Physicists have experimentally reconstructed the quantum probability distribution of an exciton for the first time using super-fast spectroscopy. By simultaneously capturing the spatial and momentum spreads of these short-lived quasiparticles, the work adds to our understanding of how excitons evolve in complex materials. According to members of the research team, this improved understanding could lead to advances in organic photovoltaic devices.

When light shines on materials such as insulators and semiconductors, the energy from these incident photons can sometimes promote electrons in the material to higher energy bands, leaving behind positively charged holes. The electron and hole can then bind together, forming a neutral excited quasiparticle known as an exciton.

Excitons play a key role in light harvesting in optoelectronics devices, but their quantum mechanical structure has proved notoriously difficult to study. Among other reasons, this is because the excited electrons decay back to their original states within just picoseconds (10^-12 s), and standard spectroscopic techniques are not fast enough to simultaneously probe the spatial dimensions of the quasiparticles’ orbits and their momentum profiles within that time limit.

Photoemission orbital tomography

In the new work, physicists led by Peter Puschnig of the University of Graz, Austria, together with colleagues at Marburg University and Forschungszentrum Jülich in Germany, got around this problem thanks to a technique called time-resolved photoemission orbital tomography (trPOT). This technique combines pump-probe photoemission spectroscopy with momentum microscopy and offers resolution at the femtosecond (fs, 10^-15 s) scale, making it well-suited to capturing the exciton wavefunction.

Puschnig and colleagues began by applying an ultrashort normal-incidence laser pulse with an energy of 2.35 eV to an organic semiconductor called alpha-sexithiophene, which is employed in optoelectronic applications such as solar cells. This pulse generated the excitons. The next step was to eject the electrons from these excitons using a second, linearly polarized laser pulse with a relatively high energy of 21.7 eV. This process is known as photoemission.

“If we then measure the energy and direction of the ejected electrons, theoretical models allow us to infer their quantum-mechanical state,” Puschnig explains. “And by varying the time between the first and second laser pulses, we are able to obtain snapshots of the exciton at different times after its creation.”

The team found that the exciton in the sexithiophene films initially extends over a distance of approximately 1.5 nm, or roughly three molecules. Within 400 fs of its creation, though, its size contracts by about 25%. “What makes this particularly exciting is that we are not just measuring an energy or lifetime but are also gaining access to the quantum-mechanical wave function of the exciton itself, including its spatial structure and phase,” Puschnig says.

Coordinating demanding experiments and theory

Puschnig says the idea for the experiment grew out of the team’s earlier work on photoemission orbital tomography (POT), including a 2021 proof-of-principle study showing that it could be extended into the ultrafast regime. “The main challenge was coordinating demanding experiments and theory: producing well-defined molecular films; transporting them under ultra-high vacuum from Jülich to Marburg in a vacuum suitcase; performing ultrafast photoemission measurements; and carrying out computationally intensive ab-initio calculations in Graz to interpret the data,” he adds.

The work, which is detailed in Physical Review X, provides a new way to study excitons directly in real space and follow their quantum-mechanical evolution in time. According to the researchers, it could help us understand how excited states evolve into charge-separated states in the donor/acceptor systems that occur in organic photovoltaics, where the electron and hole can begin to separate after photoexcitation.

The researchers say their next goal is to move from the relatively simple exciton they studied to more complex systems. “We want to observe how charge-separation processes are controlled by the molecular and electronic structure of a material,” Puschnig tells Physics World. “Doing this will be particularly interesting because charge separation is the crucial step between absorbing a photon and generating a usable electrical current in an organic solar cell.”

The post Exciton wavefunctions come into view appeared first on Physics World.

Battery storage is advancing rapidly, but technology alone doesn’t make a project investable.

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This edition of Inside Electronics with Penguin Solutions delves into high-performance storage and compute.

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Apple has spent more than a year developing its own game controllers and is likely to sell them under the Beats name rather than its main brand, according to Bloomberg News‘ Mark Gurman.

The project is being led by Beats executives on both product conception and engineering, Gurman reported in his Power On newsletter. Apple sees dedicated controllers as a growing market and wants a piece of it, after years of selling third-party options such as Backbone and SteelSeries devices through its own channels.

The effort follows code references that surfaced earlier this month in a macOS beta, pointing to two unreleased first-party controllers identified as T6502 and T1057. Those listings described conventional gamepad hardware, including a D-pad, dual analog thumbsticks, face buttons, shoulder buttons, analog triggers, and haptic motors. One model appears wired; the other is described as adding Bluetooth, motion sensors, and richer haptic feedback.

Gurman said the Beats label is a strategic fit. Apple has already used the subsidiary — acquired in 2014 — for iPhone cases, USB-C cables, and other accessories that sit below the materials, finishes, and prices associated with the Apple brand. A controller aimed at a broad audience would need to stay relatively affordable, which argues against the premium approach typical of Apple-branded hardware. The culture around gaming accessories also aligns more naturally with Beats than with Apple’s core lineup, he wrote.

No pricing, design details, or launch window have been disclosed. Existing Made for iPhone controllers and console pads from PlayStation and Xbox already work with Apple devices; a first-party option could still tighten the company’s grip on mobile and Apple TV gaming as more demanding titles arrive on iOS and Mac.

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OpenAI Goes After Industry Verticals OpenAI is steering its models into specialised industries and undercutting open-source rivals on

For more than a decade, scientists have known that strange bacteria living in aquatic mud can conduct electricity along distances thousands of times longer than a single bacterial cell. Such long-range electrical conduction should be extraordinarily difficult for a living organism, and how they accomplish the feat has remained a biological mystery.

Now, researchers say they have found the wiring. Inside so-called cable bacteria, scientists have discovered an elaborate network of nickel-rich nanoribbons arranged into what amounts to a naturally grown electrical cable.

The structure is unlike the conventional machinery biology normally uses to move electrons and may represent the first known example of a metal-organic framework produced by a living organism.

What surprised lead study author Dr. Filip Meysman, a professor at the University of Antwerp in Belgium, most was not how alien the structure looked, but how familiar it was.

“It had a very familiar feeling: a braided wire consisting of thin individual wires surrounded by a protective shell layer,” Meysman told The Debrief. “This is very similar to the power cords that we use to charge our smartphones, only the cable bacterial version is 20,000 times smaller in size. Evolution came up with this design 600 million years earlier than electrical engineers.”

Meysman’s comparison is not simply rhetorical. Molecular-clock estimates suggest the cable bacteria lineage may have diverged roughly 560 million years ago, although when their unusual electrical capabilities evolved is still unknown.

Published in Nature Communications, the findings could eventually provide researchers with a biological blueprint for creating flexible, biodegradable electronics that organisms effectively manufacture themselves.

Cable bacteria first attracted scientific attention because of their outstanding ability to move electrons over centimeter-scale distances. The multicellular organisms live in sediments where different layers offer different chemical resources. Cells buried deeper can harvest electrons from sulfide, while cells closer to oxygen-rich water dispose of them.

The result is an organism that successfully separates parts of its metabolism across space, with electrical current passing along the filament connecting them.

Scientists eventually identified dozens of parallel fibers running through the bacteria’s outer layers as the likely electrical pathways. Measurements later showed conductivity reaching levels unusual for any biological material and, in some experiments, comparable to materials used in electronic inks. The new study notes previously reported conductivity values reaching up to 500 siemens per centimeter.

But knowing where the current traveled was not the same as knowing how it traveled.

Most biological electron conduction relies on proteins containing metal-bearing cofactors, commonly iron-containing structures such as hemes or iron-sulfur clusters. Electrons typically move between those sites in a sequence of molecular transfers often described as “hopping.”

Previous research showed that cable bacteria did not fit neatly into that model. Their conducting fibers were associated with sulfur-bound nickel rather than the usual iron cofactors. At the same time, theoretical work suggested electron movement was too fast to be explained by conventional non-adiabatic hopping alone.

The mystery deepened in 2024, when some of the same researchers examined cable bacteria at temperatures approaching that of liquid helium and found that their electrical behavior matched an unusually efficient multistep hopping mechanism. But even then, the extraordinary conductivity challenged standard models of electrons simply hopping between isolated molecular sites.

The new structural work may help explain why.

Rather than a series of small, separated metal cofactors, the researchers have now found an extended nickel-organic structure running through the conductive fibers.

Using electron microscopy, X-ray fluorescence, Raman spectroscopy, electron paramagnetic resonance, X-ray absorption spectroscopy, and computer modeling, the team found that each conductive fiber contains roughly 11 extraordinarily thin nanoribbons, about 1.4 nanometers across.

Those ribbons pass through the center of the fiber and are built from repeating nickel bis-dithiolene complexes, which the researchers call NiBiD. Nickel atoms are linked through sulfur-containing organic molecules, creating planar units that appear to stack into an extended, highly ordered electrical pathway.

That arrangement may explain the extraordinary conductivity. Rather than electrons simply jumping between isolated metal centers, the stacked structure creates extensive electronic interaction and delocalization, allowing charge to spread across overlapping molecular networks. In that sense, the bacterial wire begins to resemble an organic electronic material more than a conventional biological electron-transfer chain.

The arrangement also appears mechanically well-suited to the bacteria’s lifestyle.

Cable bacteria move through sediment and can bend sharply while maintaining electrical contact between cells. A single rigid conducting strand could be vulnerable to damage. Multiple intertwined nanoribbons, however, offer something closer to braided copper wire: strength, flexibility, and redundancy at the same time.

The discovery also appears to broaden scientists’ understanding of what biology can manufacture.

Metal-organic frameworks, or MOFs, are structures in which organic molecules link together metal centers into larger networks. Chemists have spent years designing them for uses ranging from gas storage and chemical separation to catalysis and electronics.

Until now, the researchers say, no one had observed a metal-organic framework configuration naturally constructed inside a living organism.

Cable bacteria appear to have arrived at the idea on their own, and this natural version appears to conduct electricity exceptionally well.

Previous electrical conductivity measurements of cable bacteria used the entire cross-section of their conductive fibers. But the new structural work indicates that the current is concentrated within a much smaller network of nanoribbons.

Recalculating conductivity based on the estimated dimensions of those conducting channels, the researchers found that an individual nanoribbon could have a conductivity of roughly 150 to 15,000 siemens per centimeter.

That range, the researchers say, ranks among the highest reported for any metal-organic structure. The upper figure remains an estimate, however, instead of a direct measurement of a single nanoribbon.

“We need to be able to isolate the individual nanoribbons from the cable bacteria and connect them electrically with electrodes,” Dr. Meysman explained. “This would provide the direct proof of the high conductivity. We are currently working on such nanoscale electrical measurements.”

Doing so would let researchers determine whether the extraordinary conductivity predicted for an individual nanoribbon holds up experimentally.

If it does, the technological implications could extend well beyond understanding an unusual microbe.

Researchers have long been interested in bio-based electronics because living systems can manufacture sophisticated materials through self-assembly while operating under relatively mild conditions. Biological materials can also be flexible and potentially biodegradable.

Their weakness has usually been electrical performance. Cable bacteria suggest nature may have found a way around that tradeoff.

Scientists still do not know exactly how cable bacteria biosynthesize the nickel-organic framework, and parts of the nanoribbon architecture remain unresolved.

But evolution has already solved one problem materials scientists would like to reproduce: how to build a highly conductive, flexible electrical pathway largely from organic components under biological conditions.

Dr. Meysman says one especially promising possibility is flexible printed electronics, where conductive inks are deposited onto surfaces to create circuits, sensors, and other electronic components.

“The material produced by the bacteria provides a flexible and conductive material, and so flexible printed electronics—conductive inks—emerges as a promising application domain,” Dr. Meysman said.

“The challenge is to demonstrate that the biomaterial can be made in a cost-effective fashion,” Meysman added, “and that it has the same—or even better—properties than the electronic ink materials currently in use.”

Ultimately, for hundreds of millions of years, bacteria buried in mud may have been growing microscopic power cables.

Scientists are only now beginning to understand how they work.

The study, “Highly efficient long-range conduction through a biosynthetic nickel-organic framework,” appeared in Nature Communications.

Tim McMillan is a retired law enforcement executive, investigative reporter and co-founder of The Debrief. His writing typically focuses on defense, national security, the Intelligence Community and topics related to psychology. You can follow Tim on Twitter: @LtTimMcMillan.  Tim can be reached by email: tim@thedebrief.org or through encrypted email: LtTimMcMillan@protonmail.com 

Leading chipmakers Samsung Electronics and Taiwan Semiconductor Manufacturing Co. announced plans to adopt ASML’s latest chipmaking machines in the next several years—and they also joined Intel in agreeing to a crucial technology change that could boost chip production on the new machines by 40 percent.

This signifies the semiconductor industry’s broader embrace of high NA EUV photolithography technology that can cost up to $400 million per machine and is only provided by the Dutch technology company ASML, Bloomberg reports. The technology would allow chip designers to implement even smaller features in potentially more powerful and efficient next-generation chips produced for AI data centers and consumer electronics such as smartphones, tablets, and laptops.

ASML’s EUV (extreme ultraviolet) lithography machines enable chipmakers to use powerful laser light to imprint patterns in silicon wafers, layer by layer, and gradually form the computer circuitry that makes silicon chips work. Compared to older deep ultraviolet lithography, EUV technology harnesses a more powerful source of light with a shorter wavelength to create even smaller features on silicon wafers.

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Leading chipmakers Samsung Electronics and Taiwan Semiconductor Manufacturing Co. announced plans to adopt ASML’s latest chipmaking machines in the next several years—and they also joined Intel in agreeing to a crucial technology change that could boost chip production on the new machines by 40 percent.

This signifies the semiconductor industry’s broader embrace of high NA EUV photolithography technology that can cost up to $400 million per machine and is only provided by the Dutch technology company ASML, Bloomberg reports. The technology would allow chip designers to implement even smaller features in potentially more powerful and efficient next-generation chips produced for AI data centers and consumer electronics such as smartphones, tablets, and laptops.

ASML’s EUV (extreme ultraviolet) lithography machines enable chipmakers to use powerful laser light to imprint patterns in silicon wafers, layer by layer, and gradually form the computer circuitry that makes silicon chips work. Compared to older deep ultraviolet lithography, EUV technology harnesses a more powerful source of light with a shorter wavelength to create even smaller features on silicon wafers.

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© Michel de Heer | ASML

DARPA’s experts chatted with Andy about Lift Challenge 1.0, providing design analyses and unique insights on the innovation process and what Lift Challenge 2.0, announced today, might entail.

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Most people can perceive different colours in the visible range of the electromagnetic spectrum – at wavelengths between about 400 and 700 nm. However, our eyes cannot see infrared radiation, let alone perceive infrared “colours”. But now a team at China’s Beijing Institute of Technology has created colloidal quantum dot-based light upconverters that convert the infrared to the visible while preserving the spectral notion of colour. These nanostructures can be incorporated into wearable eyeglasses and, more ambitiously, could someday be implanted directly into the retina.

Photoreceptors in mammalian eyes contain light-absorbing pigments consisting of opsins and their covalently linked retinals. Infrared light at wavelengths greater than 700 nm cannot be absorbed by these photoreceptors, so when such light reaches the retina no corresponding electric signal is sent to the brain. Seeing infrared radiation could reveal otherwise invisible features and improve night vision, which relies on infrared light.

In recent years, researchers have made great strides in developing materials that capture photons with lower energies (in the infrared, for example) and re-emit them as photons with higher energies (typically visible or ultraviolet light). This process is known as upconversion, and the emitted light is said to be anti-Stokes shifted. This has led to the development of photoreceptor-binding upconversion nanoparticles that convert infrared light into visible emissions. These have been injected into mouse eyes and have been used to create wearable lenses for humans – with nonlinear upconversion projecting infrared-transformed visible light onto the cornea. While effective, these applications are limited to the narrow near-infrared (NIR) spectral range.

Confined electrons

Now, a team led by Ge Mu and Xin Tang studied a structure made up of semiconducting mercury telluride (HgTe) colloidal quantum dots (CQDs) atop an organic light-emitting diode (OLED). The OLED contains two light-emitting layers, one red-light-emitting and one cyan-light-emitting. Because of the small size of the CQDs, the electrons in them are confined in all three directions. This means that the electrons are restricted to discrete and separate atomic-like energy subbands rather than having access to a continuous band of allowed energies as they would in a bulk material.

When the CQDs absorb photons with infrared wavelengths, spanning the NIR to short-wave infrared regions, they produce excited carriers (electrons and holes) that then travel from their different energy levels into the OLED. This is a seamless process because the OLED is designed so that its electronic bands align with the sub-bands of the HgTe. When either the light intensity or the wavelength of the incident infrared light changes, explains Tang, the excited photocarriers are transported and recombined in the different emissive layers of the OLED thanks to the hole-trapping barriers that were engineered in these layers. The result is infrared-to-visible-light (red and cyan) upconversion.

Semi-transparent wearable eyeglasses

As a proof-of-concept, the researchers integrated their upconverter into lightweight, semi-transparent wearable eyeglasses and found that they can project multispectral infrared light onto the retina without affecting normal vision, so allowing the wearer to see infrared light as well as visible light. Indeed, a wearer can detect infrared light at wavelengths greater than 2 μm with a luminance of over 700 cd m⁻².

Looking ahead, Tang says that the upconverter could be bound to light-sensitive proteins in the retina and so serve as an implantable next-generation retinal bionic photoreceptor. This structure would transform infrared light into visible light emissions that stimulate light-sensitive proteins on retinal neurons to bypass damaged photoreceptor cells and potentially restore visual function across both the visible and infrared.

This full colour upconverter has been a long-term project in my group, Tang tells Physics World. “Starting from an efficient single-colour upconverter, we then successfully demonstrated colour-tuneable OLEDs and Si-/Ge-/CMOS-integrated upconverters. And with our recent progress on the understanding of interfacial carrier transport between quantum dots and colour-tuneable OLEDs, we have now demonstrated this new full-colour upconverter.”

The latest work is detailed in Science Advances.

The post Upconverting colloidal quantum dots bring ‘colour vision’ to the infrared appeared first on Physics World.

Researchers at Kyushu University in Japan have developed a flexible electronic circuit that can connect itself to another electronic circuit and then disconnect from it. The prototype structure is an important step towards electronic devices that can reconfigure and even repair themselves, and it could have applications in wearable sensors, soft robotics and medical devices.

Most of today’s electronic devices are fixed, or “non-modular”, explains study leader Fumihiro Sassa of Kyushu University’s Department of Electrical and Electronic Engineering. Typically designed for specific tasks or environments, they are not readily adaptable to new ones, and they often cease to function if even a single component in their electronic circuitry fails. This leaves them dependent on human operators or external robotic systems if it becomes necessary to expand their functionality or repair damage.

“This can be a serious limitation inside very small machines, in space equipment, in devices requiring specialized handling, such as wearable chemical sensors, or in systems containing very large numbers of wires and electronic elements,” Sassa explains. “In such cases, in-situ repair can be difficult. The whole system may need to be replaced.”

Connection and disconnection

To overcome this problem, the Kyushu University researchers have been developing what they term “kinetic electronics” modules. These consist of electronic circuits and actuators that deform when an electrical current is applied to them so that they can mechanically and electrically connect to other modules. Before this connection takes place, different modules are separate, but after connection or “docking” takes place, one module can independently deform another when power is supplied through the point that connects them.

In this way, explains Sassa, the circuits can rearrange their own hardware structure. “Such functions have traditionally been used in mechanical systems, such as spacecraft, trains and modular robots, but we have now applied them to an electronic device.”

Sassa and colleagues fabricated their electrothermal bimorph actuators from polypropylene and polyimide films with heater electrodes and electrical circuits formed on them through a two-dimensional top-down process. Because the two polymers expand differently, Sassa explains that Joule heating causes selected actuator sections to bend. “Prescribed sequences of these motions produce docking and undocking and once docked, passive mechanical engagement maintains the connection without continuous power being supplied,” he says. “Undocking requires a separate actuation sequence.”

Towards miniaturization and more intelligent control

The researchers say they are working on miniaturizing their system and looking how to control it more intelligently. In the present study, which is detailed in npj Flexible Electronics, they demonstrated the docking mechanism using a small number of millimetre-scale independent sensors and actuators formed together on the circuit, with motion being controlled in sequence by an external microcontroller. They are now developing photolithographic processes to further decrease the size of these components and have already fabricated actuators smaller than 100 μm using these techniques.

“In a similar way to large-scale integration in conventional electronics, doing this will allow us to integrate very large numbers of these sensing and actuation elements, allowing the electronic circuit to form and change much more complex mechanical structures and functions,” says Sassa.

“We are also interested in so-called distributed control, in which the central controller does not need to specify every movement,” he adds. “Instead, many elements would follow relatively simple local control rules, from which advanced self-reconfiguration and self-organization could emerge.”

The post ‘Kinetic electronics’ make self-connecting circuits appeared first on Physics World.

Anyone who has struggled with an arcade claw machine knows that controlling a mechanical arm is not as easy as it looks. Excavator operators face a much harder version of the same problem. They must coordinate several joystick movements to control the machine’s boom, arm, bucket and cab at the same time. Learning those controls […]

The post MIT’s New Excavator Controller Could Help Beginners Dig Like Experts appeared first on Knowridge Science Report.

SIM cards are normally trusted parts of our phones and other connected devices. But new research shows that if a SIM card is malicious or compromised, it could become a surprisingly powerful tool for attacking the device that contains it. Researchers from the University of Birmingham, working with cybersecurity company Fuzzware, investigated how hostile SIM […]

The post Your SIM Card Could Become a Hidden Door into Your Phone, Car or EV Charger appeared first on Knowridge Science Report.

As data centers gobble up memory chips, other industries that need the components, including electronics companies like Apple and medical device makers, are asking for government help.

Researchers observed a hidden state triggered by light forming within 30 femtoseconds. A pulse of light sent a metal-organic framework into a hidden electronic state in just 30 femtoseconds. By watching the transformation almost as it happened, researchers uncovered a fleeting intermediate stage that appears to guide the material into its new state. The work [...]

A team of biomedical engineers have developed a fully flexible light sensor that precisely detects changes in the

Electrical interconnects may very well be the unsung heroes of modern microchips. These tiny wires – typically made

RAM production capacity at Samsung Electronics, SK hynix, and Micron Technology is reportedly committed through the end of 2027, leaving consumer electronics manufacturers with little room to secure additional memory outside existing supply agreements.

Industry reports indicate that the three dominant manufacturers have allocated their available DRAM and high-bandwidth memory production for next year. Long-term contracts with cloud companies, AI chip developers, automakers, and device manufacturers have effectively reserved the output those suppliers expect to produce.

The claim does not mean every RAM module that will be sold in 2027 has already been manufactured or purchased by a consumer. It refers to future production capacity being assigned to customers before the chips leave the factory.

It also does not cover every memory producer worldwide. Chinese manufacturer ChangXin Memory Technologies, known as CXMT, and several smaller suppliers continue to produce DRAM. However, Samsung, SK hynix, and Micron control most of the advanced global DRAM market, making their available capacity the primary constraint for companies such as Apple.

RAM Production Is Already Committed

Selling out a year of production capacity means manufacturers have received enough contractual commitments to allocate the output they expect from their factories. Customers may have reserved specific volumes, product types, or manufacturing capacity under agreements that include minimum purchases and pricing protections.

Micron has been shifting toward this model through strategic customer agreements. The company disclosed 16 multiyear deals covering customers across data centers, consumer devices, automotive products, and industrial equipment.

Those agreements typically run for several years and include binding volume commitments. Some use fixed prices, while others establish price floors and ceilings. Micron has said that its signed contracts represent approximately $100 billion in expected revenue over their remaining terms.

Such agreements give memory manufacturers more predictable revenue than the traditional DRAM cycle, in which aggressive expansion frequently created excess supply and collapsing prices. They also give large buyers assurance that chips will be available for planned products.

The disadvantage falls on customers that did not reserve enough capacity early. A company needing more memory than its contract provides may have to pay higher prices, accept a different specification, delay production, or find another qualified supplier.

SK hynix CEO Kwak Noh-jung has described 2027 as potentially the worst year in the memory industry’s history from a supply perspective. He expects customer demand to remain above the company’s production capacity beyond 2030, despite major investments in new factories.

Samsung has issued a similar warning, expecting the constraints to become more severe in 2027 and continue into 2028. Analysts at UBS have projected that the DRAM market could remain undersupplied until at least the second quarter of 2028.

AI Memory Consumes More Factory Capacity

The shortage originates primarily from the rapid expansion of artificial intelligence infrastructure. AI accelerators require high-bandwidth memory, or HBM, to move large amounts of data between memory and processors at extremely high speeds.

HBM and the LPDDR memory used in Apple devices are different products. An iPhone or Mac is not competing directly for the same finished memory package installed beside an Nvidia AI accelerator.

They still depend on overlapping manufacturing resources. HBM begins with advanced DRAM dies, and producing a given capacity of stacked HBM consumes considerably more wafer output and packaging resources than conventional memory. Suppliers have also concentrated spending, equipment, and engineering work on the more profitable AI segment.

Every production line converted or optimized for HBM can reduce the industry’s flexibility to make standard server DRAM, PC memory, or mobile LPDDR. New investment may increase total memory output while doing little to relieve the parts of the market serving phones and personal computers.

Cloud companies are willing to enter multiyear agreements and make large financial commitments because a shortage of memory can leave costly AI processors unused. Memory manufacturers therefore have a powerful incentive to prioritize these customers over consumer device companies seeking lower component prices.

The pressure is also moving beyond HBM. AI servers need large quantities of conventional DDR5 memory, while storage systems supporting model training and inference consume enterprise NAND flash. This spreads the shortage across several categories that were previously less exposed to AI infrastructure spending.

Apple Faces Expensive Supply Decisions

Apple purchases enormous volumes of LPDDR memory for the iPhone and iPad, along with memory used across the Mac, Apple Watch, Vision Pro, Apple TV, and HomePod product families. Its size gives it substantial negotiating power, but it cannot purchase capacity that suppliers have already assigned to other customers.

The company has acknowledged that memory prices are continuing to rise. Tim Cook recently characterized the pricing environment as a “hundred-year flood” and said Apple expects to pay more for memory during the September quarter.

Apple has already raised prices across several Mac and iPad models while reducing or removing some high-memory Mac configurations. Although memory availability is not the sole influence on every product decision, eliminating configurations can help a manufacturer concentrate limited components around the models expected to sell in larger volumes.

The design of Apple silicon makes memory allocation especially sensitive. Unified memory is integrated closely with the processor package and cannot be upgraded after purchase. Apple must decide how many chips to secure for each configuration long before customers begin ordering those machines.

A shortage can therefore affect more than the cost of an individual RAM component. It can influence base memory capacities, upgrade pricing, the number of configurations offered, production volume, and the timing of product introductions.

Apple can absorb part of the increase through its margins, negotiate longer agreements, adjust retail pricing, or redesign its product mix. Each option carries a cost. Absorbing higher prices reduces profit per device, while passing them to customers could weaken demand. Restricting configurations risks pushing professional users away from Macs that no longer offer enough unified memory.

The company is reportedly evaluating DRAM from CXMT for products sold in China. Adding a fourth major source could improve access to conventional memory, but qualification takes time because Apple must confirm performance, reliability, manufacturing consistency, and compatibility with its hardware.

The political environment creates another obstacle. US lawmakers have raised national security concerns about American companies purchasing memory from Chinese semiconductor manufacturers. Apple could consequently find that a supplier is technically suitable for China-market products but difficult to introduce across its international supply chain.

Sold Out Does Not Mean Stores Will Be Empty

The reported capacity commitments do not guarantee a universal shortage of finished devices. Apple and other major manufacturers will still receive memory under agreements they have already negotiated.

Products can also continue reaching stores while component prices rise. Manufacturers may reduce discounts, increase retail prices, limit premium configurations, or give priority to their most profitable devices before allowing a shortage to stop production completely.

Contracted capacity can change if customers reduce orders or if AI infrastructure investment slows. Memory makers could redirect production between customers and product categories, although converting lines and qualifying different chips cannot happen immediately.

CXMT could also expand faster than expected, particularly in mainstream DRAM. Its products have reportedly attracted interest from HP, Asus, Acer, Dell, Lenovo, and Apple as established suppliers devote more resources to AI memory. CXMT is unlikely to replace the combined output of Samsung, SK hynix, and Micron during 2027, but it may provide an alternative for products sold outside the United States.

New production facilities offer little immediate relief. Semiconductor factories require construction, equipment installation, process development, yield improvement, and customer qualification before reaching dependable volume.

Micron expects the first wafer output from its initial new Idaho facility around the middle of 2027, with a second facility following in late 2028. Those first wafers will still need to pass through the production ramp and customer qualification process, leaving much of their effect on available device memory for 2028 and later.

The post RAM Production Capacity Is Reportedly Sold Out Through 2027 appeared first on AppleMagazine.

Sometimes the smartest way to make a medical device smaller isn't to shrink it—it's to fold it.

Is the electric grid losing the race to keep up with surging demand for power? In this podcast, we discuss how battery energy storage systems could help.

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