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AI & Enterprise

ADATA chairman says memory shortage to last another 10 years, dismisses AI bubble talk

ADATA Chairman Chen Li-bai (천리바이) said the current fears of an AI investment bubble are premature and that a real bubble could only be discussed after 2030. He said demand for AI computing, memory chips and power continues to exceed market forecasts and warned against reading a broader slowdown from isolated signs of overinvestment. He expects memory shortages to persist for the next decade as demand spreads to robots, autonomous cars and smart homes.

Industry

Germany DDR5 prices surge 448 percent year on year, may rise further through 2027 CPUs

DDR5 memory prices in Germany\'s retail market have jumped to a record high, rising to 448 percent compared with levels before a surge in memory prices, TechRadar reported. Data from 3DCenter show DDR5 prices fell to 408 percent in March before rebounding to 419 percent in June and 448 percent in July. The report also cited talk that TSMC could raise chip production costs next year by up to 10 percent, with some orders facing up to 15 percent more.

Industry

MSI beta BIOS enables high-speed DDR5 with China\'s CXMT chips on mainstream PCs

MSI has released a beta BIOS supporting ultra-high-speed operation of DDR5 memory using chips from China’s ChangXin Memory Technologies (CXMT). The test showed CXMT-based DDR5 running at DDR5-8200 in a dual-DIMM setup and DDR5-7200 with four DIMMs, though a global BIOS version has not been released. The development draws attention as a potential new supply option in a PC memory market led by Samsung Electronics, SK Hynix and Micron.