs are ultimately meant to be more than just a tool for Intel, a proper industry standard is still needed – even if that takes a bit longer.
Under the hood, MRDIMMs continue to use DDR5 components, form-factor, pinout, SPD, power management ICs (PMICs), and thermal sensors. The major change with the technology is the introduction of multiplexing, which combines multiple data signals over a single channel. The MRDIMM standard also adds RCD/DB logic in a bid to boost performance, increase capacity of memory modules up to 256 GB (for now), shrink latencies, and reduce power consumption of high-end memory subsystems. And, perhaps key to MRDIMM adoption, the standard is being implemented as a backwards-compatible extension to traditional DDR5 RDIMMs, meaning that MRDIMM-capable servers can use either RDIMMs or MRDIMMs, depending on how the operator opts to configure the system.
The MRDIMM standard aims to double the peak bandwidth to 12.8 Gbps, increasing pin speed and supporting more than two ranks. Additionally, a "Tall MRDIMM" form factor is in the works (and pictured above), which is designed to allow for higher capacity DIMMs by providing more area for laying down memory chips. Currently, ultra high capacity DIMMs require using expensive, multi-layer DRAM packages that use through-silicon vias (3DS packaging) to attach the individual DRAM dies; a Tall MRDIMM, on the other hand, can just use a larger number of commodity DRAM chips. Overall, the Tall MRDIMM form factor enables twice the number of DRAM single-die packages on the DIMM.
Meanwhile, this week's announcement from JEDEC offers the first significant insight into what to expect from LPDDR6 CAMMs. And despite LPDDR5 CAMMs having barely made it out the door, some significant shifts with LPDDR6 itself means that JEDEC will need to make some major changes to the CAMM standard to accommodate the newer memory type.
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JEDEC Presentation: The CAMM2 Journey and Future Potential
Besides the higher memory clockspeeds allowed by LPDDR6 – JEDEC is targeting data transfer rates of 14.4 GT/s and higher – the new memory form-factor will also incorporate an altogether new connector array. This is to accommodate LPDDR6's wider memory bus, which sees the channel width of an individual memory chip grow from 16-bits wide to 24-bits wide. As a result, the current LPCAMM design, which is intended to match the PC standard of a cumulative 128-bit (16x8) design needs to be reconfigured to match LPDDR6's alterations.
Ultimately, JEDEC is targeting a 24-bit subhannel/48-bit channel design, which will result in a 192-bit wide LPCAMM. While the LPCAMM connector itself is set to grow from 14 rows of pins to possibly as high as 20. New memory technologies typically require new DIMMs to begin with, so it's important to clarify that this is not unexpected, but at the end of the day it means that the LPCAMM will be undergoing a bigger generational change than what we usually see.
JEDEC is not saying at this time when they expect either memory module standard to be completed. But with MRDIMMs already shipping for Intel systems – and similar AMD server parts due a bit later this year – the formal version of that standard should be right around the corner. Meanwhile, LPDDR6 CAMMs will be a bit farther out, particularly as the memory standard itself is still under development.
Samsung has successfully validated its new LPDDR5X-10700 memory with MediaTek's upcoming Dimensity platform. At present, 10.7 GT/s is the highest performing speed grade of LPDDR5X DRAM slated to be released this year, so the upcoming Dimensity 9400 system-on-chip will get the highest memory bandwidth available for a mobile application processor.
The verification process involved Samsung's 16 GB LPDDR5X package and MediaTek's soon-to-be-announced Dimensity 9400 SoC for high-end 5G smartphones. Usage of LPDDR5X-10700 provides a memory bandwidth of 85.6 GB/second over a 64-bit interface, which will be available for bandwidth-hungry applications like graphics and generative AI.
"Working together with Samsung Electronics has made it possible for MediaTek's next-generation Dimensity chipset to become the world's first to be validated at LPDDR5X operating speeds up to 10.7Gbps, enabling upcoming devices to deliver AI functionality and mobile performance at a level we have never seen before," said JC Hsu, Corporate Senior Vice President at MediaTek. "This updated architecture will make it easier for developers and users to leverage more AI capabilities and take advantage of more features with less impact on battery life."
Samsung's LPDDR5X 10.7 GT/s memory in made on the company's 12nm-class DRAM process technology and is said to provide a more than 25% improvement in power efficiency over previous-generation LPDDR5X, in addition to extra performance. This will positively affect improved user experience, including enhanced on-device AI capabilities, such as faster voice-to-text conversion, and better quality graphics.
Overall, the two companies completed this process in just three months. Though it remains to be seen when smartphones based on the Dimensity 9400 application processor and LPDDR5X memory are set to be available on the market, as MediaTek has not yet even formally announced the SoC itself.
"Through our strategic cooperation with MediaTek, Samsung has verified the industry's fastest LPDDR5X DRAM that is poised to lead the AI smartphone market," said YongCheol Bae, Executive Vice President of Memory Product Planning at Samsung Electronics. "Samsung will continue to innovate through active collaboration with customers and provide optimum solutions for the on-device AI era."
The compute market has always been hungry for memory bandwidth, particularly for high-performance applications in servers and datacenters. In recent years, the explosion in core counts per socket has further accentuated this need. Despite progress in DDR speeds, the available bandwidth per core has unfortunately not seen a corresponding scaling.
The stakeholders in the industry have been attempting to address this by building additional technology on top of existing widely-adopted memory standards. With DDR5, there are currently two technologies attempting to increase the peak bandwidth beyond the official speeds. In late 2022, SK hynix introduced MCR-DIMMs meant for operating with specific Intel server platforms. On the other hand, JEDEC - the standards-setting body - also developed specifications for MR-DIMMs with a similar approach. Both of them build upon existing DDR5 technologies by attempting to combine multiple ranks to improve peak bandwidth and latency.
The MR-DIMM standard is conceptually simple - there are multiple ranks of memory modules operating at standard DDR5 speeds with a data buffer in front. The buffer operates at 2x the speed on the host interface side, allowing for essentially double the transfer rates. The challenges obviously lie in being able to operate the logic in the host memory controller at the higher speed and keeping the power consumption / thermals in check.
The first version of the JEDEC MR-DIMM standard specifies speeds of 8800 MT/s, with the next generation at 12800 MT/s. JEDEC also has a clear roadmap for this technology, keeping it in sync with the the improvements in the DDR5 standard.
Micron and Intel have been working closely in the last few quarters to bring their former's first-generation MR-DIMM lineup to the market. Intel's Xeon 6 Family with P-Cores (Granite Rapids) is the first platform to bring MR-DIMM support at 8800 MT/s on the host side. Micron's standard-sized MR-DIMMs (suitable for 1U servers) and TFF (tall form-factor) MR-DIMMs (for 2U+ servers) have been qualified for use with the same.
The benefits offered by MR-DIMMs are evident from the JEDEC specifications, allowing for increased data rates and system bandwidth, with improvements in latency. On the capacity side, allowing for additional ranks on the modules has enabled Micron to offer a 256 GB capacity point. It must be noted that some vendors are also using TSV (through-silicon vias) technology to to increase the per-package capacity at standard DDR5 speeds, but this adds additional cost and complexity that are largely absent in the MR-DIMM manufacturing process.
The tall form-factor (TFF) MR-DIMMs have a larger surface area compared to the standard-sized ones. For the same airflow configuration, this allows the DIMM to have a better thermal profile. This provides benefits for energy efficiency as well by reducing the possibility of thermal throttling.
Micron is launching a comprehensive lineup of MR-DIMMs in both standard and tall form-factors today, with multiple DRAM densities and speed options as noted above.
Micron and Intel hosted a media / analyst briefing recently to demonstrate the benefits of MR-DIMMs for Xeon 6 with P-Cores (Granite Rapids). Using a 2P configuration with 96-core Xeon 6 processors, benchmarks for different workloads were processed with both 8800 MT/s MR-DIMMs and 6400 MT/s RDIMMs. The chosen workloads are particularly notorious for being limited in performance by memory bandwidth.
OpenFOAM is a widely-used CFD workload that benefits from MR-DIMMs. For the same memory capacity, the 8800 MT/s MR-DIMM shows a 1.31x speedup based on higher average bandwidth and IPC improvements, along with lower last-level cache miss latency.
The performance benefits are particularly evident with more cores participating the workload.
Apache Spark is a commonly used big-data platform operating on large datasets. Depending on the exact dataset in the picture, the performance benefits of MR-DIMMs can vary. Micron and Intel used a 2.4TB set from Intel's Hibench benchmark suite for this benchmark, showing a 1.2x speedup at the same capacity and 1.7x speedup with doubled-capacity TFF MR-DIMMs.
Avoiding the need to push data back to the permanent storage also contributes to the speedup.
The higher speed offered by MR-DIMMs also helps in AI inferencing workloads, with Micron and Intel showing a 1.31x inference performance improvement along with reduced time to first token for a Llama 3 8B parameter model. Obviously, purpose-built inferencing solutions based on accelerators will perform better. However, this was offered as a demonstration of the type of CPU workloads that can benefit from MR-DIMMs.
As the adage goes, there is no free lunch. At 8800 MT/s, MR-DIMMs are definitely going to guzzle more power compared to 6400 MT/s RDIMMs. However, the faster completion of workloads mean that the the energy consumption for a given workload will be lower for the MR-DIMM configurations. We would have liked Micron and Intel to quantify this aspect for the benchmarks presented in the demonstration. Additionally, Micron indicated that the energy efficiency (in terms of pico-joules per bit transferred) is largely similar for both the 6400 MT/s RDIMMs and 8800 MT/s MR-DIMMs.
The standardization of MR-DIMMs by JEDEC allows multiple industry stakeholders to participate in the market. Customers are not vendor-locked and can compare and contrast options from different vendors to choose the best fit for their needs.
At Computex, we saw MR-DIMMs from ADATA on display. As a Tier-2 vendor without its own DRAM fab, ADATA's play is on cost benefits with the possibility of the DRAM die being sourced from different fabs. The MR-DIMM board layout is dictated by JEDEC specifications, and this allows Tier-2 vendors to have their own play with pricing flexibility. Modules are also built based on customer orders. Micron, on the other hand, has a more comprehensive portfolio / lineup of SKUs for different use-cases with the pros and cons of vertical integration in the picture.
Micron is also not the first to publicly announce MR-DIMM sampling. Samsung announced their own lineup (based on 16Gb DRAM dies) last month. It must be noted that Micron's MR-DIMM portfolio uses 16 Gb, 24 Gb, and 32 Gb dies fabricated in 1β technology. While Samsung's process for the 16 Gb dies used in their MR-DIMMs is not known, Micron believes that their MR-DIMM technology will provide better power efficiency compared to the competition while also offering customers a wider range of capacities and configurations.
When Micron announced plans to build two new fabs in the U.S. in 2022, the company vaguely said both would come online by the decade's end. Then, in 2023, it began to optimize its spending, which pushed production at these fabrication facilities. This week, the company outlined more precise timeframes for when its fabs in Idaho and New York will start operations: this will happen from calendar 2026 to calendar 2029.
"These fab construction investments are necessary to support supply growth for the latter half of this decade," a statement by Micron in its Q3 FY2024 financial results report reads. "This Idaho fab will not contribute to meaningful bit supply until fiscal 2027 and the New York construction capex is not expected to contribute to bit supply growth until fiscal 2028 or later. The timing of future [wafer fab equipment] spend in these fabs will be managed to align supply growth with expected demand growth."
Micron's fiscal year 2027 starts in September 2026, so the new fab near Boise, Idaho, is set to start operations between September 2026 and September 2027. The company's fiscal 2028 starts in September 2027, so the fab will likely begin operations in calendar 2028 or later, probably depending on the demand for DRAM memory in the coming years. That said, Micron's U.S. memory fabs will begin operations between late 2026 and 2029, which aligns with the company's original plans.
Construction of the fab in Idaho is well underway. In contrast, construction of the New York facility has yet to begin as the company is working on regulatory and permitting processes in the state.
Micron's capital expenditure (CaPex) plan for FY2024 is approximately $8.0 billion, with a decrease in year-over-year spending on wafer fabrication equipment (WFE). In Q4 FY2024, the company will spend around $3 billion on fab construction, new wafer fab tools, and various expansions/upgrades.
Looking ahead to FY2025, the company plans a substantial increase in capex, targeting a mid-30s percentage of revenue to support various technological and facility advancements. In particular, it expects its quarterly CapEx to average above the $3 billion level seen in the fourth quarter of FY2024, which means that it plans to spend about $12 billion in its fiscal 2025, which begins in late September.
Half or more of the total CapEx increase in FY2025 (i.e., over $2 billion) will be allocated to constructing new fabs in Idaho and New York. Meanwhile, the FY2025 CapEx will significantly rise to fund high-bandwidth memory (HBM) assembly and testing and the construction of fabrication and back-end facilities. This increase also includes investments in technology transitions to meet growing demand.
"Fab construction in Idaho is underway, and we are working diligently to complete the regulatory and permitting processes in New York," said Sanjay Mehrotra, chief executive officer of Micron, at the company's conference call with investors and financial analysts (via SeekingAlpha). "This additional leading-edge greenfield capacity, along with continued technology transition investments in our Asia facilities, is required to meet long-term demand in the second half of this decade and beyond. These investments support our objective to maintain our current bit share over time and to grow our memory bit supply in line with long-term industry bit demand."
While the new CAMM and LPCAMM memory modules for laptops have garnered a great deal of attention in recent months, it's not just the mobile side of the PC memory industry that is looking at changes. The desktop memory market is also coming due for some upgrades to further improve DIMM performance, in the form of a new DIMM variety called the Clocked Unbuffered DIMM (CUDIMM). And while this memory isn't in use quite yet, several memory vendors had their initial CUDIMM products on display at this year's Computex trade show, offering a glimpse into the future of desktop memory.
A variation on traditional Unbuffered DIMMs (UDIMMs), Clocked UDIMMs (and Clocked SODIMMs) have been created as another solution to the ongoing signal integrity challenges presented by DDR5 memory. DDR5 allows for rather speedy transfer rates with removable (and easily installed) DIMMs, but further performance increases are running up against the laws of physics when it comes to the electrical challenges of supporting memory on a stick – particularly with so many capacity/performance combinations like we see today. And while those challenges aren't insurmountable, if DDR5 (and eventually, DDR6) are to keep increasing in speed, some changes appear to be needed to produce more electrically robust DIMMs, which is giving rise to the CUDIMM.
Standardized by JEDEC earlier this year as JESD323, CUDIMMs tweak the traditional unbuffered DIMM by adding a clock driver (CKD) to the DIMM itself, with the tiny IC responsible for regenerating the clock signal driving the actual memory chips. By generating a clean clock locally on the DIMM (rather than directly using the clock from the CPU, as is the case today), CUDIMMs are designed to offer improved stability and reliability at high memory speeds, combating the electrical issues that would otherwise cause reliability issues at faster memory speeds. In other words, adding a clock driver is the key to keeping DDR5 operating reliably at high clockspeeds.
All told, JEDEC is proposing that CUDIMMs be used for DDR5-6400 speeds and higher, with the first version of the specification covering speeds up to DDR5-7200. The new DIMMs will also be drop-in compatible with existing platforms (at least on paper), using the same 288-pin connector as today's standard DDR5 UDIMM and allowing for a relatively smooth transition towards higher DDR5 clockspeeds.
UPDATE 6/12: Micron notified us that it expects its HBM market share to rise to mid-20% in the middle of calendar 2025, not in the middle of fiscal 2025.
For Computex week, Micron was at the show in force in order to talk about its latest products across the memory spectrum. The biggest news for the memory company was that it has kicked-off sampling of it's next-gen GDDR7 memory, which is expected to start showing up in finished products later this year and was being demoed on the show floor. Meanwhile, the company is also eyeing taking a much larger piece of the other pillar of the high-performance memory market – High Bandwidth Memory – with aims of capturing around 25% of the premium HBM market.
Micron's first GDDR7 chip is a 16 Gb memory device with a 32 GT/sec (32Gbps/pin) transfer rate, which is significantly faster than contemporary GDDR6/GDDR6X. As outlined with JEDEC's announcement of GDDR7 earlier this year, the latest iteration of the high-performance memory technology is slated to improve on both memory bandwidth and capacity, with bandwidths starting at 32 GT/sec and potentially climbing another 50% higher to 48 GT/sec by the time the technology reaches its apex. And while the first chips are starting off at the same 2GByte (16Gbit) capacity as today's GDDR6(X) chips, the standard itself defines capacities as high as 64Gbit.
Of particular note, GDDR7 brings with it the switch to PAM3 (3-state) signal encoding, moving from the industry's long-held NRZ (2-state) signaling. As Micron was responsible for the bespoke GDDR6X technology, which was the first major DRAM spec to use PAM signaling (in its case, 4-state PAM4), Micron reckons they have a leg-up with GDDR7 development, as they're already familiar with working with PAM.
The GDDR7 transition also brings with it a change in how chips are organized, with the standard 32-bit wide chip now split up into four 8-bit sub-channels. And, like most other contemporary memory standards, GDDR7 is adding on-die ECC support to hold the line on chip reliability (though as always, we should note that on-die ECC isn't meant to be a replacement for full, multi-chip ECC). The standard also implements some other RAS features such as error checking and scrubbing, which although are not germane to gaming, will be a big deal for compute/AI use cases.
The added complexity of GDDR7 means that the pin count is once again increasing as well, with the new standard adding a further 86 pins to accommodate the data transfer and power delivery changes, bringing it to a total of 266 pins. With that said, the actual package size is remaining unchanged from GDDR5/GDDR6, maintaining that familiar 14mm x 12mm package. Memory manufacturers are instead using smaller diameter balls, as well as decreasing the pitch between the individual solder balls – going from GDDR6's 0.75mm x 0.75mm pitch to a slightly shorter 0.75mm x 0.73mm pitch. This allows the same package to fit in another 5 rows of contacts.
As for Micron's own production plans, the company is using its latest 1-beta (1β) fabrication process. While the major memory manufacturers don't readily publish the physical parameters of their processes these days, Micron believes that they have the edge on density with 1β, and consequently will be producing the densest GDDR7 at launch. And, while more nebulous, the company company believes that 1β will give them an edge in power efficiency as well.
Micron says that the first devices incorporating GDDR7 will be available this year. And while video card vendors remain a major consumer of GDDR memory, in 2024 the AI accelerator market should not be overlooked. With AI accelerators still bottlenecked by memory capacity and bandwidth, GDDR7 is expected to pair very well with inference accelerators, which need a more cost-effective option than HBM.
Speaking of HBM, Micron was the first company to formally announce its HBM3E memory last year, and it was among the first to start its volume shipments earlier this year. For now, Micron commands a 'mid-single digit' share of this lucrative market, but the company has said that it plans to rapidly gain share. If all goes well, by the middle of its calendar 2025 (i.e., the end of calendar Q1 2025) the company hopes to capture a mid-20% share of the HBM market.
"As we go into fiscal year 2025, we expect our share of HBM to be very similar to our overall share on general DRAM market," said Praveen Vaidyanathan, vice president and general manager of the Compute Products Group at Micron. "So, I would say mid-20%. […] We believe we have a very strong product as [we see] a lot of interest from various GPU and ASIC vendors, and continuing to engage with customers […] for the next, say 12 to 15 months."
When asked whether Micron can accelerate output of HBM3E at such a rapid pace in terms of manufacturing capacity, Vaidyanathan responded that the company has a roadmap for capacity expansion and that the company would meet the demand for its HBM3E products.
Ultra-high performance memory modules are a staple of of Computex, and it looks like this year G.Skill is showing off the highest performance dual-channel memory module kit to date. The company is demonstrating a DDR5 kit capable of 10,600 MT/s data transfer rate, which is a considerably higher speed compared to memory modules available today.
The dual-channel kit that G.Skill is demonstrating is a 32 GB Trident Z5 RGB kit that uses cherry-picked DDR5 memory devices and which can work in a DDR5-10600 mode with CL56 62-62-126 timings at voltages that are way higher than standard. The demoed DIMMs are running the whole day in a fairly warm room, though it does not really run demanding applications or stress tests.
Traditionally, memory module makers like G.Skill use Intel processors to demonstrate their highest-performing kits. But with the DDR5-10600 kit, the company uses AMD's Ryzen 5 8500G processor, which is a monolithic Zen 4-based APU with integrated graphics that's normally sold for budget systems. The motherboard is a high-end Asus ROG Crosshair X670E Gene and the APU is cooled down using a custom liquid cooling system The Asus ROG Crosshair X670E Gene motherboard has only two memory slots, which greatly helps to enable high data transfer rates, so it is a very good fit for the DDR5-10600 dual-channel kit.
Though I have sincere doubts that someone is going to use an ultra-expensive DDR5-10600 memory kit and related gate with this inexpensive processor, it is interesting (and unexpected) to see an AMD APU as a good fit to demonstrate performance potential of G.Skill's upcoming modules.
Speaking of availability of G.Skill's DDR5-10600 memory, it does not look like this kit is around the corner. The fastest DDR5 kit that G.Skill has today is its DDR5-8400 offering, so the DDR5-10600 will come to market a few speed bins later as G.Skill certainly needs to test the kit with various CPUs and ensure its stability.
One other thing to keep in mind is that both AMD and Intel are about to release new desktop processors this year, with the Ryzen 9000-series and Arrow Lake processors respectively. So G.Skill will undoubtedly focus on tuning its DDR5-10600 and other high-end kits primarily with those new CPUs.
As LPCAMM2 adoption begins, the first retail memory modules are finally starting to hit the retail market, courtesy of Micron. The memory manufacturer has begun selling their LPDDR5X-based LPCAMM2 memory modules under their in-house Crucial brand, making them available on the latter's storefront. Timed to coincide with the release of Lenovo's ThinkPad P1 Gen 7 laptop – the first retail laptop designed to use the memory modules – this marks the de facto start of the eagerly-awaited modular LPDDR5X memory era.
Micron's Low Power Compression Attached Memory Module 2 (LPCAMM2) modules are available in capacities of 32 GB and 64 GB. These are dual-channel modules that feature a 128-bit wide interface, and are based around LPDDR5X memory running at data rates up to 7500 MT/s. This gives a single LPCAMM2 a peak bandwidth of 120 GB/s. Micron is not disclosing the latencies of its LPCAMM2 memory modules, but it says that high data transfer rates of LPDDR5X compensate for the extended timings.
Micron says that LPDDR5X memory offers significantly lower power consumption, with active power per 64-bit bus being 43-58% lower than DDR5 at the same speed, and standby power up to 80% lower. Meanwhile, similar to DDR5 modules, LPCAMM2 modules include a power management IC and voltage regulating circuitry, which provides module manufacturers additional opportunities to reduce power consumption of their products.
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Source: Micron LPDDR5X LPCAMM2 Technical Brief
It's worth noting, however, that at least for the first generation of LPCAMM2 modules, system vendors will need to pick between modularity and performance. While soldered-down LPDDR5X memory is available at speeds up to 8533 MT/sec – and with 9600 MT/sec on the horizon – the fastest LPCAMM2 modules planned for this year by both Micron and rival Samsung will be running at 7500 MT/sec. So vendors will have to choose between the flexibility of offering modular LPDDR5X, or the higher bandwidth (and space savings) offered by soldering down their memory.
Micron, for its part, is projecting that 9600 MT/sec LPCAMM2 modules will be available by 2026. Though it's all but certain that faster memory will also be avaialble in the same timeframe.
Micron's Crucial LPDDR5X 32 GB module costs $174.99, whereas a 64 GB module costs $329.99.
Demand for high-performance processors for AI training is skyrocketing, and consequently so is the demand for the components that go into these processors. So much so that SK hynix this week is very publicly announcing that the company's high-bandwidth memory (HBM) production capacity has already sold out for the rest of 2024, and even most of 2025 has already sold out as well.
SK hynix currently produces various types of HBM memory for customers like Amazon, AMD, Facebook, Google (Broadcom), Intel, Microsoft, and, of course, NVIDIA. The latter is an especially prolific consumer of HBM3 and HBM3E memory for its H100/H200/GH200 accelerators, as NVIDIA is also working to fill what remains an insatiable (and unmet) demand for its accelerators.
As a result, HBM memory orders, which are already placed months in advance, are now backlogging well into 2025 as chip vendors look to secure supplies of the memory stacks critical to their success.
This has made SK hynix the secnd HBM memory vendor in recent months to announce that they've sold out into 2025, following an earlier announcement from Micron regarding its HBM3E production. But of the two announcements, SK hynix's is arguably the most significant yet, as the South Korean firm's HBM production capacity is far greater than Micron's. So while things were merely "interesting" with the smallest of the Big Three memory manufacturers being sold out into 2025, things are taking a more concerning (and constrained) outlook now that SK hynix is as well.
SK hynix currently controls roughly 46% - 49% of HBM market, and its share is not expected to drop significantly in 2025, according to market tracking firm TrendForce. By contrast, Micron's share on HBM memory market is between 4% and 6%. Since HBM supply of both companies is sold out through the most of 2025, we're likely looking at a scenario where over 50% of the industry's total HBM3/HBM3E supply for the coming quarters is already sold out.
This leaves Samsung as the only member of the group not to comment on HBM demand so far. Though with memory being a highly fungible commodity product, it would be surprising if Samsung wasn't facing similar demand. And, ultimately, all of this is pointing towards the indusry entering an HBM3 memory shortage.
Separately, SK hynix said that it is sampling 12-Hi 36GB HBM3E stacks with customers and will begin volume shipments in the third quarter.
When JEDEC released its DDR5 specification (JESD79) back in 2020, the standard setting organization defined precise specs for modules with speed bins of up to 6400 MT/s, while leaving the spec open to further expansions with faster memory as technology progressed. Now, a bit more than three-and-a-half years later, and the standards body and its members are gearing up to release a faster generation of DDR5 memory, which is being laid out in the newly updated JESD79-JC5 specification. The latest iteration of the DDR5 spec defines official DDR timing specifications up to 8800 MT/s, as well as adding some new features when it comes to security.
Diving in, the new specification outlines settings for memory chips (on all types of memory modules) with data transfer rates up to 8800 MT/s (AKA DDR5-8800). This suggests that all members of the JESD79 committee that sets the specs for DDR5 — including memory chip makers and memory controller designers — agree that DDR5-8800 is a viable extension of the DDR5 specification both from performance and cost point of view. Meanwhile, the addition of higher speed bins is perhaps enabled by another JEDEC feature introduced in this latest specification, which is the Self-Refresh Exit Clock Sync for I/O training optimization.
| JEDEC DDR5-A Specifications | |||||||
| AnandTech | Data Rate MT/s |
CAS Latency (cycles) | Absolute Latency (ns) | Peak BW GB/s |
|||
| DDR5-3200 | A | 3200 | 22 | 22 | 22 | 13.75 | 25.6 |
| DDR5-3600 | A | 3600 | 26 | 26 | 26 | 14.44 | 28.8 |
| DDR5-4000 | A | 4000 | 28 | 28 | 28 | 14 | 32 |
| DDR5-4400 | A | 4400 | 32 | 32 | 32 | 14.55 | 35.2 |
| DDR5-4800 | A | 4800 | 34 | 34 | 34 | 14.17 | 38.4 |
| DDR5-5200 | A | 5200 | 38 | 38 | 38 | 14.62 | 41.6 |
| DDR5-5600 | A | 5600 | 40 | 40 | 40 | 14.29 | 44.8 |
| DDR5-6000 | A | 6000 | 42 | 42 | 42 | 14 | 48 |
| DDR5-6400 | A | 6400 | 46 | 46 | 46 | 14.38 | 51.2 |
| DDR5-6800 | A | 6800 | 48 | 48 | 48 | 14.12 | 54.4 |
| DDR5-7200 | A | 7200 | 52 | 52 | 52 | 14.44 | 57.6 |
| DDR5-7600 | A | 7600 | 54 | 54 | 54 | 14.21 | 60.8 |
| DDR5-8000 | A | 8000 | 56 | 56 | 56 | 14 | 64.0 |
| DDR5-8400 | A | 8400 | 60 | 60 | 60 | 14.29 | 67.2 |
| DDR5-8800 | A | 8800 | 62 | 62 | 62 | 14.09 | 70.4 |
When it comes to the JEDEC standard for DDR5-8800, it sets relatively loose timings of CL62 62-62 for A-grade devices and CL78 77-77 for lower-end C-grade ICs. Unfortunately, the laws of physics driving DRAM cells have not improved much over the last couple of years (or decades, for that matter), so memory chips still must operate with similar absolute latencies, driving up the relative CAS latency. In this case 14ns remains the gold standard, with CAS latencies at the new speeds being set to hold absolute latencies around that mark. But in exchange for systems willing to wait a bit longer (in terms of cycles) for a result, the new spec improves the standard's peak memory bandwidth by 37.5%.
This of course is just the timings set in the JEDEC specification, which is primarily of concern for server vendors. So we'll have to see just how much harder consumer memory manufacturers can push things for their XMP/EXPO-profiled memory. Extreme overclockers are already hitting speeds as high as 11,240 MT/s with current-generation DRAM chips and CPUs, so there may be some more headroom to play with in the next generation.
Meanwhile, on the security front, the updated spec makes a couple of changes that have been put in place seemingly to address rowhammer-style exploits. The big item here is Per-Row Activation Counting (PRAC), which true to its name, enables DDR5 to keep a count of how often a row has been activated. Using this information, memory controllers can then determine if a memory row has been excessively activated and is at risk of causing a neighboring row's bits to flip, at which point they can back off to let the neighboring row properly refresh and the data re-stabilize.
Notably here, the JEDEC press release doesn't use the rowhammer name at any point (unfortunately, we haven't been able to see the specification itself). But based on the description alone, this is clearly intended to thwart rowhammer attacks, since these normally operate by forcing a bit flip between refreshes through a large number of activations.
Digging a bit deeper, PRAC seems to be based on a recent Intel patent, Perfect Row Hammer Tracking with Multiple Count Increments (US20220121398A1), which describes a very similar mechanism under the name "Perfect row hammer tracking" (PRHT). Notably, the Intel paper calls out that this technique has a performance cost associated with it because it increases the overall row cycle time. Ultimately, as the vulnerability underpinning rowhammer is a matter of physics (cell density) rather than logic, it's not too surprising to see that any mitigation of it comes with a cost.
The updated DDR5 specification also deprecates support for Partial Array Self Refresh (PASR) within the standard, citing security concerns. PASR is primarily aimed at power efficiency for mobile memory to begin with, and as a refresh-related technology, presumably overlaps some with rowhammer – be it a means to attack memory, or an obstruction to defending against rowhammer. Either way, with mobile devices increasingly moving to low-power optimized LPDDR technologies anyhow, the depreciation of PASR does not immediately look like a major concern for consumer devices.
SK hynix and TSMC announced early on Friday that they had signed a memorandum of understanding to collaborate on developing the next-generation HBM4 memory and advanced packaging technology. The initiative is designed to speed up the adoption of HBM4 memory and solidify SK hynix's and TSMC's leading positions in high-bandwidth memory and advanced processor applications.
The primary focus of SK hynix's and TSMC's initial efforts will be to enhance the performance of the HBM4 stack's base die, which (if we put it very simply) acts like an ultra-wide interface between memory devices and host processors. With HBM4, SK hynix plans to use one of TSMC's advanced logic process technologies to build base dies to pack additional features and I/O pins within the confines of existing spatial constraints.
This collaborative approach also enables SK hynix to customize HBM solutions to satisfy diverse customer performance and energy efficiency requirements. SK hynix has been touting custom HBM solutions for a while, and teaming up with TSMC will undoubtedly help with this.
"TSMC and SK hynix have already established a strong partnership over the years. We've worked together in integrating the most advanced logic and state-of-the art HBM in providing the world's leading AI solutions," said Dr. Kevin Zhang, Senior Vice President of TSMC's Business Development and Overseas Operations Office, and Deputy Co-Chief Operating Officer. "Looking ahead to the next-generation HBM4, we're confident that we will continue to work closely in delivering the best-integrated solutions to unlock new AI innovations for our common customers."
Furthermore, the collaboration extends to optimizing the integration of SK hynix's HBM with TSMC's CoWoS advanced packaging technology. CoWoS is among the most popular specialized 2.5D packaging process technologies for integrating logic chips and stacked HBM into a unified module.
For now, it is expected that HBM4 memory will be integrated with logic processors using direct bonding. However, some of TSMC's customers might prefer to use an ultra-advanced version of CoWoS to integrate HBM4 with their processors.
"We expect a strong partnership with TSMC to help accelerate our efforts for open collaboration with our customers and develop the industry's best-performing HBM4," said Justin Kim, President and the Head of AI Infra at SK hynix. "With this cooperation in place, we will strengthen our market leadership as the total AI memory provider further by beefing up competitiveness in the space of the custom memory platform."
Corsair has introduced a family of registered memory modules with ECC that are designed for AMD's Ryzen Threadripper 7000 and Intel's Xeon W-2400/3400-series processors. The new Corsair WS DDR5 RDIMMs with AMD EXPO and Intel XMP 3.0 profiles will be available in kits of up to 256 GB capacity and at speeds of up to 6400 MT/s.
Corsair's family of WS DDR5 RDIMMs includes 16 GB modules operating at up to 6400 MT/s with CL32 latency as well as 32 GB modules functioning at 5600 MT/s with CL40 latency. At present, Corsair offers a quad-channel 64 GB kit (4×16GB, up to 6400 MT/s), a quad-channel 128GB kit (4×32GB, 5600 MT/s), an eight-channel 128 GB kit (8×16GB, 5600 MT/s), and an eight-channel 256 GB kit (8×32GB, 5600 MT/s) and it remains to be seen whether the company will expand the lineup.
Corsair's WS DDR5 RDIMMs are designed for AMD's TRX50 and WRX90 platforms as well as Intel's W790 platform and are therefore compatible with AMD's Ryzen Threadripper Pro 7000 and 7000WX-series as well as Intel's Xeon W-2400/3400-series CPUs. The modules feature both AMD EXPO and Intel XMP 3.0 profiles to easily set their beyond-JEDEC-spec settings and come with thin heat spreaders made of pyrolytic graphite sheet (PGS), which thermal conductivity than that of copper and aluminum of the same thickness. For now, Corsair does not disclose which RCD and memory chips its registered memory modules use.
Unlike many of its rivals among leading DIMM manufacturers, Corsair did not introduce its enthusiast-grade RDIMMs when AMD and Intel released their Ryzen Threadripper and Xeon W-series platforms for extreme workstations last year. It is hard to tell what the reason for that is, but perhaps the company wanted to gain experience working with modules featuring registered clock drivers (RCDs) as well as AMD's and Intel's platforms for extreme workstations.
The result of the delay looks to be quite rewarding: unlike modules from its competitors that either feature AMD EXPO or Intel XMP 3.0 profiles, Corsair's WS DDR5 RDIMMs come with both. While this may not be important on the DIY market where people know exactly what they are buying for their platform, this is a great feature for system integrators, which can use Corsair WS DDR5 RDIMMs both for their AMD Ryzen Threadripper and Intel Xeon W-series builds, something that greatly simplifies their inventory management.
Since Corsair's WS DDR5 RDIMMs are aimed at workstations and are tested to offer reliable performance beyond JEDEC specifications, they are quite expensive. The cheapest 64 GB DDR5-5600 CL40 kit costs $450, the fastest 64 GB DDR5-6400 CL32 kit is priced at $460, whereas the highest end 256 GB DDR5-5600 CL40 kit is priced at $1,290.