Nvidia is a victim of the compute marketplace it created

Having proven how valuable compute can be, the company finds itself at the center of a market everyone wants to be in — while simpler technologies and less interesting companies get rich on the sidelines.

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JEDEC releases new SPHBM4 standard to slash AI memory costs — Narrow 512-bit interface enables dropping expensive interposers for organic substrates

SPHBM4 promises HBM4-class bandwidth without usage of silicon interposer and CoWoS-like packaging.

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China-made CXMT memory now supports faster speeds on MSI’s AMD motherboards — new BIOS adds DDR5-8200 validation on dual-DIMM, DDR5-7200 on quad-DIMM models
 China-made CXMT memory now supports faster speeds on MSI’s AMD motherboards — new BIOS adds DDR5-8200 validation on dual-DIMM, DDR5-7200 on quad-DIMM models

MSI has officially validated region-bound Chinese RAM using CXMT modules to run at up to 8,200 MT/s on its AM5 motherboards. Models with two RAM slots can handle these high frequencies a bit better than four-DIMM variants.

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Inside the history of DRAM price-fixing lawsuits — how HBM allocations could make a difference after two decades of failed cases
 Inside the history of DRAM price-fixing lawsuits — how HBM allocations could make a difference after two decades of failed cases

17 plaintiffs sued Samsung, SK hynix, and Micron in the U.S. District Court for the Northern District of California in late June.

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SK hynix to invest $712.5 billion in South Korean operations — Cheongju NAND expansion, Yongin Semiconductor Cluster for DRAM detailed

SK hynix announces major plan to spend $712.5 billion in its operations in South Korea, but the only detailed investments are spendings on a new NAND fab and a packaging facility.

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Meta fights soaring hardware costs by reusing old DDR4 server memory in new DDR5-only servers — custom CXL 2.0 chip marries legacy DDR4-2400 with cutting-edge DDR5-6400
 Meta fights soaring hardware costs by reusing old DDR4 server memory in new DDR5-only servers — custom CXL 2.0 chip marries legacy DDR4-2400 with cutting-edge DDR5-6400

Meta develops its custom Vistara CXL memory expander to use DDR4 memory with new servers running AMD EPYC ‘Turin’ processors.

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Micron inks long-term supply agreements worth $100 billion — says it has no idea when RAM crisis will end

Micron has signed 16 LTAs with various customers to supply DRAM and NAND worth $100 billion.

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2003-era DDR2 memory prices jump up to 60% — AI-driven DRAM shortage reaches the oldest standard still in production

DDR2 contract prices rose 55% to 60% in the second quarter of the year and are projected to climb another 35% to 40% in the third.

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This $339 Corsair 32GB DDR5 RAM kit is the cheapest on sale right now, $45 less than the next-best rival — secure overclockable RGB kit with 6,000 MT/s speeds for a new gaming PC build and beat inevitable future price rises

This 32GB Corsair Vengeance DDR5-6000 RAM kit is on sale at Woot for $339.99 right now, $45 less than its next-best rival.
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Nvidia and SK hynix ink multi-year memory co-development and supply agreement — seeks to address extended development cycles

Nvidia and SK hynix have inked a multi-year collaboration agreement under which the companies will co-develop next-generation memory technologies for Nvidia’s upcoming platforms and SK hynix will supply them to Nvidia.
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