Daily
-0.82%
vs Nov 5, 2026
WoW
-2.17%
vs Oct 30, 2026
MoM
+3.03%
vs Oct 7, 2026
MEMORY MARKET INTELLIGENCE
Memory Moves Markets.
Price, supply-demand, and industry signals for DRAM, HBM, and NAND.
Daily
-0.82%
vs Nov 5, 2026
WoW
-2.17%
vs Oct 30, 2026
MoM
+3.03%
vs Oct 7, 2026
Daily
-1.06%
vs Nov 5, 2026
WoW
-2.39%
vs Oct 30, 2026
MoM
-3.32%
vs Oct 7, 2026
Daily
-0.93%
vs Nov 5, 2026
WoW
-2.68%
vs Oct 30, 2026
MoM
-1.62%
vs Oct 7, 2026
Weekly trend
DDR5 16Gb: 100.00 on 2026-05-20, 146.15 on 2026-11-06. DDR4 16Gb: 100.00 on 2026-05-20, 135.99 on 2026-11-06. DDR4 8Gb: 100.00 on 2026-05-20, 140.76 on 2026-11-06.
Publicly displayable trend indices derived from real observations and rebased to 100 at each series' first observation. No interpolation or stale samples presented as current.
LIVE INTELLIGENCE
Industry updates, analysis, price moves, and research updates share one reverse-chronological feed. Direction labels describe potential memory-sector impact, not investment advice.
Nvidia reportedly asks TSMC to produce '3D DRAM' to address memory shortages.
Index / daily: DDR5 16Gb 4800/5600 146.15 / -0.82%; DDR4 16Gb 3200 135.99 / -1.06%; DDR4 8Gb 3200 140.76 / -0.93%
Georgia Tech spinout Nagare Labs, backed by Playground Global, unveils Z2RAM, a capacitorless memory to stack on AI accelerators.
Larger models, longer contexts and agentic applications are increasing GPU memory pressure while supply tightens and prices rise — a trend expected to continue through the near term. NVIDIA works closely with memory partners to rapidly adopt the latest memory technologies. NVIDIA was first to adopt HBM3e and HBM4 technologies into an accelerated computing stack. […]
Macronix, one of Nintendo's ROM chip manufacturers, is shutting down the business to reallocate manufacturing for NOR and NAND flash chips that the AI industry demands.
As DRAM and 3D NAND are about to adopt all-new technologies, custom types of memory are about to become mainstream as AI developers face limitations with current solutions.
Samsung, SK hynix, and Micron are facing strong demand for memory from AI data centers, prompting manufacturers to prioritize higher-margin server products and high-bandwidth memory. That shift is tightening supplies of conventional DRAM and NAND flash used in smartphones, laptops, and other consumer devices. The squeeze is also affecting smaller manufacturers, with Fairphone reporting that memory now accounts for nearly 60% of the bill of materials for some of its phones
Customs authorities only check the performance specifications of a server's processors, allowing smugglers to attach high-end memory chips to low-end processors and ship them into China.
OpenAI CEO Sam Altman met with around 50 Samsung executives in South Korea on October 31 to discuss AI's future, business opportunities and the technology's impact on corporate operations. The meeting comes as demand for memory chips grows alongside AI infrastructure spending, putting pressure on global DRAM supplies. Samsung and SK hynix together accounted for approximately 83% of global high-bandwidth memory revenue in the second quarter of 2026, highlighting South Korea's central role in supplying the hardware behind the AI expansion.
Solidigm, an American subsidiary of SK hynix, is in discussions about potentially investing $45 billion in a new flash chip factory that would be built in the United States.
Save $248.99 on this AMD Ryzen 7 9800X3D bundle at Newegg with an MSI MAG X870E Tomahawk Max Wifi motherboard and 32GB of DDR5-6000 RAM, now just $1,094.99.
Micron rejects 4F2, intends to use wafer bonding and High-NA EUV before going 3D NAND over the next few years.