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Industry

Google reuses DDR4 from retired servers for AI equipment amid memory shortage

Google is reusing older DDR4 memory recovered from decommissioned servers in newer AI equipment as a worsening supply crunch hits memory chips, driven by the spread of AI data centres. Google said it remains hard to secure enough chips and called faster capacity expansion by manufacturers the most sustainable solution. Meta and others are also extending older memory use via CXL, though performance limits remain. Researchers and companies forecast further price rises and prolonged shortages.

Industry

Smartphone, PC costs to rise 15 to 40 percent in vicious cycle from commodity DRAM shortage

Memory makers are allocating more wafer capacity to high-bandwidth memory and DDR5, reducing output of commodity DRAM and lifting prices, an industry source said. The shift is expected to raise the cost of making a smartphone or PC by at least 15 to 40 percent this year. As higher costs are hard to pass on amid weak demand and falling shipments, pressure is likely to move to parts and materials suppliers.

Industry

CXMT, YMTC supply push may reshape DRAM and NAND market

China\'s ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies (YMTC) are expanding production capacity using funds raised through initial public offerings, a move expected to affect the commodity memory market led by Samsung Electronics and SK Hynix. Industry estimates show CXMT and YMTC capacity rising sharply through 2028, with CXMT posting strong revenue and profit. Analysts expect further share gains, while Korean makers respond with process transitions.