The Wall Street Journal reported on August 9, 2026, that Apple had tested DRAM from China's CXMT across product lines including iPhones and MacBooks. Early supply talks focused on devices sold in China, but no commercial commitment has been reported and US senators are pressing Apple to walk away.
Tesla and SpaceX unveiled a US$16.8 billion first phase for their Terafab semiconductor campus in Grimes County, Texas, on August 6, 2026. The plan would bring logic, memory and packaging into one site, but neither a production date nor a detailed manufacturing roadmap is public.
TrendForce forecast conventional DRAM contract prices would rise 13 to 18 percent quarter on quarter in the third quarter of 2026, with NAND Flash up 10 to 15 percent. AI and server demand is drawing capacity away from consumer products, but retail prices still vary by market, model and inventory.
Google and Amazon offer purpose-built AI accelerators for model training and inference alongside general-purpose GPUs. Custom chips can improve efficiency on stable, heavily used workloads, but development cost, software and design risk limit where they pay off.
AMD announced its acquisition of memory-software startup MEXT on June 15, 2026, without disclosing financial terms. MEXT predicts which memory pages will be needed and moves them from flash to DRAM, expanding usable capacity without replacing high-bandwidth memory.
