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COMPANY · ENTITY #3168

DRAM

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EVENT TIMELINE

3

COMPANIES · 1 SOURCE · The Verge AI

Sam Altman says RAM is better located in data centers than on personal PCs

In a Cheeky Pint podcast interview, OpenAI CEO Sam Altman said it is “terrible” from a global allocation perspective for DRAM to sit unused in personal computers and argued that RAM should be concentrated in data centers for higher utilization. He added this dynamic helps explain why suppliers like Samsung and SK Hynix have long‑term deals with cloud operators and why projects such as OpenAI’s Stargate have reserved large shares of RAM output, contributing to higher consumer device prices.

6.0

COMPANIES · 1 SOURCE · Ars Technica

Micron, Samsung say HBM/DRAM shortage likely to continue through 2028

Micron CEO Sanjay Mehrotra told investors that demand for the company's HBM and server DRAM will exceed available supply for the next several years, with about 75% of Micron's 2027 memory already spoken for and new clean rooms only coming online in 2028. Samsung EVP Kim Taewoo likewise warned HBM wafer share will rise to about 30% in 2027, tightening DRAM capacity for consumer devices and pushing prioritization toward AI and data-center memory.

8.0

COMPANIES · 1 SOURCE · TechCrunch AI

SK Hynix reportedly in talks with Intel to manufacture memory chips in Ohio

Reuters reports SK Hynix is discussing options with Intel to manufacture RAM/memory chips in the U.S., including leasing space at Intel’s planned Ohio fab or forming a joint venture that could involve cloud providers; SK Hynix says no decisions are finalized. The company is already building an advanced packaging facility in Indiana for HBM using DRAM wafers from Korea, and it’s unclear which memory types would be produced in Ohio if a deal proceeds.

7.0