There is a perfect storm with AI and data centers. And it will cause the DRAM and Nand memories to become a luxury

A remarkable rebound to the prices of NAND memories (used in SSD units) and the drams of our PCs and laptops is coming. For two years users We have benefited From a time of bonanza in these components, but that ends. And the AI ​​and fever has the fault to create more and more data centers. When the memoirs were cheap. In March 2023 The prices of the NAND and dram memories were falling to lead. The pandemia had caused an extraordinary demand, but once the confinement ended, the situation was invested. The manufacturers had produced too much – waiting for the demand to remain – and found an exaggerated inventory. People no longer wanted so many memory modules or so many SSD units, and prices collapsed. AI changes everything (and this, too). The effects of that imbalance have been extended for two years, but the arrival of Chatgpt caused a Fever by the AI ​​that has ended up causing another fever: that of the data centers. These facilities use thousands of GPUS and these GPUS make use of huge amounts of memory. Above all, HBM memories that Since its creation They were oriented to business applications: they were much more expensive, but also much more powerful. Price evolution of SSD Samsung 980 Pro of 1 TB. In mid -2023 the units raised their lowest price. From there, the price began to rise. Source: Camelcamelcamel. Price increases will go to more. SSD units such as Samsung 980 Pro of 1 TB are a good example of what is happening. In Camelcamelcamel We can see that evolution of prices that marks minimal in mid -2023 and then rise. These units have been replaced by the 990 pro of 1 TB with an evolution less pronounced in the increasestrue (in fact, it is around 100 euros, an interesting price), but everything indicates that this curve will soon follow the tendency of its predecessor. The forecasts of the Trendforce consultant are clear: the DRAM and NAND memories are going to climb a lot and very fast. And the DRAM memories will also go up. The prediction is the same for the DRAM memories market that, for example, are used in the DDR4 and DDR5 memory modules of our PCs and laptops. According to Trendforce In the third quarter of 2025 – which has just begun – we will see a rise of more than 40% in DDR4 memory modules. In the case of GDDR5 memories we will have a break and the climb will reach 8%. Most expensive pcs and gaming. This type of increases especially affects the end users who buy PCs and laptops to work, but also to play. Memory modules for graphics cards will also notice this quarter notably according to Trendforce. The GDDR6 memories will do it up to 33% and the GDDR7 up to 10% according to their estimates. HBM memories to power. Data centers that now all large technological ones are rushing to build need huge amounts of memory, and that is conditioning the balance between supply and demand both in the business market and in the market for end users. In fact, memory manufacturers are increasingly focusing on focusing production on HBM memories – used in AI accelerators – and leaving traditional DRAM and Nand memories. Micron points out that its production of HBM modules for all 2026 It is already soldand SK Hynix seems to be in a similar situation: the demand for these modules is extraordinary. The Raspberry Pi as an example. We are already seeing the consequences of this type of movements. The Raspberry Pi, who had gathered memory modules during the bonanza season, were forced to raise the prices of the new models a few days ago for the shortage of memory. Thus, the Raspberry Pi Compute Module 4 and 5 in their 4 GB variants rose five dollars, and those of 8 GB rose 10 dollars. The company’s own CEO, Eben Upton, explained that “memory costs about 120% more than it cost a year ago.” Why not create more memoirs? The solution seems obvious: if more memories are needed, more factories should be created. However, manufacturers are reluctant to this for several reasons. The first, the enormous cost of these plants, which amounts to tens of billions of dollars. The second, that these factories take years in come to produce. And the third, who do not want there is a “AI bubble” and this explodes would make them meet again with an exaggerated inventory and some factories that they no longer need. Bad matter. Image | Samsung In Xataka | Samsung has its greatest competitor at home. His future with the chips depends on his rivalry with SK Hynix

The photographic AI of the Pixel allowed to create false memories. Now your goal is to teach us to get better photos

If Google mobiles have always been characterized by something, it is for its photographic functions. Post -processed cameras and software has always been a reference in the market, but AI has devastated this segment. Although There have been interesting functionsthis technology has also made time the difference between reality and the processed image It was bigger. Google has given a step back in that trend. Camera Coach. This is the name of the new Android function present in the new Pixel 10, Pro and Pro XL. Contrary to what happens With the magic editorwhich allows us modify our images with ia To the point of creating false memories, Camera Coach goes in the opposite direction: try to draw real photos “without tricks”. As? Teaching us photography. Frame better. This Google tool uses The gemini modelbut he does it with a teaching and educational function. The idea is not to add things that were not or remove the ones and “bothered.” What Camera Coach does is guide us in things how to make a better frame of the photo before taking it out. The composition also matters. During that process that guides us when taking a photo, Google’s AI “sees what we see” and giving us advice of all kinds. Not only to frame – “move the camera a little to the right and up”, “apply a little zoom” – but so that the composition of the photo is also better – “Frame to see that sculpture also in the background” – and the final result is more professional. Di “Cheese”. This function comes to suggest that for example the protagonists of the photo also contribute to the better. Thus, Camera Coach can advise us to ask that person to smile or look at the camera or any other part. It can even suggest scenes that we had not even considered photographing. A learning for the future. Google’s proposal is interesting because all these tips can help us for the future. Thus, at first we need them more and apply them, but over time the idea is that we apply them automatically without the need for Camera Coach so that our photos have better frame and composition. And if that were not enough, Guided Frame. That Google option is based on the fact that the AI already sees what our camera sees and is Able to recognize a scene and “understand it.” That is what the AI of Google takes advantage of for “Guided Frame” technology, which is capable of identifying all the elements present in the image so that we can then act on those elements. Thus, in a group photo with four people and with cars and trees behind, Google’s AI can identify all that and then allow us to edit that image with natural language. For example, saying “fixes the lighting of this image” or “eliminates that garbage cube on the right.” If Google Mete ia, you will also put water brand. The new pixel 10/pro/pro xl also have an important novelty: according to Google they are the first to implement C2PA content credentials. That means that if at any time changes in the photo are made to edit it, for example adding things with AI, the system will integrate in that new image an invisible water mark that can be consulted afterwards to verify that, in effect, there has been a certain editing process with AI or with editing applications. The new magical editor allows this normal photo to become something much more striking … even if it is a lie. Source: 91mobiles/Kamila Wojciechowska Beware of false memories. In recent years, Google drifting in editing processes has been as striking as controversy. He Magic draft He taught us that we could eliminate things that had left over our photos, and the Magic editor went further and allowed us to distort those photos and memories with options like that “reimagine” that scares and excites equal parts. We could make the sky, instead of lead, be sunny, or that the sea in the background was more blue and crystalline instead of darker and ugly. Good for the educational approach. Google continues to reinforce those options to edit photos with AI. However, the most striking novelty among those that have been announced of this type is precisely that “integrated photography teacher” that will teach us to get better photos in different situations. It is a striking and original proposal that will undoubtedly help many fans get even more game of their mobile camera. In Xataka | Google photos was a place where we kept photos. Google wants it now a place where our photos are “invented”

DDR6 memories promise a new era for the PC. And also a new way of riding them

The next generation of RAM memories It is getting closer. While we continue adapting to DDR5the industry It already works at full speed in the DDR6, which promise to double the current performance and arrive in a novel format for the domestic user. Under these lines we wanted to collect everything we know about this new version so far. Vertigo speeds. DDR6 do not promise a simple evolution. And they will also offer a radical change in memory architecture. With Minimum speeds of 8,800 mt/s According to the Jedec standard and the possibility of reaching 17,600 mt/s, they practically double the performance of the current DDR5. Samsung, Micron and Sk Hynix They have already passed the prototype phase and work together with Intel, AMD and NVIDIA in the validation processes. THE SECRET OF THE PERFORMANCE. The key is in The new 4 × 24-bit sub-channel architecturecompletely different from the 2 × 32-bit structure of DDR5. This change allows to manage more data simultaneously, but also introduces new challenges in the integrity of the signal. Jedec is evaluating the use of NRZ standard (Non-back to zero) For communications, abandoning the current PAM system that already shows limitations with the highest speeds of DDR5. Goodbye to traditional modules. Here comes the most visual change: DDR6 is likely adopt the CAMM2 formatwhere the modules are placed in parallel to the motherboard instead of perpendicular such as the Dimm and So-Dimm of a lifetime. This modification has its explanation. And it is that the current Topology of the memory slots generates interference that limit the maximum speed up to 400 mt/s. CAMM2 eliminates these problematic welded connections and transfers signal management to the module itself. A change when setting up a PC. The change of format involves completely redesigning the motherboards, but opens new possibilities. CAMM2 connectors could be located at the back of the plate, allowing more compact factors. Although initially require several screws for their fastening, Jedec works on installation systems without tools. In parallel, everything indicates that we will see more portable and Mini PCs with Solded memory directly (something increasingly common today), sacrificing the ability to expand for better performance. In a few years. The deadlines are more or less clear. The validation of platforms will begin in 2026, they will reach servers in 2027 and the availability for consumers is expected to be between 2028 and 2029. This staggering is similar to that with DDR5, but analysts predict faster adoption in artificial intelligence environments and high performance computing. Everything indicates that the initial prices will also remember those of DDR5 in 2021, limiting early adoption to data centers and research laboratories. What comes after. DDR6 will not only offer more speed: they promise greater energy efficiency and higher capabilities thanks to New NAND chips in development. For players and content creators, it will mean more bandwidth for work loads that involve AI and demanding applications. However, this evolution will require new motherboard, compatible processors and a different way of mounting a PC. Cover image | Andrey Matveev In Xataka | The milling of a programmer made a fateful mistake of this classic video game into a congratulation message

There are people using AI to “invent” their own memories from photographs. And that has opened a philosophical debate

In the photo the kid smiles, abholly happy. His mother, also smiling, hugs him while looking at the camera. The photo could be that of any of us with our mother, but with this happens one thing: that an AI has made it a video. One that immediately has the potential to become a memory. A memory of lie. That photo shared it in x Alexis Ohanian, co -founder of Reddit, millionaire and entrepreneur. Ohanian – caught with Serena Williams since 2017 – told in that message how when he created that video innocently “I was not prepared for how I would make me feel this.” In his family they had no video camera, so he never had a video with his mother. So almost without thinking he used that photo in the newly released Midjourney video generator so that from it generated a video for AI. The result left him astonished. “This is how she hugged me,” he explained. “I have seen it 50 times again.” But with that message A great moral and philosophical debate was unleashed. One about how something like this can impact us individually and as a society. While Ohanian himself He defended himself Before those who criticized the idea (“I really don’t understand why you wouldn’t use AI for this”) others They explained to him that those memories were not real: “Creating a video for someone loved is not to create a memory of them. You are putting words they never said in their mouth.” As said Another user named Erich Thilow, “is (a memory). But seeing it will make it real in your memory. I am not a fan of something like that.” Other users took advantage of cinema as the center of the debate. A user named Vanillaelle shared A Harry Potter photogram revealing with a false memory of his parents in the mirror (which has inspired the image of this theme). Another user called Andro toward The analogy with ‘Matrix‘. In that movie, he explained, one to see her wondered why people would want to face reality. “Now he doesn’t have to ask him,” said said user. The era of false memories That new capacity of the generative AI Generate false memories It is disturbing, and it could well be part of that concept already studied in psychology. These lies memories did not happen or are the distortion of a real event, and according to experts, such as the American psychologist Elizabeth Loftus, it is possible to induce them such as hypnosis or with techniques such as the essay: repetitions of an event that was confirmed as fantastic. Upon listening or visualizing the same event, the person can begin to remember as if it had really happened. That idea thrown by this psychologist also collects it Francisco Taberneroclinical psychologist in Puertollano (Ciudad Real). According to him “memories are usually quite distorted”, but for him there is no special risk in that type of process that converts a photo into a souvenir of lie: “The general experience of memory will be subjective and more or less the same we had. I do not think that a few seconds of movement change the memory that you already had. At the emotional level the memory is all emotion, what causes you remains the same as what you have told to the AI.” Loftus – criticized by the pseudoscientific concept he created, the “false memory syndrome” – published A study In this regard, together with Ira E. Hyman Jr., and both explained how “memory is always constructive. People create the past based on the information that remains in memory, in general knowledge, and on social demand to recall situations.” Ethical and moral issues are definitely huge, and to talk about them we wanted to contact more experts. Santiago Sánchez-Migallón (The von Neumann machine) It is defined as a “philosopher of AI” and is usual collaborator of Xataka. For him, “we must understand the emergence of a technology as an opportunity and no, a priori, as something perverse only because of the fact that he treats a delicate issue as, in this case, the death or authenticity of memories.” Sánchez-Migallón makes it clear that the first thing is to make technology safe and that the user “can differentiate true and false memories”, but assured this, this expert thinks that with this technology it would be possible to help “erase traumas” and even imagine a not very distant future in which it was possible to gain procedural memories or skills: “Could we record in our brain the ability to play the piano or talk?” Darío Benítezpsychologist and co -founder of PSYCHOFLIX and of the podcast Validlyit is optimistic with AI, but you see “few or no advantage” to this type of application because “if you are reliving an image of a loved one you expose yourself to an emotion that you did not expect and that can rekindle a type of duel that you had already prosecuted.” Something like that, he indicates, can change the perception of your values ​​because this type of lies memories “can make you feel that you lived them and that that effectively happened.” It is like Ohanian’s own example. For Benítez it could happen that in the video generated the mother looked at the child with a subtle disdain and generated a reaction of the type “yes, it is true that my mother did not treat me at all well”, thus generating a hallucination that connects with another idea that perhaps had of her past, which in that case would be of the type “my childhood was not so good.” All that “would even more entangle things,” says this psychologist. The danger of being able to mold memory An technology also has another danger that we have already perceived in many other technological areas. Especially in mobile phones and social networks, which tend to isolate us and catch us in the doomscrolling. With these videos created by generative, “it could be … Read more

that of HBM memories for ia

The GPUs for artificial intelligence (AI) They are monopolizing the prominence in the pulse that the US and China have been held for almost three years. The country led by Donald Trump is doing everything within its reach to prevent avant -garde chips that design Nvidia, AMD, Intel or brains reach the rival country. And China is dedicating An enormous amount of resources to the development of their own GPU to support the work carried out by Huawei, Moore Threads, Metax, Biren Technology or Innosilicon, among other companies. However, this is not the only war that China is fighting from a strictly technological perspective. GPUs for Ia work side by side with HBM memory chips (High Bandwidth Memory). In fact, its performance is largely conditioned by these memories. The main HBM chips manufacturers are Skorean companies SK Hynix and Samsung, as well as the American Micron Technology. China has several memories manufacturers Important, but they currently do not have solutions capable of competing with the best of SK Hynix or Micron. For the country led by Xi Jinping this lag is a problem. And it is because not having their own HBM memories comparable to the best ones manufactured by South Korean or American companies last the development of their AI industry. SK Hynix, Samsung and Micron are manufacturing on a large scale, although with different success12 -layer HBM3E memories. The two South Korean firms will produce large -scale HBM4 chips during the second semester of 2025, and Micron will do so in 2026. However, CXMT (Changxin Memory Technologies), one of the Chinese companies specialized in the production of memoirs, will launch Your first HBM3E chips in 2027. South Korea has so much to lose in the War of the Dram Chips as the US SK Hynix leads the HBM memories market with a shocking authority. Your market share Broken 70%so that the remaining 30% are distributed by Samsung and Micron Technology. After them, Chinese chips from Yangtze Memory Technologies Co. (YMTC) and CXMT are stronger. For the South Korean government Your semiconductor industry has a strategic role, like those of OLED panel production either Battery manufacturing. These three sectors, in fact, have a very deep impact on their economy. CXMT has increased its production capacity of DRAM chips almost five times during the last four years Interestingly, memory chips are The South Korean economy engine Trade dependent. The integrated memory circuit market has a huge growth potential due, precisely, The high demand for these chips which has led to the proliferation of data centers for AI applications. And, as expected, Chinese semiconductor manufacturers do not want to stay out of it. CXMT, YMTC and other Chinese companies have chosen to compete in this market so attractive deploying a very aggressive price policy. CXMT in particular has increased its production capacity of DRAM chips almost five times during the last four years, which has allowed it to increase its global market share Until a very worthy 9%. This growth has placed this company just behind Micron if we stick to its market share, so it is already the fourth largest memory chips manufacturer on the planet. To even more curly the Chinese government, it is financially supporting its manufacturers of this type of semiconductors in response to the sanctions deployed by the US and its allies, so the competitiveness of the Chinese companies is upward. In this Chinese scenario it represents a great threat to the economy of South Korea. As we have seen, the semiconductor industry in general, and that of memoirs in particular, has a strategic value for the latter country, so it is crucial to protect the competitiveness of Samsung and SK Hynix in front of its Chinese rivals. And what they are doing is not to contribute to the collapse of prices; The two main manufacturers of South Korean memories are betting on The most advanced memory technologies that exist, the HBM4 and the CXL (Compute Express Link), with the purpose of leading in performance and efficiency, and, thus, dominating the market chips market for IA applications. More information | Digitimes Asia In Xataka | Chinese memory chips manufacturers are a nightmare for the US and South Korea. There is a lot at play

Intel plans to get fully into the market in which South Korean SK Hynix has become rich: memories for AI

The South Korean company SK Hynix leads the HBM memories market (High Bandwidth Memory) With a shocking authority. Your market share Broken 70%so that the remaining 30% are distributed by Samsung and the American memory manufacturer Micron Technology. These memoirs work side by side with the GPUs for artificial intelligence (AI). In fact, one of SK Hynix’s main clients, possibly the oldest, is Nvidia. According to the consultant Datam Intelligence The global market centers market for AI will grow annually 24.5%, so it will go from having a volume of 13,670 million dollars in 2024 to no less than 78,910 million in 2032. For designers and integrated circuit manufacturers compete in a market with this growth potential is crucial, hence several Chinese companies are planning to get into it. And for Intel represents a too juicy opportunity to let it escape. Intel and Softbank work together in a new type of memories for ia The manufacture of HBM memories is very complex. This is the reason why this market at the moment is distributed only to the three companies that I have mentioned in the first paragraph of this article. However, its great growth potential will surely cause other companies over the next few years. Intel is going to be one of them, although the interesting thing is that he will not compete alone or fight for the HBM chip market. Intel and Softbank have proposed to complete the development of a prototype and evaluate its viability from a technical point of view by 2027 This American company has founded a company specialized in the design and manufacture of memory chips from the Japanese investment group. His name Saimemory And he was born expressly to compete from you to you with SK Hynix, Samsung and Micron Technology. Your plan consists in developing a new type of High performance packed dram memory From some patents prepared by Intel and several Japanese research centers, among which is the University of Tokyo. Intel and Softbank have proposed to complete the development of a prototype and evaluate its viability from a technical point of view by 2027. In fact, they intend to manufacture on a large scale and market this dram memory stacked for ia before it ends this decade. The performance of HBM memories is very high, but, as I mentioned a few lines above, they are difficult to manufacture. In addition, they are expensive, they dissipate a lot of energy in the form of heat and consume a lot of electricity. Stacked dram memories, however, on paper will be easier to produce, more efficient, and also cheaper. If when they are really satisfied the expectations that have generated it is possible that They end up displacing HBM chips. In fact, Intel and Softbank are not at all the only companies that trust the potential of stacked dram memories; Samsung and Neo Semiconductor are also developing this type of chips, so before the Memoirs market expires this decade will be much more competitive than today. Image | Samsung More information | Nikkei Asia In Xataka | South Korea fears US reprisals. To avoid their old lithography equipment, they take dust on a warehouse

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