AMD EXPO ULL shows middling performance gains in initial tests despite eye-watering price increase — first benchmarks show up to a 4% improvement with DDR5-6000

The NeoX DDR5-6000 CL26 kit, for example, has jumped up $50 to $1,150 — yes, that’s for a 2 x 16 GB kit still — while the CL28 kit has jumped up to $1,030 (a $30 price increase). Two weeks ago, we saw non-ULL kits sellin…

Nanya to quadruple capital spending to $6.2 billion in 2027 as DRAM prices push gross margin to 79.5% — Q2 revenue skyrockets as ASPs for memory continue to sur

Nanya’s average selling price climbed more than 70% quarter over quarter in Q1 2026, while its bit shipments fell by a mid-single-digit percentage, its own results deck shows. The company is targeting bit shipment growth…

Nanya to quadruple capital spending to $6.2 billion in 2027 as DRAM prices push gross margin to 79.5% — Q2 revenue skyrockets as ASPs for memory continue to sur

Nanya’s average selling price climbed more than 70% quarter over quarter in Q1 2026, while its bit shipments fell by a mid-single-digit percentage, its own results deck shows. The company is targeting bit shipment growth…

Chinese memory and storage firm expected to post more than 60,000% jump in profits due to exploding demand — Lexar owner Longsys forecasts nearly $1.5 billion p

bit_user So, if one year they barely broke even, turning a $1 profit, and the next year they made $1M of profit, their profits would’ve grown 1 Million Times!!! Even though maybe their revenues increased only slightly (o…

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

The standard supports bump pitches greater than 90 µm and channel reaches up to 20 mm, which are two features that enable dropping the expensive interposer and using less-expensive organic substrate routing. However, get…

South Korea’s $880 billion chip and AI plan faces big power and water challenges — a single megacluster requires a quarter of Seoul’s total power demand

KEPCO and the government plan six LNG plants inside the Yongin complex, starting at about 3 GW and scaling toward 10 GW, to bridge the supply gap until the transmission network is finished. Both Samsung and SK hynix hold…

Chinese memory and storage firm expected to post more than 60,000% jump in profits due to exploding demand — Lexar owner Longsys forecasts nearly $1.5 billion p

bit_user So, if one year they barely broke even, turning a $1 profit, and the next year they made $1M of profit, their profits would’ve grown 1 Million Times!!! Even though maybe their revenues increased only slightly (o…

South Korea’s $880 billion chip and AI plan faces big power and water challenges — a single megacluster requires a quarter of Seoul’s total power demand

KEPCO and the government plan six LNG plants inside the Yongin complex, starting at about 3 GW and scaling toward 10 GW, to bridge the supply gap until the transmission network is finished. Both Samsung and SK hynix hold…

AMD EXPO ULL shows middling performance gains in initial tests despite eye-watering price increase — first benchmarks show up to a 4% improvement with DDR5-6000

The NeoX DDR5-6000 CL26 kit, for example, has jumped up $50 to $1,150 — yes, that’s for a 2 x 16 GB kit still — while the CL28 kit has jumped up to $1,030 (a $30 price increase). Two weeks ago, we saw non-ULL kits sellin…

AMD EXPO ULL shows middling performance gains in initial tests despite eye-watering price increase — first benchmarks show up to a 4% improvement with DDR5-6000

The NeoX DDR5-6000 CL26 kit, for example, has jumped up $50 to $1,150 — yes, that’s for a 2 x 16 GB kit still — while the CL28 kit has jumped up to $1,030 (a $30 price increase). Two weeks ago, we saw non-ULL kits sellin…