Samsung, SK Hynix and Micron are already working on DDR6 while memory prices continue to skyrocket

The market is going through an unprecedented component crisis. In 2020, a perfect storm caused there to be no chips, but it was known that the storm would pass sooner rather than later. The problem is that the storm of current NAND chip crisis It doesn’t look like it’s going to give us a break in the short term. All memory manufacturers have focused on creating chips for artificial intelligence platformsbut in the meantime, they continue developing DDR6 memories. It will take a long time for consumers to be able to taste them. In short. DDR5 memory has not had a normal life cycle in the consumer market. It was expensive and, when prices began to drop, AI hyperscalers arrived to take over everything available. This is how we have reached a situation in which just 32 GB exceeds the 400 euros: all production is focused on hyperscalers and there are no ‘pills’ for consumption. However, that doesn’t mean that DDR5 has done poorly, not at all. Samsung or SK Hynix they are breaking records and, for them, things are working out great. That is why, together with Micron, they are starting to prepare the ground for the new technology: DDR6 memories. Last year JEDEC (the consortium that is responsible for standardizing DDR, LPDDR and NAND microelectronics) already detailed the standard LPDDR6 and it seems that the fringes are being polished for DDR6. Now, as we read in Wccftechthe big three of memory They are warming up for the near future with their new generation. Performance leap. These new memories will not only be faster. It talks about speeds minimum of 8,800 MT/s according to that JEDEC standard, but can reach up to 17,600 MT/s as the technology develops. They would practically double the performance of DDR5 and the trident of the RAM it takes a few months working together with Intel, AMD and Nvidia in the prototype validation processes. But it’s not just about pure speed, but about architecture. About 2×32-bit DDR5 RAM we would pass to a 4×24-bit subchannel architecture. It is something that brings challenges when it comes to managing temperatures and consumption, but also presents a clear advantage: improved parallelism and greater use of bandwidth. Plate change. For players, that is going to be a little problem, since an architecture change usually entails a board change. And, if the rumors and leaks are true, that plate change will be assured. The reason is that there are sources that they point that CAMM2 is going to gain a lot of weight with DDR6, especially in laptops and compact computers, and could gradually displace the traditional DIMM in certain segments. If this doesn’t tell you anything, visualize how RAM is mounted on a current motherboard. These are modules that are mounted perpendicular to the plate, something that has been around for years and that, although it has been functional for a long time, presents friction when you want to reach certain speeds. On the contrary, we have M.2 SSDs that are mounted in parallel, just like the LPDDR memory of laptops. Precisely, this is what these DDR6 tablets would be like, so manufacturers would have to redesign their boards to adapt either from the front or by adding the connectors to the back of the plate. Context. You probably have two questions in mind: how much DDR6 memory will cost and why the rush. We cannot answer the first question, but for the second question we can guess where the shots are going. We have commented that DDR6 RAM will come hand in hand with a notable improvement in bandwidth, and that is something that the artificial intelligence industry is desperately looking for. Until now, there were many powerful GPUs in data centers to train AI models, but in the era of Agentic AIwhat is needed is equipment more similar to a traditional PC. This is why Intel and AMD sand they are moving to mass-produce their professional processors again, and that is where DDR6 memory would make perfect sense thanks to that improvement in bandwidth. For inference, it’s great. It is already being tested with an arrival on the market for 2028 or 2029, but it will be the hyperscalers who monopolize all DDR6 memory production. Only when the voracity of data centers calms down will the modules begin to reach the mass consumer market. The translation is that Micron, SK Hynix and Samsung are already working on it, but to be able to build a desktop PC with DDR6 there are several years ahead. In the meantime, I’d say we can settle for DDR5, but looking at the prices… Image | Luan Gjokaj (edited) In Xataka | The RAM crisis is destroying all of Valve’s plans with its Steam Machine

After gasoline, the war in Iran is about to skyrocket the price of something just as painful: your Zara clothes

During the oil crisis In 1973, several industries that seemed completely unrelated to energy, such as plastics or fertilizers, suddenly discovered that Your costs could skyrocket in a matter of weeks for decisions made thousands of miles away, altering prices and supply chains in sectors where no one looked at the barrel of crude oil. From oil to the closet. I counted the weekend Reuters that the rise in energy prices after the war in Iran is beginning to filter down a lot beyond gasoline or transportation, reaching a less obvious field: the clothes that reach the stores. The link is direct, because a good part of the textile industry depends on petroleum derivatives, and any tension in that market is quickly transmitted to the materials that support global garment production. The key piece. Polyester dominates the global textile industry with a massive presence in almost all types of clothing, from sportswear to everyday dresses. The problem is that its manufacture depends of compounds such as PTA and MEGwhose cost has skyrocketedabout 30% due to the rise in crude oil, the increase in from Asian suppliers and disruptions in the Middle East. This pressure turns the polyester into the entry point of the energy crisis in fashion, transferring the impact from the energy markets to the fabric of the industry itself. The chain that begins to break. Reuters remembered that the blow is being felt with special intensity in India and Bangladeshtwo pillars of global clothing production. Factories that were previously operating at full capacity have drastically reduced their activity, with looms stopped, production cut by less than half and difficulties in fulfilling international orders. Added to this is the labor shortage in some textile centers, caused by basic energy problems such as the lack of gas, which adds another layer of tension to a system already on the limit. Gain time without escape. Big names emerge here, where companies like Inditex or H&M They are not yet immediately transferring the impact to the consumer thanks to advance purchases and inventory planning, which has allowed them to mitigate and cushion the blow in the short term. Even so, suppliers already they are announcing increases of prices and the absorption margin has a very clear limit. Plus: The use of recycled polyester offers some relief, although its weight remains low within the overall total, limiting its ability to offset current pressure. Costs rise, demand trembles. Thus, the price increase starts to move to threads, dyes, transportation and essential components, generating a chain effect that can end up affecting the volume of orders. For their part, manufacturers warn that, if the situation continues, production will fall and consumers will reduce purchases due to higher prices. The phenomenon, known as demand destructionintroduces an added risk: a simultaneous drop in supply and consumption that affects the entire industry. It’s not just the Zara shirt, but also the shoes. Yes, because the impact of oil aims to spread as well to the footwear sectorwhere derived materials such as foams, adhesives or synthetic soles also depend on petrochemical products. In other words, this means that the pressure on costs will not be limited to t-shirts or pants, but will reach a wide range of products, complicating the price planning and market stability. The crisis where no one was looking. In short, what began as a rise in energy prices It is becoming a structural problem for the fashion industry. In essence, the dependence on oil for key materials turns any conflict into a direct variable. about the final price of the garments. And as pressure builds up in the supply chain, the impact is no longer invisible or minimal, but is slowly but inexorably approaching. consumer pocketsignaling a profound change in how geopolitics can end up being reflected in something as everyday as the shirt that until now you bought for 20 euros. Image | POT, Leitonmahillo In Xataka | If the war resumes again, the US runs a risk unprecedented in the history of war: that the only one with missiles will be Iran. In Xataka | If the question is why the US attacked an Iranian ship with a weapon unprecedented in 40 years, we already know the answer: a “gift from China”

the number of human casualties is going to skyrocket

In modern conflicts, a single anti-missile interceptor can cost more than a home in a large European city, while the drone you are trying to shoot down can be manufactured for the price of a utility. Still, in just a few days of modern combat, entire armies can consume the equivalent of years of industrial production, revealing along the way the extent to which today’s war is fought so much on the front lines. like in factories. Eating years of arsenals in weeks. The conflict between the United States, Israel and Iran has entered a phase accelerated consumption of unprecedented ammunition, one where equivalent volumes of missiles have been expended in just days to years of productionespecially in systems such as Tomahawk, Patriot or THAAD, whose cost is millions and whose replacement can take years. This dynamic is not only triggering the economic cost and pressure politics in Washington, but also exposes a structural vulnerability: great powers simply they are not prepared to sustain prolonged, high-intensity wars, especially when they must simultaneously engage in global commitments against rivals such as China or Russia. Rheinmetall’s warning. And it is at this point where one of the most authoritative voices to talk about arsenals has appeared. The most forceful warning comes from the largest European arms industry, whose executive director, Armin Papperger, has pointed out in a CNBC interview that air defense arsenals in Europe, the United States and the Middle East are practically empty and that, if the war lasts just another month, they could be almost completely exhausted. The scenario he has drawn is completely unprecedented and the warning is not theoretical, but rather a reflection of a reality already visible: the demand for missiles It is “insane”warehouses are at their limit and the industry cannot increase production at the necessary pace, creating a very specific time horizon in which the conflict must be resolved or radically transformed into something very dangerous. The paradox of cost. At the heart of the problem is an unsustainable equation for weeks: While Iran uses cheap and easily produced drones, the United States and its allies intercept with missiles that cost millions, multiplying the economic and material wear and tear. This asymmetry, which already we had seen it to a lesser extent in Ukraine, turns the war into a kind of wear competition where it is not the one who hits the hardest that wins, but rather the one who can resist the longest by producing and consuming projectiles, and where even a successful defense involves accelerated exhaustion of critical resources. War as a “salvoe competition.” The conflict has thus evolved towards a convoluted logic of constant exchange of massive attacksone where the key is no longer absolute air superiority, but the depth of the arsenals available on each side. In this sense, most analysts match in which the outcome may depend on an unusual situation in modern wars: simply on who exhaust your reserves earlysince not even the most advanced defense systems can guarantee complete protection, and each impact that passes through defenses can have disproportionate strategic and psychological consequences, such as we have seen this week. The scenario without missiles: melee. If that critical point is reached that Rheinmetall anticipatesthe war will not stop instantly, but will very possibly mutate towards most dangerous ways: increased use of conventional artillery, the emergence special operations or even less precise attacks that increase the risk to soldiers and increase the likelihood of errors or collateral damage in urban environments and critical infrastructure. In fact, almost at the same time as the CEO of Rheinmetall discovered the future that awaits the war in the East without missiles, Israel dropped that it was time for “cavalry” on land. Because the loss of precision attack and defense capacity eliminates one of the main containment barriers of modern conflict, making violence more direct, exposed and difficult to control. In short, much more dangerous. Quick victory or wear. Thus, while leaders like Netanyahu they insist in which military objectives are achievable and the conflict could end sooner than expected, the reality on the ground points to the opposite: a war of attrition that has already surpassed the initial forecasts and that is forcing strategic decisions under material pressure. In this context, the true decisive factor stops being the immediate military power and becomes the industrial and logistics capacitywhich turns each week of conflict into a race against time between exhausting the enemy or reaching one’s own limit first. Because the great paradox, remembered by Germanyis that when the missiles fail, not only will the defenses fall, the last invisible wall that contained human casualties will fall, and with it, the war will cease to be precise and will inevitably become more lethal. Image | DoD, Bernd vdB In Xataka | The war in Iran is being given the face of Iraq in 1991. And that is dangerous because we are tied hand and foot In Xataka | Russia is not sending troops or weapons to Iran: it is sending something much more important to take down the US

The price of olive oil has begun to skyrocket at Christmas

The price of olive oil sang “the wolf is coming” a few months ago. At the end of August, and after a few months of free fallwith prices very far of the peaks from a couple of years agothe “liquid gold” seemed to was picking up again. This has been the case, and a worse than expected harvest has negative consequences on the price of extra virgin oil. The good news is that it is not as alarming as it was a few years ago. In short. 2024 and 2025 have not been years of good harvests for some products. In South America it has spent with coffee (and we carry the consequences throughout the year). It has happened with the grapes (and we will notice it in the wine), and it seems that it has not been favorable for the olive either. As they point out from The Confidentialthe latest data from Department of agriculture (some great graphs for database lovers) indicate an average price at origin of 4.56 euros per liter of extra virgin. The data offered in Oleista (which shows both extra virgin and virgin through various market sources) are in the same line: 4.11 euros, which translates into 53% more in the last 10 days compared to the previous period. And you may think “it’s not that much”, but the problem is that a white label bottle (final product, not origin) is around 4.65 euros per liter. Margins. Those nine cents difference are few, but it means that the chains have fewer margins, which is why they raise the price of that final product. Some chains are already doing it. There are several ways to see the price history of some supermarkets to follow its evolution. An example is SuperSupersbut FACUA also offers a somewhat clearer service: less historical, but more short-term information that can help us see recent evolution. According to their information, a liter of Hacendado extra virgin olive oil cost 4.65 euros 30 days ago. Today it is for 4.95 euros after an increase of 6.45%. But you don’t have to go back a month: according to the ‘snitch’, a week ago the price was 6.45% lower. When will we notice it?. The answer is obvious: now. And, of course, the question that arises is why a few months ago it took us a while to see that oil prices in the supermarket were still high when originally they had fallen sharply… and now that the situation is the other way around, they are readjusting so quickly. Times depend on several factors, but above all on stock and supply contracts. In general, adjustment is usually seen after a few monthsbut when that applies to increases, the change is much more immediate. In the end, it is a tremendously volatile market and, although In March the rains invited optimism in the price of olive oil, if these last years have taught us anything it is that two weeks of heat are enough above normal so that an entire olive campaign goes to waste. Far from the peak. It is similar to egg pricewhich has had a negative streak, but when the stabilization was there, the outbreak of avian flu appeared, which has skyrocketed the price of eggs and has had other disastrous consequences: touch the price of nougat. It’s like a pyramid of cards. However, and despite those close to five euros per liter of white label extra virgin oil, the way to console ourselves is that we are far – very far – from what we experienced just two years agowhen going to the ‘supermarket’ was a pain because you knew you were going to pay about 10 euros per liter of oil. Preumification. But in the background there is another important issue – that house of cards that I was commenting on. A few prices is a sum and continues in a supermarket basket that is increasingly more expensive when salaries do not rise at the same rate. It is one more element that supports household income, especially in countries like Spain where olive oil is a basic product. And, although this is a much more personal note, it will be a sad day when olive oil in Spain is a premium product like in other countriesand we have to use other vegetable oils or even butter to cook. A cultural and even identity loss. Images | David Clode, Antonio Molin In Xataka | Mercadona has bought the company that has been supplying pallets and boxes for decades. And there is a very simple reason

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