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Tech Industry Manufacturing Semiconductors Intel patent reveals new XBM memory architecture that ditches HBM's costly silicon interposer — backend-transistor DRAM stack uses UCIe links and built-in repair to ease AI's memory bottleneck News By Etiido Uko Published 2 days ago The patent was filed 18 months ago, and there's no further indication of ongoing development (Image credit: Intel) Share

Semiconductor Memory Technology HBM XBM Architecture UCIe Interface Backend Transistor AI Memory Bottleneck Chip Packaging

Intel patent reveals new XBM memory architecture that ditches HBM's costly silicon interposer

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tomshardware.com 2026-07-07 Etiido Uko

Intel’s XBM patent proposes an HBM alternative that uses backend-transistor DRAM, UCIe chiplet links, and repair logic to reduce packaging costs and complexity.

Semiconductor Memory High-Bandwidth Memory HBM Silicon Interposer Memory Architecture Intel Patent UCIe Interface BEOL Technology

AI Inference Pushes Memory Beyond DRAM and HBM - EE Times Asia

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news.google.com 2026-07-07 EE Times Asia

MU, SNDK, DRAM Dip Overnight As Memory Stocks Feel Weight Of Samsung’s Post-Earnings Selloff - Yahoo Finance

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finance.yahoo.com 2026-07-07 Yahoo Finance

MU, SNDK, DRAM Dip Overnight As Memory Stocks Feel Weight Of Samsung’s Post-Earnings Selloff MU, SNDK, DRAM Dip Overnight As Memory Stocks Feel Weight Of Samsung’s Post-Earnings Selloff · Stocktwits Yuvraj Malik Mon, July 6, 2026 at 7:34 PM PDT 3 min read 005930.KS +0.18% MU +1.11% SNDK +6.77% WDC +3.42% Explore stocks on Coinbase Trading disclosure MU and SNDK stocks dropped around 4.5% in overn

Semiconductor Industry Memory Chips Samsung Electronics Micron Technology SanDisk Semiconductor Market AI Servers Chip Stocks

Ingenic says DRAM foundry capacity strain won't ease until 2H27

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digitimes.com 2026-07-07

China memory makers are diverging in their outlook as AI demand keeps the global memory market tight. After GigaDevice recently issued an unusual risk warning, Beijing-based special memory and embedded processor maker Ingenic said global DRAM foundry capacity remains broadly constrained and is unlikely to improve before the second half of 2027.

Memory prices rebound as supply tightens, with global buyers facing higher costs

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digitimes.com 2026-07-07

Global markets are likely to feel the effects of a renewed rise in memory prices, as tighter supply and early inventory buying lift DRAM and NAND prices again in mid-June 2026. The trend could ripple through smartphones, PCs, and servers, while Apple's possible sourcing shifts may influence pricing across the wider semiconductor industry.

Samsung Electronics second-quarter operating profit surges on AI memory boom

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digitimes.com 2026-07-07

Samsung Electronics reported a sharp jump in second-quarter operating profit, underscoring how global demand for artificial intelligence infrastructure is reshaping the memory-chip market. The result matters far beyond South Korea, as higher DRAM and NAND prices affect data-center spending, device costs, and the pace of the worldwide AI buildout.

U.S. court doubts DRAM collusion as HBM shift explains price surge - CHOSUNBIZ - Chosunbiz

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biz.chosun.com 2026-07-07 Chosunbiz

By Hwang Min-gyu Published 2026.07.07. 06:00 Updated 2026.07.07. 11:07 Dram production plants of Samsung Electronics, SK hynix, and Micron./Courtesy of each company Let's assume there are only three bakeries that supply bread in a village. As it happened, more young people in the village started getting married, wedding cake orders surged, and all three bakeries shifted their ovens to wedding ca

DRAM price fixing High Bandwidth Memory (HBM)Semiconductor market US court AI chip demand Memory semiconductor Legal case Semiconductor regulation

TSMC’s Winbond DRAM Deal Isn’t Domination, It’s Insurance. Here’s What It Actually Means for Chip ETFs - Yahoo Finance

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news.google.com 2026-07-06 Yahoo Finance

TSMC's Winbond DRAM Deal Isn't Domination, It's Insurance. Here's What It Actually Means for Chip ETFs - 24/7 Wall St.

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news.google.com 2026-07-06 24/7 Wall St.

AMD Puts DRAM in the Chip Package to Save Board Space and Dodge the HBM Crunch - Tech Times

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news.google.com 2026-07-06 Tech Times

[News] Micron Breaks Ground on Hiroshima Fab Expansion, Scaling 1γ DRAM and HBM Output as Equipment Set for 2H28 - TrendForce

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news.google.com 2026-07-06 TrendForce

Samsung said to seek up to 20% DRAM price hike as AI demand tightens supply

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digitimes.com 2026-07-06

Samsung Electronics is negotiating with customers to raise average selling prices for commodity DRAM by as much as 20% in the third quarter of 2026 from the prior quarter, according to ZDNet Korea, which cited industry sources.

Micron Technology Inc. (MU) Sued Over Skyrocketing DRAM Prices amid AI Boom - Yahoo Finance

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news.google.com 2026-07-06 Yahoo Finance

CXMT Could Give Apple One More Reason To Pursue A DRAM Partnership, As Chinese Firm Is Working On A Game-Changing High-Density Memory Without Using EUV - Wccftech

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news.google.com 2026-07-05 Wccftech

CXMT Could Give Apple One More Reason To Pursue A DRAM Partnership, As Chinese Firm Is Working On A Game-Changing High-Density Memory Without Using EUV - Wccftech

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news.google.com 2026-07-05 Wccftech

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