MEMORY INDUSTRY NEWS
存储行业情报流
每10分钟扫描厂商官方新闻、客户动态与行业媒体，筛出会影响DRAM、HBM、NAND供需和存储公司盈利预期的新增信息。
AMD highlights Ryzen 5 5500 briefly topping Amazon CPU best sellers, beating 9800X3D — $80 DDR4 CPU remains a top seller during memory crunch
AMD's marketing director shared a screenshot of the Amazon CPU best sellers list, but the four-year-old, $80 Ryzen 5 5500 was at the top of the charts.
Nvidia reportedly testing lower memory configs of Rubin Ultra as memory shortage bites back — designs tested include as little as 192 GB and step back to HBM4
Nvidia is reportedly testing at least three Rubin Ultra configurations that pack as little as 192 GB of memory, as opposed to the 1 TB of HBM4E originally announced.
SK hynix Invests 54 Trillion Won in Yongin Y2 and Cheongju M17 to Secure Mid-to-Long-Term Production Base for AI Memory Demand
▪ The company to invest 35.2 trillion won in Yongin “Y2” fab and 19.1 trillion won in the Cheongju “M17” fab ▪ To execute mid-to-long-term investment strategy… Y2 to open cleanroom in June 2029 and M17 in December 2028 ▪
Samsung Unveils Next-Gen 3D-Memory Vision at FMS 2026, Charting the Future of AI Infrastructure
Samsung Electronics a global leader in advanced memory technology, today showcased its latest AI memory innovations at Future of Memory and Storage (FMS) 2026 in Santa Clara, California. With broad expertise spanning DRAM, NAND, enterprise storage and relevant advanced semiconductor technologies, Samsung presented its latest AI memory portfolio and technology roadmap, including a preview of […]
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