Micron this week introduced its first 512GB DDR5-9200 memory module that is designed for servers used for applications that demand a lot of memory. The new modules — which are currently being validated by AMD and Intel with their next-generation server platforms — will enable server makers to build machines with up to 12TB of fast memory. What remains to be seen is the price of such modules and servers.
To build its 512GB DDR5 RDIMM, Micron uses advanced packaging that stacks multiple DRAM dies vertically and connects them using through-silicon vias (TSVs). The company does not disclose which memory devices and how many of them it uses, but claims that a single 512GB RDIMM consumes over 60% less operating power than four 128GB modules — based on 16.0W for one 512GB module compared with the 44.2W total for four 128GB modules — which suggests that we are dealing with fairly advanced ICs.
Micron's 512GB module is not the industry's first 512GB DDR5 RDIMM — that achievement belongs to Samsung — but it is certainly the industry's first 512GB module certified to operate with a 9200 MT/s data transfer rate with standard 1.1V voltage (which implies on usage of Micron's 16Gb DDR5-9200 devices made on its 1γ (1-gamma) fabrication process that uses EUV lithography and consumes 20% less power than predecessors, though we are speculating).
Truth to be told, 512GB DDR5 memory modules are rather niche products, which is perhaps why Samsung's 512GB RDIMMs formally introduced in 2021 have not become widespread even after AMD and Intel introduced processors with over 100 cores. Micron positions its 512GB DDR5 RDIMM primarily for servers running analytics, in-memory databases, simulations, virtualization, agentic AI, and other workloads demanding high-core-count processors and plenty of memory. As processors with 200 or more cores emerge, 512GB modules may become more relevant as 12TB of memory in a server running two 256-core CPUs means 24GB per core, which no longer looks particularly excessive for applications like in-memory databases, analytics, or caching.
Micron claims that in memory-constrained Spark Support Vector Machine (SVM) analytics workloads, systems featuring 512GB memory modules can provide up to 1.4 times the performance of configurations equipped with 256GB DDR5 modules, though the company does not disclose how much memory in total these systems use. Micron also says the higher-capacity memory can increase throughput and concurrency for memory-intensive database and caching applications such as RocksDB and Redis.
AMD and Intel are working with Micron to qualify the new modules for their upcoming server platforms. Micron plans to begin volume production of its 512GB DDR5 RDIMMs sometime in the second half of 2027 and intends to align the schedule with customer requirements.
One of the more pressing questions about Micron's 512GB DDR5-9200 memory modules is their price. A 256GB DDR5-6400 RDIMM currently retails for around $19,000. Given the unique proposition that 512GB modules have for memory-constrained applications, such modules can cost significantly more than 256GB memory sticks, which will not help their broad adoption.
É, meus amigos… A crise causada pelo aumento dos custos de chips de memória e armazenamento atingiu o produto mais consolidado da Apple, o iPhone.
A empresa atualizou, há pouco, a Apple Store Online com os novos valores praticados para os smartphones que já estavam em linha antes da chegada dos iPhones 18 Pro/18 Pro Max e Duo. E sim, nem o 17e escapou!
Como já era de se esperar, esses aumentos se refletiram em vários outros países onde a Apple atua, como o Brasil.
Confira as tabelas com os preços antigos e os novos! 🤑
Nos EUA
iPhone 16 e 16 Plus
Modelo
Preço anterior
Preço novo
Variação
16 de 128GB
US$700
US$800
+14,3%
16 Plus de 128GB
US$800
—
—
16 Plus de 256GB
US$900
—
—
Como podemos observar, apenas uma configuração do iPhone 16 está disponível. O 16 Plus foi descontinuado.
iPhone 17e
Modelo
Preço anterior
Preço novo
Variação
256GB
US$600
US$700
+16,7%
512GB
US$800
US$900
+12,5%
iPhone 17
Modelo
Preço anterior
Preço novo
Variação
256GB
US$800
US$900
+12,5%
512GB
US$1.000
US$1.100
+10%
iPhone Air
Modelo
Preço anterior
Preço novo
Variação
256GB
US$1.000
US$1.100
+10%
512GB
US$1.200
US$1.300
+8,3%
1TB
US$1.400
US$1.700
+21,4%
iPhones 17 Pro/17 Pro Max vs. iPhones 18 Pro/18 Pro Max
Modelo
Preço
Modelo
Preço
Variação
17 Pro de 256GB
US$1.100
18 Pro de 256GB
US$1.200
+9%
17 Pro de 512GB
US$1.300
18 Pro de 512GB
US$1.400
+7,6%
17 Pro de 1TB
US$1.500
18 Pro de 1TB
US$1.800
+20%
—
—
18 Pro de 2TB
US$2.400
—
17 Pro Max de 256GB
US$1.200
18 Pro Max de 256GB
US$1.300
+8,3%
17 Pro Max de 512GB
US$1.400
18 Pro Max de 512GB
US$1.500
+7,1%
17 Pro Max de 1TB
US$1.600
18 Pro Max de 1TB
US$1.900
+18,8%
17 Pro Max de 2TB
US$2.000
18 Pro Max de 2TB
US$2.500
+25%
Apple Watches
Curiosamente, a Apple mexeu apenas nas versões com as caixas maiores do Apple Watch Series 12 — ou seja, os modelos de 42mm seguem os mesmos preços. O SE 3 e o Ultra 4 seguem intactos.
Modelo
Preço
Modelo
Preço
Variação
Series 11 (GPS, alumínio de 46mm)
US$430
Series 12 (alumínio de 46mm)
US$450
+4,6%
Series 11 (GPS + Cellular, alumínio de 46mm)
US$530
Series 12 (GPS + Cellular, alumínio de 46mm)
US$550
+3,8%
No Brasil
iPhone 16 e 16 Plus
Modelo
Preço anterior
Preço novo
Variação
16 de 128GB
R$6.800
R$7.000
+2,9%
16 Plus de 128GB
R$8.500
—
—
16 Plus de 256GB
R$9.300
—
—
iPhone 17e
Modelo
Preço anterior
Preço novo
Variação
256GB
R$5.800
R$6.000
+3,4%
512GB
R$7.300
R$7.500
+2,7%
iPhone 17
Modelo
Preço anterior
Preço novo
Variação
256GB
R$8.000
R$8.300
+3,7%
512GB
R$9.500
R$9.800
+3,1%
iPhone Air
Modelo
Preço anterior
Preço novo
Variação
256GB
R$10.500
R$11.000
+4,7%
512GB
R$12.000
R$12.500
+4,1%
1TB
R$13.500
R$15.500
+14,8%
iPhones 17 Pro/17 Pro Max vs. iPhones 18 Pro/18 Pro Max
Modelo
Preço
Modelo
Preço
Variação
17 Pro de 256GB
R$11.500
18 Pro de 256GB
R$12.000
+4,3%
17 Pro de 512GB
R$13.000
18 Pro de 512GB
R$13.500
+3,8%
17 Pro de 1TB
R$14.500
18 Pro de 1TB
R$16.500
+13,7%
—
—
18 Pro de 2TB
R$21.000
—
17 Pro Max de 256GB
R$12.500
18 Pro Max de 256GB
R$13.000
+4%
17 Pro Max de 512GB
R$14.000
18 Pro Max de 512GB
R$14.500
+3,5%
17 Pro Max de 1TB
R$15.500
18 Pro Max de 1TB
R$17.500
+12,9%
17 Pro Max de 2TB
R$18.500
18 Pro Max de 2TB
R$22.000
+18,9%
Apple Watches
Modelo
Preço
Modelo
Preço
Variação
Series 11 (GPS, alumínio de 46mm)
R$5.899
Series 12 (GPS, alumínio de 46mm)
R$6.099
+3,4%
Series 11 (GPS + Cellular, alumínio de 46mm)
R$6.799
Series 12 (GPS + Cellular, alumínio de 46mm)
R$7.399
+8,8%
Não está nada fácil, infelizmente… 😭
iPhone 17 Pro Max
Cores: prateado, laranja-cósmico ou azul-intenso Armazenamento: 256GB, 512GB, 1TB ou 2TB
Material: alumínio ou titânio Cores: cinza-espacial, prateado, ouro rosa, preto brilhante, natural, dourado ou ardósia Tamanho: 42mm ou 46mm Conectividade: GPS ou GPS + Cellular Pulseiras: esportiva ou estilo milanês
NOTA DE TRANSPARÊNCIA: O MacMagazine recebe uma pequena comissão sobre vendas concluídas por meio de links deste post, mas você, como consumidor, não paga nada mais pelos produtos/serviços usando os nossos links de afiliado.
We're seeing 32GB DDR5 RAM prices regularly push above $400 now. That's just where the market is, and as unfair as it might seem, the world is still turning, and people still need memory for their PC upgrades. Luckily, this TeamGroup T-Force Delta RAM deal drops the price to $389.99 at Newegg, as long as you use the coupon code LUYRF228 at checkout.
Deals like this continue to be the best way to pick up new RAM as the ongoing global DRAM shortage, caused by the AI boom, rolls on. We're not going to see lower prices for RAM or SSDs any time soon. Deals like this aren't ground-breaking, and we're nowhere near record lows, but they're the best prices in a difficult market. Sans a time machine, or going second-hand, you won't find better pricing today than this.
As for this particular RAM kit, it's a good option for a mid-tier build. It's DDR5-5200, meaning speeds of 5,200 MT/s. That isn't the fastest RAM on the market, by any means, but it's certainly an upgrade over older DDR4 modules, which would usually see speeds of around 3,600 MT/s at best.
use coupon code LUYRF228 for $40 off
T-Force Delta RGB 32GB (2 x 16GB) DDR5-5200: was $429.99 now $389.99 This RGB kit from Team Group unlocks 32GB of DDR5 memory for your gaming PC or workstation rig. CAS and memory timings of 40-40-40-76, with speeds of 5,200 MT/s, mean this isn't the fastest memory out there, but it's currently the cheapest 32GB DDR5 kit you can buy.View Deal
You're getting two 16GB DDR5 modules here, with CAS and memory timings of 40-40-40-76. This is perfectly fine memory for workstation and gaming use, with built-in RGB lighting to spice up your build. Yes, it won't be the fastest you've used. If you need to max out a build with the best speeds and lowest latency, you'll need to look for higher-end DDR5 memory instead.
Luckily, you have options there. The next best option with faster speeds is this alternative kit, also from Team Group, for $415.99. The Team Group T-Force Vulcan has CAS and memory timings of 38-46-46-84, with speeds of 6,400 MT/s. Much faster, so ideal for a higher-end rig, but it lacks the RGB lighting. That might be a trade-off you're willing to accept if you've got the extra $27.
T-Force Vulcan Eco 32GB (2 x 16GB) DDR5-6400: $415.99 The next, best 32GB DDR5 RAM kit, also from Team Group, with much faster speeds of 6,400 MT/s. CAS and memory timings are 38-46-46-84. Probably the better option, if your budget can stretch to get it.View Deal
Honestly? The best option here, if you do have the extra cash, is the T-Force Vulcan for $415.99. It's faster, only slightly more expensive, and it's still a bargain compared to rival kits that can go as high as $600 or $700 at the moment. That said, a new PC build or upgrade on a budget requires a few compromises, and unless you're pushing your PC to its limits, the Team Group T-Force Delta RAM kit for $389.99 is a solid option.
Either choice is a deal worth considering in this awfully expensive market that PC builders face at the moment. AI isn't going anywhere, and we're probably going to see prices this high, if not higher, for some time. Deals like these, even if they aren't world-beating, are still the best way to get RAM at the moment.
A computing enthusiast has shared images of a fat stack of DDR4 RAM sticks that they found at home. VastOption8705 told other tech fans on Reddit that they “found 10k worth of RAM sitting in my garage.” We count 30 sticks of DDR4-2666, and three sticks shown separately are all 64GB modules. If they are all 64GB modules, that number of sticks would add up to 1,920GB of RAM…
How did this huge amount of RAM end up in VastOption8705’s garage? The story goes that the Redditor was allowed to keep an old server from their workplace. Such 'generosity' isn’t unheard of, and it might have actually saved the company some recycling fees.
Is server DDR4 useful?
Numerous comments on the Reddit post jokingly pitch for RAM stick donations. But they might be barking up the wrong tree. Looking more closely at the sticks, where the labels are clearly readable, reveals that they are Samsung 64GB DDR4 ECC registered DIMMs (RDIMMs).
These kinds of RAM sticks are commonly used in servers built around Intel Xeon, AMD Epyc, or AMD Threadripper platforms. Sadly for their market value and the folks on Reddit hoping for some spare RAM, they aren’t consumer PC friendly. Even if you have a DDR4-supporting motherboard, these ECC RDIMMs will be both physically and electrically incompatible with your home creator/gaming PC.
Pricing and the Australia question
A quick poke around eBay U.S. listings shows that a single 64GB DDR4-2666 stick like those shown can be bought for between $350 and $425. So, we could roughly value the 30 sticks at $12,000 if a price of $400 per stick were achieved. The OP’s touted $10K valuation wasn’t far off. But if VastOption8705 lives in Australia, as they seem to, and guesstimated the value in Australian dollars, AU$10,000 currently equates to ~US$7,200 – quite low.
If you have spare RAM in your garage, don't share your address on public forums. The best I could find is a pair of 8GB DDR4 SO-DIMMs in my drawer. I also had some 30-pin SIMMs, SDRAM, PowerMac ROMs, and DDR3 modules probably worth just pennies, despite the RAMpocalypse.
O analista Edison Lee, da firma de investimentos Jefferies, jogou hoje um balde de água fria sobre as expectativas de um modelo comemorativo do “iPhone 20”, citando o cancelamento do projeto desse dispositivo.
Conforme repercutido pelo Barron’s, Lee indica que o projeto foi cancelado devido ao “baixo rendimento de produção”. Não é possível afirmar, porém, se o analista acredita que o especulado redesenho foi cancelado ou apenas alguns aspectos dele.
Embora a Jefferies já tenha considerado plausível o lançamento de um iPhone feito inteiramente de vidro, Lee acredita que o desenvolvimento foi interrompido. Segundo o analista, verificações na cadeia de suprimentos sugerem que o projeto foi cancelado devido ao baixo rendimento de produção.
Fato é que, devido a essa previsão, a Jefferies rebaixou a recomendação das ações da Apple [$AAPL] de “manutenção” para um possível “desempenho abaixo da média”. Isso porque o modelo comemorativo deveria contribuir para uma maior participação das variantes Pro e Pro Max nas vendas, que oferecem margens de lucro maiores.
O analista cita, ainda, indícios de que o próspero iPhone dobrável — o “iPhone Ultra” — terá um preço mais elevado do que o esperado, de modo que ele poderá ser a única alavanca para a Apple aumentar seus preços médios de venda e suas margens de lucro.
No entanto, devido aos custos mais elevados de componentes de memória, a empresa prevê que o preço inicial do futuro modelo dobrável será de US$2.100, chegando a US$3.100 para a versão com 2TB de armazenamento.
Ainda em termos de memória, a firma de investimento também aponta para um aumento da memória DRAM 1Dynamic random access memory, ou memória dinâmica de acesso aleatório. exclusivamente no “iPhone 19 Pro Max”, que deverá ter 16GB — o que, segundo a análise, sinaliza um progresso no desenvolvimento da Apple Intelligence. Contudo, caso os preços das memórias continuem subindo até 2027, a empresa afirma que a Apple poderá descartar totalmente essa atualização.
De acordo com a firma, o custo de fabricação do “iPhone 18 Pro” de 256GB — ou seja, o modelo mais em conta dessa linha — ficará cerca de 38% maior em relação ao seu antecessor direto, tornando reajustes de preço do lado dos consumidores “inevitáveis”. Ela, no entanto, abre possibilidade de a Apple sacrificar um pouco da sua margem de lucro para estancar parte do impacto desses aumentos.
Isso, como não podia deixar de ser, tem a ver com a crise no mercado de DRAM 1Dynamic random access memory, ou memória dinâmica de acesso aleatório., que fez os chips de memória passarem a representar, no terceiro trimestre de 2026, aproximadamente 34% do valor total do smartphone, em contraste com os 10% de um ano atrás. O prognóstico para os iPhones de 2027 também não é muito animador, já que é esperado que esse número passe de 40% ainda na primeira metade do ano que vem.
Antes dessa crise, os componentes mais caros de um iPhone eram, com sobras, o processador e a tela. Caso a participação da memória no custo de fabricação realmente passe dos 40%, isso fará com que a fatia desses outros componentes caia para abaixo de 10% mesmo sem uma redução nos seus preços, tamanha é a pressão no mercado de DRAM atualmente.
Divulgação/TrendForce
Essa estratégia de sacrificar parte da margem de lucro, como lembrado pela TrendForce, foi empregada pela Apple nos últimos lançamentos de MacBooks — que, mesmo assim, sofreram aumentos expressivos recentemente. A firma de pesquisa também não exclui a possibilidade de a empresa aumentar os preços de modelos mais antigos de iPhones junto do lançamento dos novos aparelhos, o que serviria para compensar parcialmente o aumento dos custos de memória.
É, são tempos sombrios no mundo da tecnologia…
iPhone 17 Pro Max
Cores: prateado, laranja-cósmico ou azul-intenso Armazenamento: 256GB, 512GB, 1TB ou 2TB
NOTA DE TRANSPARÊNCIA: O MacMagazine recebe uma pequena comissão sobre vendas concluídas por meio de links deste post, mas você, como consumidor, não paga nada mais pelos produtos/serviços usando os nossos links de afiliado.
Apple reportedly has around $1 billion in "processor wafers on the shelves awaiting packaging" amid ongoing memory shortages, putting pressure on the firm as it nears the launch of the iPhone 18. Tim Culpan of Culpiumsays Apple is "scrambling" for memory supply ahead of release, working with suppliers to get memory ready so it can finish packaging the A20 Pro and C2 chips that are reportedly inside the iPhone 18 lineup.
It's an interesting peek behind the curtain of the current supply chain limitations, which reach beyond simply DRAM chips. With fully-integrated SoCs across both desktop and mobile, Apple is uniquely vulnerable to supply chain limitations, not only in DRAM supply, but also in packaging capacity to bring together DRAM chips with processor wafers.
According to Culpan, Apple primarily sources DRAM from Micron, with smaller engagements from SK Hynix and Samsung. Micron (along with the other major memory players) has reportedly sold capacity for DRAM and HBM through 2027. A flurry of long-term agreements (LTAs) have cropped up over the past several months, guaranteeing supply to certain companies for several years.
The A20 Pro is the first chip to use TSMC's N2 process, and it has been progressing well, with TSMC reportedly sitting on around $1 billion worth of Apple wafers awaiting packaging with DRAM. Packaging happens with TSMC's new Wafer-Level Multi-Chip Module (WMCM) process, according to Culpan, which is similar to the CoWoS packaging but for mobile parts.
Culpan reports that "Apple and its assemblers remain confident that they can meet initial demand," but DRAM shortages could put pressure on shipments past the initial launch. Apple reportedly plans to ship around 200 million iPhone 18 units across the lineup throughout the device's lifespan. The iPhone 17 range saw record shipments last year, surpassing 245 million devices shipped in 2025.
This week, Samsung presented its vision for next-generation memory and storage solutions both for AI and general-purpose applications at the Future of Memory and Storage (FMS) 2026 conference. The company introduced zHBM, zNAND-O, and BV-NAND technologies at the event, and while they are aimed at very different applications, they share one common ingredient: they all rely on wafer bonding.
Here's a breakdown of each type of technology that the company announced.
zHBM: Samsung’s vision for custom HBM ultra-high-performance memory that will sit on top of logic dies.
zNAND-O: NAND memory that can be bonded atop a logic device to maximize bandwidth, reduce latency, and minimize power consumption.
BV-NAND (aka Samsung’s 10th Generation V-NAND): Samsung’s take on bonding NAND arrays atop all the circuitry needed to operate them. This is essentially next-generation 3D NAND technology that is used today by almost everyone, including Kioxia/Sandisk, SK Hynix, and YMTC (which was the first company to adopt such a method).
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zHBM: Placing HBM stack on top of logic
Around the time we first heard about HBM4's 2,048-bit interface, we read a 'semi-official' report that SK hynix and its partners were considering vertical integration of HBM4 stacks on top of logic chips. To a large degree, companies were considering installing these memory stacks on top of their processors as they doubted that it would be possible and feasible to use interposers to connect HBM4 stacks to AI accelerators. Over time, it turned out that integration of memory on top of logic is complicated when it comes to cooling, power delivery, and developing interposers that can handle a 2,048-bit memory interface. Samsung's zHBM appears to be a continuation of that effort.
(Image credit: Samsung)
Samsung's zHBM concept places HBM directly on top of an AI accelerator instead of on its perimeter, which greatly reduces the distance data must travel between compute and memory. The company says this architecture can increase bandwidth and power efficiency and projects that it can provide 8x the 'performance of HBM5', while its advanced wafer bonding is expected to enable over 10x higher memory density, 3x better energy efficiency, and more than 50% lower thermal resistance than HBM5.
While Samsung's claims about the zHBM look incredibly impressive, they are vague. For example, when the company claims that a 'next-generation interface system incorporating zHBM' will deliver 'approximately eight times the performance of HBM5,' it never explicitly states whether this refers to memory bandwidth, actual application performance due to a combination of improvements over standard HBM, or something else. Had Samsung intended to compare raw bandwidth, it would likely have used more precise wording, such as '8x higher bandwidth.'
Instead, the general term 'performance' may have many meanings. The same applies to references of improved power efficiency, higher memory density, and lower thermal resistance compared to HBM5, a standard that has not been fully defined or ratified. To make matters even more imprecise, Samsung mentions thermal resistance, which depends on implementation rather than the standard. Finally, Samsung didn't reveal which die stacking/bonding technology it will use for zHBM.
In any case, Samsung says that zHBM will also support customer-specific designs and will enable custom IP to be integrated into the interconnect layer (which plays a role similar to the base die, though it is definitely not a base die per se) between the HBM stack and the AI processor, which essentially means that zHBM is not necessarily an industry-standard solution, so it might be implemented with additional perks.
For now, Samsung hasn't disclosed any timeframes for when it plans to offer its zHBM solutions. The only clue is that it compares it to HBM5, which is likely to see the light of day sometime in the late 2020s or early 2030s.
zNAND-O(on-device): Put storage close to compute
Samsung also unveiled zNAND-O, a high-performance NAND memory currently in development that will enable putting four or eight stacks of NAND devices on top of logic dies. zNAND-O(n) device is based on the company's V-NAND platform (or rather, BV-NAND) and is meant to combine high storage density with improved I/O performance and low latency.
(Image credit: Samsung)
Samsung claims that the tech is suitable for edge AI systems running real-time, data-intensive inference workloads, though, of course, there are many other applications that can benefit from high-performance on-package storage.
(Image credit: Samsung)
Since the technology is in development, Samsung hasn't shared much information about it, even keeping the schematics of how it plans to put zNAND-O layers on top of a logic under wraps. We can speculate that since Samsung mentions 'improved I/O performance and low-latency,' it may be planning to exploit both the inherently parallel architecture of NAND memory with a high-performance interface, though we will not try to dive into details for the sake of not making the discussion too speculative.
BV-NAND: Good old V-NAND gets a new treatment
With BV-NAND, Samsung is essentially introducing a new brand name for its next-generation 3D NAND that bonds the NAND array on top of the I/O and logic wafer. This, in turn, produces the layer itself using high-performance logic process technologies and enables higher I/O speeds.
(Image credit: Samsung)
Samsung formally announced its 400-layer-class V-NAND (aka 10th Generation V-NAND) some time ago, and even disclosed that its areal density would be 28 Gb/mm2 with a maximum I/O speed reaching 5600 MT/s. This likely stipulates the usage of a pinout that is different from the 3D NAND packages used today. While the areal density of Samsung's 10th Gen TLC V-NAND is slightly lower when compared to that of Kioxia/Sandisk's BiCS10 TLC NAND, its maximum I/O speed is significantly higher, which perhaps justifies the new branding.
NAND Layer Counts
Samsung
Samsung
Sandisk/Kioxia
Sandisk/Kioxia
Kioxia/Sandisk
Micron
SK hynix
YMTC
YMTC
Generation
V10
V9
BiCS10
BiCS10
BiCS 8
Gen 9 (G9)
Gen 9
?
Xtacking 3.0/Gen 4
Layers
4xx-Layer
290-Layer (?)
332-Layer
332-Layer
218-Layer
276-Layer
321-Layer
232-Layer
232-Layer
Density
28 Gb mm^2
17 Gb mm^2
>37 Gb/mm^2
>29 Gb/mm^2
22.9 Gb mm^2 (?)
21.0 Gb mm^2
20 mm^2
>20 Gb mm^2
19.8 Gb mm^2
Architecture
TLC
TLC
QLC
TLC
QLC
TLC
TLC
TLC
QLC
Die Capacity
1 Tb
1 Tb
?
1 Tb
2 Tb
1 Tb
1 Tb
1 Tb
1 Tb
I/O Speed
Up to 5600 MT/s
Up to 3200 MT/s
Up to 4800 MT/s
Up to 4800 MT/s
Up to 3600 MT/s
Up to 3600 MT/s
?
?
?
Considering the fact that Samsung rarely sells its memory to third parties and prefers to market client SSDs itself, a new brand for memory can be a sales driver, even if actual high-end drive performance is limited by a PCIe 5.0 x4 interface rather than by 3D NAND memory I/O. Then again, the performance of mid-range PCIe Gen5 SSDs that rely on a quad-channel NAND controller depends on 3D NAND I/O today, so marketing them under a new flash memory brand is a certain way to attract attention and then sell decent performance.
Samsung's new brand strategy
As the new name of the FMS tradeshow implies, the announcements touch upon very distinct industry needs. In the case of Samsung, we are talking about high-performance data center-grade AI accelerators; applications that need storage with latency that is lower than ~50 – 60 µs of modern high-end PCIe SSDs, though we will see how it compares to Z-NAND, and essentially a new generation of conventional 3D NAND with a new brand.
Except for the 400-layer-class Samsung BV-NAND that is set to hit the market in the foreseeable future, the company's new tech, like zHBM and zNAND-O, is years away.
Parece que a tentativa da Apple de colaborar com a fabricante chinesa de memória CXMT encontrou mais um empecilho no caminho: supostamente, a possível fornecedora demandou os mesmos valores (ou até maiores) pagos pela Maçã à Samsung Electronics e à SK Hynix. A informação veio do site sul-coreano Digital Daily.
O desgaste ocorreu após a Maçã tentar negociar os preços das memórias, tendo seu pedido de redução de preço rejeitado pela CXMT, que manteve preços semelhantes ou até mesmo superiores aos das demais fornecedoras da Apple.
Do lado da chinesa, há alguns motivos para essa postura: a barganha de uma empresa americana com uma série de exigências quanto aos processos de certificação de qualidade contrasta com o conforto do seu domínio do mercado doméstico, já que a fabricante possui contratos de longo prazo sob preços elevados com empresas como a HUAWEI e a Xiaomi.
Os desafios
Mesmo sob forte pressão da Micron e do Senado americano, a negociação com a CXMT (presente na lista de restrições comerciais do Pentágono como uma empresa militar da China, vale lembrar) foi uma alternativa encontrada por Tim Cook para mitigar os efeitos da crise de memória.
De acordo com um executivo da indústria de semicondutores consultado pelo veículo sul-coreano, a postura da CXMT ajudou a estabelecer um piso para os preços praticados com a DRAM 1Dynamic random access memory, ou memória dinâmica de acesso aleatório. convencional, suficiente para que a Samsung e a SK Hynix cobrassem um valor consideravelmente mais alto. Esse conforto mercadológico quanto às fornecedoras ocidentais também diz respeito ao foco de produção para memórias de alto desempenho destinadas a data centers de inteligência artificial (IA), deixando a produção para eletrônicos de consumo em segundo plano — o que naturalmente provoca escassez.
Segundo o analista Tim Culpan, a Apple e seus fornecedores estão correndo contra o relógio para obter chips de memória a tempo do lançamento da próxima geração de iPhones, prevista para ser anunciada no mês que vem. Esse cenário fez com que a Maçã recorresse especialmente à Micron, à Samsung e à SK Hynix. A escassez poderá afetar a disponibilidade do “iPhone 18 Pro” e do “iPhone 18 Pro Max”, embora ainda exista alguma confiança de que a demanda inicial poderá ser suprida.
Resta a dúvida se a Apple seguirá em suas tratativas com a CXMT ou se dará o braço a torcer aos interlocutores estadunidenses dessa história. Em ambos os cenários, infelizmente, parece que a conta irá chegar mais alta ao consumidor final.
A crise no mercado de DRAMs1Dynamic random access memories, ou memórias dinâmicas de acesso aleatório. e HBMs2High bandwidth memories, ou memórias de alta largura de banda., causada pelo boom das empresas de inteligência artificial (IA), pode ter alcançado seu ponto mais dramático até agora, com as produções de todas as três principais fabricantes desses tipos de componentes (Samsung Electronics, SK Hynix e Micron) já tendo sido reservadas para o ano de 2027 inteiro, segundo informações do DIGITIMES.
Além das memórias, outra categoria de componentes que tem sofrido bastante com a demanda causada por data centers de IA é a de chips NAND, muito utilizados em dispositivos de armazenamento flash (como SSDs 3Solid-state drives, ou unidades de estado sólido.). Embora a situação desses chips ainda não esteja tão apertada quanto a das memórias, fontes ouvidas pelo veículo dão conta de que a Samsung Electronics, a Micron e a SanDisk já venderam toda a sua produção para 2026 por preços altíssimos. A Kioxia e a SK Hynix, por sua vez, deverão firmar contratos parecidos com seus clientes até o fim deste mês.
Voltando para o caso das memórias, dados da Counterpoint Research dão conta de que a Samsung Electronics ficou responsável por 39% do mercado de DRAM (por receita) durante o segundo trimestre, seguida pela SK Hynix (com 26%) e pela Micron (25%). Apesar de todo o investimento nessas empresas, os rumores são de que os compradores de componentes estão recebendo apenas 60-70% dos volumes que solicitaram inicialmente, devido à capacidade de produção limitada.
Algumas dessas fornecedoras, é claro, são parceiras de longa data da Apple — que também tem sofrido com essa escassez de componentes, embora tenha conseguido absorver parte do impacto. Enquanto os iPhones têm passado ilesos por essa crise, produtos como os Macs e os iPads viraram alvo de aumentos expressivos de preços — algo que foi classificado por Tim Cook, o atual CEO 4Chief executive officer, ou diretor executivo. da empresa, como “enchente que ocorre uma vez a cada 100 anos”.
Ainda de acordo com o DIGITIMES, todos os compradores concordaram em realizar pagamentos adiantados por esses componentes, tenham eles estabelecido acordos de fornecimento multianuais anteriormente ou não. Ao que tudo indica, isso é uma resposta ao medo que muitas dessas empresas têm de que seus competidores tentem garantir o máximo de capacidade de produção possível — especialmente durante o período entre julho e agosto, que é quando a maior parte dos pedidos é feita.
Por ser uma das principais compradoras de memórias e chips NAND do mercado, é quase certo que a Apple também tenha desembolsado uma boa grana para garantir sua parcela de componentes para 2027, que é quando deveremos ver o “iPhone 20” chegar ao mercado. Não está claro, no entanto, por quanto mais tempo ela absorverá o impacto dos preços inflados — algumas pessoas, inclusive, acreditam que os próximos iPhones poderão ficar até US$300 mais caros por conta dessa crise.
There’s been a shift toward using a single DIMM of DDR5 to skirt the worst of the RAM pricing crisis. AMD has suggested to us previously, at least, that it’s an option PC builders are exploring, and it’s a wrinkle that’s shown up in dozens of prebuilts; one that we’ve been careful to avoid when recommending products, particularly during peak shopping events. But just how much gaming performance are you giving up with a single DIMM when using one of the best CPUs for gaming?
The conventional wisdom is that you’re giving up quite a bit of performance, resting on the ideas of previous DDR generations, where going down a single stick will cut your bandwidth in half. The same is true with DDR5, but things are a bit messier, which we’ll dig into later.
At a high level, using a single DDR5 DIMM doesn’t compromise gaming performance by nearly as much as you might expect. We saw drops of around 8% to 10% across Intel and AMD CPUs, and less than a 5% difference with AMD’s Ryzen 7 9800X3D.
A proper dual-channel configuration is still the way to go for optimal performance. However, our testing shows that even a single DDR5 DIMM offers superior performance to dual-channel DDR4 on CPUs that support both memory generations.
Using a single DIMM isn’t ideal, and it brings up compatibility issues if you plan on adding another DIMM down the line (another area we’ll touch more on in-depth later). But as a stopgap measure amid surging DRAM prices, a single DIMM of DDR5 holds up surprisingly well in gaming scenarios, and it represents a nice on-ramp into a DDR5 platform while prices are out of control.
Testing single-DIMM DDR5 in games
The geomean below speaks for itself. Moving down to a single DIMM drops some performance, but it’s not nearly as stark as I expected. There are some important notes about how we tested before dissecting the results, however.
As usual, we tested at 1080p with a mixture of High and Ultra settings, using Nvidia’s RTX 5090 Founder’s Edition to minimize the influence of the GPU. That’s even more important here, as we’re not evaluating CPUs but the memory that feeds the CPU. We're looking at a separate GPU and CPU here, as well; dual-channel memory is vital if you're using an iGPU.
We also wanted to create a realistic testing scenario. Assuming you’re going for a 2x16GB configuration, that means starting with a single 16GB DIMM, not a 32GB one. That’s what we did here. Our single-DIMM configurations run with just 16GB of memory, while dual-DIMM configurations run with 32GB. Capacity isn’t a major limitation for our testing here, though it will pose performance issues if you’re running several applications alongside your game.
(Image credit: Tom's Hardware)
The Ryzen 5 7600X was our biggest loser, dropping 10.9% of its average performance across our 13-game geomean with a single 16GB DIMM. The Core Ultra 7 270K Plus, meanwhile, dropped 8.7% of its average performance, while the Core i5-14600K similarly dropped 8.3% of its performance. The 1% lows are especially notable here, scaling with average performance rather than falling off a cliff.
Unsurprisingly, the Ryzen 7 9800X3D fared the best, dropping just 2.8% of its performance on average. As you’ll see through our individual game tests, the Ryzen 7 9800X3D shows identical performance with two DIMMs and a single DIMM in multiple games. The large and speedy L3 minimizes the impact of using a single DIMM, giving AMD’s 3D V-Cache CPUs another notch in their belt (as if they needed another).
Tom's HardwareTom's HardwareTom's Hardware
Our other geomeans don’t say much. A single-DIMM configuration consumes a few watts less, leading to slightly lower efficiency when balanced against the lowered performance.
(Image credit: Tom's Hardware)
007 First Light, the newest game in our test suite, shows good scaling across our test pool, so it’s a good place to start. The Core Ultra 7 270K Plus dropped 8.9% of its performance with a single DIMM, while the 9800X3D dropped 6.5%. The 14600K is worth highlighting here. A single DIMM lost us 7.9%, but that’s still better than dual-channel DDR4, and by a decent 6.8% margin.
(Image credit: Tom's Hardware)
This trend is fairly consistent, too. Starfield is punishing for single-DIMM configurations, with the 14600K losing 10.6% of its average performance. Even then, a single DDR5 DIMM is 6.9% faster than dual-channel DDR4. Intel platforms can scale up to high data rates, and we use 7,200 MT/s for Intel chips. With slower speeds, the performance will equalize. Still, I’d strongly consider a single DDR5 DIMM if you’ve been eyeing an LGA 1700 platform with DDR4, assuming you’re primarily focused on gaming.
Starfield shows the benefits of 3D V-Cache in this single-DIMM configuration clearly. While the performance losses with other CPUs are brutal in this title, the 9800X3D dropped just a few frames, a 1.6% decrease in average performance.
(Image credit: Tom's Hardware)
Doom: The Dark Ages is similarly harsh on single-DIMM configurations. The Ryzen 5 7600X dropped 17.3% of its average performance, and the 270K Plus fell by 14%. The 9800X3D holds up well, however, with just a 4.2% average performance loss. Marvel’s Spider-Man 2 (in the gallery below) shows a similar dynamic.
(Image credit: Tom's Hardware)
However, the addition of 3D V-Cache mainly helps in these games where we see bigger losses with other CPUs. There are several games in our suite where the performance loss between a single DIMM and dual-channel configuration was minor, particularly in GPU-heavy titles. The Last of Us Part One shows that in action.
(Image credit: Tom's Hardware)
Similarly, the performance loss is minor in Counter-Strike 2, just a handful of frames even north of 600 FPS. Even the Core i5-14600K, which was hit the hardest by far, dropped just 5.9% of its average performance (and it’s still faster than a dual-channel DDR4 configuration).
You can browse the results of the other games we tested in the gallery above, though they tell much the same story as the titles we highlighted. The two biggest learnings from this testing are that a single, fast DDR5 DIMM often outpaces dual-channel DDR4, and that AMD’s 3D V-Cache can smooth over the rough edges of using a single DIMM, particularly in those memory-sensitive titles.
How we tested
We tested on our normal test bed that we use for CPU reviews, with the only difference being dropping one of our DIMMs. As usual, we enabled XMP/EXPO for testing, both on single- and dual-DIMM configurations, opting for higher speeds on Intel platforms. AMD’s sweet spot is around 6,000 MT/s.
The data rate is noteworthy for the DDR4 comparison, in particular. With slower DDR5, we expect the delta between dual-channel DDR4 and single-DIMM DDR5 to decrease.
In addition to enabling XMP/EXPO, we disable Virtualization-Based Security (VBS), enable Resizeable BAR, and disable any automatic overclocking features that aren’t covered by warranty, including AMD’s Precision Boost Overdrive and Intel’s Extreme performance profile.
DDR5 has much higher data rates compared to DDR4 (2x or more), and that’s the result of significantly more complexity on DDR5 DIMMs compared to DDR4. Notably for this testing are the two 32-bit subchannels of DDR5, as well as enlarged prefetch and bank groups. You are getting half the total bandwidth with a single DDR5 DIMM, absolutely, but it’s a little more nuanced than simply running your memory in a single-channel configuration.
DDR4 uses a single 72-bit channel, and 64 of those bits transfer data (the additional 8 are for ECC). With DDR5, you get two 40-bit subchannels, 32 of which are used for data transfer. Critically, these subchannels have their own Command/Address (CA) interface, allowing them to operate independently of each other.
In addition, DDR5 doubles the prefetch size to 16N, doubles the number of banks and bank groups, and increases burst length from 8 bytes to 16 bytes. The math here is straightforward enough. With DDR4, you can transfer 64 bits of data over the interface at a burst of 8 bytes, giving you 64 bytes of data and aligning with cache line sizes. Each of the subchannels in DDR5 can transfer 64 bytes of data, as well, with a 32-bit width and burst length of 16 bytes.
It’s pseudo-dual-channel memory on a single DIMM. There are two independent memory operations that can happen each cycle, both of which transfer 64 bytes of data. That is a big reason why even a single DDR5 DIMM (particularly one with a higher data rate) can outpace even a proper dual-channel DDR4 configuration.
The common wisdom about using a single DIMM comes mainly from previous DDR generations, where you can only get that single 64-byte transfer each cycle, necessitating a second DIMM to have two independent operations.
Let me be clear: two DDR5 DIMMs are still better. Instead of two operations per cycle, you can perform four. The main difference is that, for modern CPUs and games, just those two operations give you the vast majority of your performance, and you don’t run into a massive performance bottleneck as you do with just a single operation via DDR4. After all, there are still a lot of DDR4 systems out there.
On the issue of compatibility
The elephant in the room with upgrading to a DDR5 platform with a single DIMM is compatibility. If you get a single DDR5 DIMM now, you should plan to add another in the future. Unfortunately, there aren’t a lot of easy answers when it comes to combining two DIMMs that aren’t in a kit together. It should work, but mixing and matching can lead to stability issues and/or lowered performance.
Generally, combining two DIMMs of the same spec should work. For instance, if you bought this Patriot Viper Venom DDR5-6000 CL30 DIMM to start your new build, and then bought a second one later, it should work. “Should” carries a lot of weight on its shoulders, however. Maybe Patriot sources DRAM from multiple places, or your second DIMM’s timings don’t completely align with your first. That could cause stability or performance issues.
There have been some attempts to get past this hurdle, such as the ROG Certified program with select Asus motherboards, but it’s impossible to know for sure if two separate DIMMs will work together or not without testing. The best you can do is to make sure you buy the same brand of memory, with the same spec, if you add a second DIMM. Make sure to keep your receipt handy in the event you need to return it, as well.
Once you have your second DIMM, make sure to test it first at stock JEDEC speeds/timings (no XMP/EXPO). Run games or applications you normally run, and then use a utility like MemTest64 to check for stability. I’d recommend keeping your PC running in this state for a few days to see if any BSODs, application crashes, or poor performance issues pop up. After that’s done, repeat the process with XMP/EXPO enabled, assuming you’re using matching DIMMs (incompatible XMP/EXPO profiles won’t work together).
Assuming DRAM prices continue at an elevated rate before you upgrade, you may want to consider investing in a dual-channel kit down the line and selling your single DIMM. Even kits can run into compatibility issues, though the likelihood is far, far lower.
A crise no mercado de memórias causada pelo boom das empresas de inteligência artificial (IA) está fazendo até mesmo marcas como a Apple pechincharem na hora de garantir componentes para os seus produtos, segundo informações do site sul-coreano The Elec.
Mais precisamente, a empresa teria pedido que suas fornecedoras reduzissem o preço das telas OLED 1Organic light-emitting diode, ou diodo emissor de luz orgânico. destinadas ao vindouro “iPhone 18 Pro Max” para algo em torno de US$70. Para efeito de comparação, é estimado que cada tela do iPhone 17 Pro Max custe à Apple algo em torno de US$80.
De acordo com as fontes da indústria consultadas pelo veículo, no entanto, a Maçã não só teria obtido sucesso em sua barganha, como estaria pagando um valor médio ainda menor para a Samsung Display e a LG Display, suas duas principais fornecedoras de painéis: US$66,50 (redução de aproximadamente 20%).
Dados da UBI Research citados pelo The Elec dão conta de que a Samsung Display deverá produzir algo em torno de 46 milhões de telas OLED para a linha “iPhone 18” só em 2026, de modo que 2 milhões delas serão reservadas para o modelo de entrada, 18 milhões para o modelo Pro e 26 milhões para a versão Pro Max. A LG Display, por sua vez, produzirá cerca de 1,09 milhão de telas para o modelo mais barato, 19 milhões para o Pro e 21 milhões para o Pro Max.
É esperado que os iPhones “18 Pro” e “18 Pro Max” utilizem displays M16, a geração mais recente de painéis OLED. Entre as vantagens dessa versão da tecnologia estão uma maior eficiência luminosa, uma vida útil maior e características de cor aprimoradas.
Essa, vale notar, não é a primeira vez que o valor das telas OLED empregadas em iPhones cai de uma geração para a outra. Como destacado pelo próprio The Elec, os painéis produzidos para o iPhone 16 Pro Max, lançado em 2024, podiam passar de US$100 por unidade em alguns casos.
Exigências como a da Apple também não são uma surpresa para as fabricantes de telas. No último dia 22 de julho, por exemplo, o presidente da Samsung Display, Lee Cheong, comentou durante um evento que “há uma pressão muito forte para reduzir os preços de componentes e telas” devido à “inflação dos chips”. Jeong Cheol-dong, presidente da LG Display, por sua vez, reconheceu o impacto dessa crise nos negócios da fabricante, mas disse que a situação permanece “em um nível administrável”.
iPhone 17 Pro Max
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