| Mobile Web

Search results for LPDDR5X

Industry

Chinese memory maker CXMT knocks on DDR5 market with supply commitments, raising concerns for Samsung-SK Hynix duopoly

China\'s memory chipmaker CXMT is preparing to enter the PC DDR5 memory market, raising expectations of changes to the global supply structure led by Samsung Electronics, SK Hynix and Micron. Industry watchers say the move may matter more for diversifying supply than for lowering prices, as CXMT\'s pricing is said to be similar to rivals\'. CXMT is reported to be prioritising consumer PC supply rather than AI data-center products, with early use likely in entry-level products in China.

Industry

AI demand debate clouds memory order visibility

Whether AI token demand is translating into real economic output has emerged as a key precondition for forecasting DRAM and high-bandwidth memory supply and demand. Executives at Computex 2026 projected token consumption to surge through 2030, while memory makers outlined capacity expansion plans. Analysts and industry sources noted, however, that AI outputs are often not captured in statistics, making it difficult to verify whether demand is structural or temporary and limiting order visibility.

Industry

Nvidia unveils RTX Spark AI chip for Windows laptops, fall launch expected

Nvidia has unveiled RTX Spark, a new AI chip designed to run large language models locally on Windows-based laptops. The Arm-based system-on-chip was co-developed with MediaTek and integrates a 20-core Grace CPU and a Blackwell-generation GPU. Nvidia said it can support up to 128GB of LPDDR5X memory and run LLMs with up to 120 billion parameters. Microsoft and several PC makers plan devices using the chip in fall 2026.