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RAMageddon? 2027 Memory Capacity Reportedly Sold Out

IGN reports: [A] new report suggests that all three memory manufacturers β€” Samsung, SK Hynix, and Micron β€” have collectively sold through their 2027 memory manufacturing capacity to, you guessed it, AI companies. According to a report from Digitimes and spotted by TweakTown, all DRAM and HBM capacity has been sold through for 2027, with no further supply planned. (The companies themselves have not yet confirmed this to be the case.) Of course, that only means that retail prices are going to go up even further in the near future. Selling through all the capacity for next year would be bad enough for consumers, but the problem is that most of the companies buying up this capacity have done so through long-term purchasing agreements, essentially pre-ordering memory that hasn't even been manufactured yet over a five-year term. Unless more capacity opens up somewhere in the next few years, it's hard to imagine that RAM will become more affordable and less scarce any time soon. It's not just memory that's affected. According to that Digitimes report, NAND storage is growing in demand too. Luckily, NAND capacity hasn't been completely absorbed, because there are more companies supplying the stuff. But it's not exactly hard to see that SSDs have been growing steadily more expensive over the last six months or so.

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Review Roundup: Framework Laptop 13 Pro

The review embargo has lifted for the new Framework Laptop 13 Pro, and the consensus across the board is that it is a massive leap forward in terms of build quality and battery life. The main issue reviewers complained about is the sky-high price, with the higher-end model jumping dramatically from $2,100 up to $2,900 due to the memory shortage crisis. (Some note that the price "nearly doubled" overnight while they were in the middle of testing.) In his video review, Marques Brownlee says, "This is their best build yet. They're finally doing what people have been asking for: a premium... modular... laptop." ZDNET agrees that this device "represents a new approach for Framework and a maturation of the brand's catalog," noting that the new construction is "sleek and airtight, with no gaps, spaces, or evidence that was even put together by your hands at all." Tom's Hardware echoes this enthusiasm, declaring that "The Framework Laptop 13 Pro's sturdy design, haptic trackpad, and bigger battery feel like they should have been there all along". Battery life, which has historically been a weak point for Framework, is now a standout feature. Ars Technica points out that the combination of Intel's efficient Panther Lake chips and a new 74-watt-hour battery is "finally long enough to decisively eliminate 'mediocre-to-poor battery life' as the laptop's biggest downside." They also said it's "Framework's nicest-looking, nicest-feeling, most polished laptop design." For Linux users, the machine appears to deliver on its promises. Phoronix says the device "is designed with great Linux compatibility in mind," offering a seamless out-of-the-box experience for distributions like Ubuntu and Fedora. As mentioned above, the overarching complaint is the extreme cost. Ars Technica notes that Framework unfortunately "switched to an exotic new upgradeable LPDDR5X RAM format just in time for those modules to become astronomically expensive." Still, Marques Brownlee summarizes the long-term value proposition perfectly: while it might be painfully expensive on day one, "the longer you keep this laptop, the more it feels worth it" because you can easily repair and upgrade it over time. Compared to Apple's flagship, the Framework is "80% of the quality, way more modular," he says.

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Zilog Z80 8-Bit CPU Turns 50, Open-source Replacement Heads To Drop-in DIP40 Silicon

An anonymous reader shared this report from Tom's Hardware: The Zilog Z80 has just turned 50 years old. This iconic 8-bit processor first went on sale in July 1976 and stayed in production for 48 years until Zilog, now a Littelfuse subsidiary, stopped accepting orders in June 2024. However, there's an open-source replacement closer than ever to shipping in the chip's original 40-pin DIP package thanks to community-funded fabrication... The chip powered the ZX Spectrum, TRS-80, MSX machines, Nintendo's Game Boy, Sega's Master System, the Pac-Man arcade cabinet, and Texas Instruments' graphing calculators, then shipped in industrial controllers for decades after home computing moved on to more powerful successors. Zilog's end-of-life notice, dated April 15, 2024, told customers its wafer foundry was discontinuing support for the Z84C00 family, and last-time-buy orders closed that June. However, Renaldas Zioma's FOSS Z80 project, launched shortly after the end-of-life notice, now has working silicon. The first version, fabbed on SkyWater's 130nm node through Tiny Tapeout 7 on a die of just 0.064mm(2), has been confirmed as functional via the project's GitHub repository. A QFN64 version with all 40 pins exposed followed on the Efabless CI2406 shuttle, two further runs then went through IHP's 130nm process, and the current run targets the classic DIP40 form factor using chip-on-board assembly on GlobalFoundries' 180nm GF180MCU node via Wafer.Space. The end goal here is to fab a drop-in replacement for machines like the ZX Spectrum and RC2014 kits... Zilog is trimming the Z80's official successor line as well. A product change notification from last October put the eZ80L92, along with several Z8F-series microcontrollers, on end-of-life, citing "little to no demand..." [T]he pipelined eZ80 architecture, introduced in 2001 and still inside TI's current TI-84 Plus CE calculators, otherwise remains in Zilog's catalog. In 1999 Slashdot was calling Zilog's updated eZ80 "one of the fastest 8-bit CPUs available today, executing code 4 times faster than a standard Z80 operating at the same clock speed." Slashdot headline from 2001: Zilog To File For Chapter 11.

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OpenAI's First Device Will Be Moveable, Screenless Speaker Built as AI Companion

OpenAI is reportedly developing a screen-free, portable smart speaker meant to act as a personalized home computer and humanlike AI companion. "It will help control smart-home appliances, play media, answer questions, respond to messages and tap into the range of capabilities offered by OpenAI's ChatGPT," reports Bloomberg, citing people familiar with the matter. The device, expected to be unveiled this year and released in 2027, would mark OpenAI's first major hardware push after acquiring Jony Ive's io Products. Bloomberg reports: Apple sued OpenAI last week, accusing the company of stealing trade secrets. But OpenAI believes that the device veers significantly from anything Apple has on the market today and that it's unlikely that it violates trade secrets belonging to the iPhone maker, the people said. OpenAI's success in hardware will hinge on bringing a novel approach to the market -- something it aims to do with the smart speaker. For instance, the device's technology is meant to become increasingly personalized and proactive as it gains a deeper understanding of its owner over time, according to the people. OpenAI envisions the device anticipating needs, surfacing information proactively and serving as an expert on its user, they said. Though the speaker is designed to stay in the home, it will be easy to move around the house. OpenAI believes the product's defining feature will be its personality and ability to connect on a humanlike level with users. The speaker incorporates mechanical elements that can move on their own, creating a sense that it is alive and not just an object responding to commands. The machine also will draw on personal information such as emails to better understand its owner. The goal is for the device to feel like a companion and become a physical manifestation of OpenAI's ChatGPT. Still, the exact plans could change as the company works through the development and legal process. The device's communication abilities will rely on a more advanced version of the ChatGPT Voice Mode -- GPT-Live -- that OpenAI rolled out this month. The new voice mode is designed to act more like a human. It can listen and talk at the same time, adapt more naturally during conversations, and quickly process information. Though the new product resembles a speaker, OpenAI internally describes it as the first of its kind: a computer built for AI to help make busy people more productive. It includes a camera and other sensors that help it understand a user's surroundings and context, as well as advanced AI models beyond those available on conventional smart speakers. Another central difference is that the device includes a rechargeable battery, allowing it to be carried from room to room throughout the day. A user could bring it into the laundry room while doing chores, move it into the kitchen for cooking assistance, and later place it in a living room or bedroom to have it play music. It can also remain plugged into a single room if the customer chooses.

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SK Hynix CEO Warns 2027 Will Be Memory's 'Worst Year' Ever. Shortages May Outlast the Decade

The CEO of SK Hynix, one of the three largest DRAM producers, predicted to Reuters that the memory industry will see its "worst-ever" supply shortages in 2027, reports the hardware/gaming news site Wccftech: SK Hynix has also forecasted that, given the current market demand, they will fall way short of fulfilling the market demand, and that will continue beyond 2030. The comments from SK Hynix are in line with what Samsung and Micron executives have already said. Samsung has warned of 2027 being the worst year in terms of shortages and that things will continue this way till 2028 and beyond. Meanwhile, Micron has said that the current shortages are only the "first innings" and that both DRAM/NAND supply will be tight, as they are only able to meet 40-50% of the total market demand in the coming years. Heightened demand from AI customers and multi-year agreements further put pressure on the market. The big three DRAM makers have already prioritized premium DRAM segments such as HBM and LPDDR5X, while commodity memory such as DDR5, DDR4, and entry-level LPDDR RAM has taken a back seat. While these have boosted the profits of SK Hynix, Micron, and Samsung, they have devastated the consumer segment, which is facing the worst kind of price hikes that are affecting all sorts of components and platforms, including PCs, Smartphones, Consoles, etc... SK Hynix, like Samsung and Micron, is also preparing to embark on a multi-year and multi-billion dollar expansion plan with new fabs and facilities being laid out across South Korea. SK Hynix is also considering the construction of Fabs in the US, Japan, and Southeast Asia, though the final plans are yet to be cemented. Micron recently started construction of its new facility that will be used for DRAM production. As SK Hynix proudly marks its Nasdaq debut, its CEO's sobering forecast serves as a clear reminder: the memory industry is entering its most challenging chapter yet. With 2027 poised to bring the worst supply shortages in history and tight conditions likely persisting beyond 2030, the AI boom is reshaping the entire semiconductor landscape.

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Should you get a warranty?

In a normal world, I would say β€œabsolutely not for workstations” and β€œabsolutely yes for servers.” But should I be rethinking that stance given our chip and hard drive situation? For consumer PCs, the question may be made for you. Some PC vendors do not offer warranties other than the initial year for consumer systems. […]

Micron Locks In Historically High Memory Prices For Five Years

Micron has signed 16 "strategic customer agreements" (SCAs) that include a floor price the company says comes with "a very robust gross margin for Micron, well above our peak quarterly margins in any past cycle." Most of the deals run through 2030 and cover about 40% of Micron's revenue. The Register reports: Micron CEO, president and chairman Sanjay Mehrotra explained the SCAs in prepared remarks delivered during the company's Q3 earnings call. He explained that Micron has signed 16 SCAs, most of them covering 2026 to 2030, and that they involve a commitment to buy a certain quantity of product and pay for it in a pricing band that has a floor and a ceiling price. The floor price covers the historically high gross margins mentioned above, and the ceiling price means those who commit to an SCA are insulated if memory prices go even higher. The CEO said 16 customers have signed SCAs and then explained why it's worth locking into the deals even though they bake in such high margins. "Our customers are recognizing that supply shortages in memory and storage will take considerable time to improve," he said. "Even as we expect industry supply to improve gradually in 2028, we currently do not have line of sight as to when memory supply will be able to catch up with increasing demand." Even massive efforts to build new chip fabs aren't much help, he said, because the increasing complexity of new memory types means it takes longer to build factories -- and when they come online there still won't be enough capacity to build both the high-bandwidth memory needed for AI and other types of NAND and DRAM. "Supply is structurally constrained in its growth and ability to meet industry demand, despite our comprehensive efforts to increase supply," he said. Don't assume that SCAs mean your suppliers get price certainty, because Mehrotra said the deals will account for 40 percent of Micron revenue -- meaning the company is reserving most of its inventory to sell at prices it can negotiate. The CEO did have a little good news in the form of predictions that Micron's DRAM output in 2026 will "grow in the low- to mid-20s percentage range, slightly above our prior outlook." He also revealed that the SCAs see customers pay up front, which helps Micron to fund its fab expansions.

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OpenAI Unveils First Chip As Part of Broadcom Deal

OpenAI and Broadcom have unveiled Jalapeno, OpenAI's first custom AI chip, designed primarily to handle inference for ChatGPT and other services. It's a major step in OpenAI's plan to "build the full stack behind its models and products," says OpenAI. "By designing more of the stack ourselves, we can serve more intelligence with greater efficiency and keep pushing advanced AI toward broader access." CNBC reports: The chip with Broadcom is an ASIC, which industry experts say is less flexible than Nvidia's GPU, but is also less expensive and can be designed for specific AI tasks. OpenAI said that it designed the chip in nine months, and that it also crafted large parts of the computer system where it will be used. The companies are calling the chip an "Intelligence Processor" and describe it as the first "AI accelerator" in a platform they're building "to make advanced AI faster, more reliable, and more accessible to more people." [...] A physical sample of the new chip will be delivered to OpenAI on Wednesday. The companies said they're aiming for initial deployment of the Jalapeno chips by the end of 2026, "expanding in the years ahead."

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A 25-Year-Old Blog Looks Back At 40 Years of Computing

Ancient Slashdot reader Mark Round writes: Longtime reader here (since mid-1999 -- Hot Grits! Oog the Caveman! Beowulf clusters!), and I can still remember posting back on Slashdot's own 5th anniversary. Time's rolled on: my own blog just turned 25, and it's now roughly 40 years since I first sat down at a computer. So I went digging through archive.org, old backups, and a box of ZIP disks, and wrote up a long look back at four decades of computing through the one website that's been my online home along the way. It runs from my first 8-bit micro and a 1,200-baud modem through discovering the actual Internet at university (and burning far too many hours on Slashdot and sister sites like freshmeat.net), past gloriously pimped-out Enlightenment Linux desktops, all the way to the modern cloud-native world. Plenty of dodgy screenshots, terrible code, and fond memories of long-gone haunts like kuro5hin.org and Linux Coffee Talk along the way.

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Terabyte update 2026

HARDWARE By Will Fastie In last year’s Terabyte update, I mentioned chaotic pricing and the difficulty in stating future trends. This year, it’s far worse. To the extent I mentioned cause and effect, I was wrong. Tariffs bounced around and eventually settled down; they had little effect on the storage market. Inflation was a factor […]

64 gigs in your future?

In my profession we have to attend continuing education and the topics can range from accounting to technology. Today was tech day, where Roman Kepczyk was discussing tech trends and planning. A couple of his comments made me go, β€œHmmm, interesting.”  He indicated that he has seen several firms actually budget for, pay, and install […]

Kindle jailbreaking, libraries and other ways to read ebooks

When Amazon announced that it would be sunsetting some Kindle devices, many people started pointing to workarounds. From jailbreaking Kindles to online library access, when someone says, β€œSorry we no longer support that device,” I can guarantee you that someone will find a way around that block to make the hardware at least somewhat functional. […]

Snapdragon X2 is fast, but Windows on Arm holds it back

SILICON By Matthew S. Smith Qualcomm’s Snapdragon X2 chips are mighty, but Windows on Arm can still be a mighty pain in the neck. In May 2024, I took the train up to Seattle for Microsoft’s Build developer conference. It’s usually a series of nerdy talks from passionate developers that end up overshadowed by hyper-corporate […]

Will’s NAS: Planning

ISSUE 23.18 β€’ 2026-05-04 HARDWARE By Will Fastie Somewhere in the AskWoody archives, you’ll find an article stating my ultimate goal β€” to reduce the number of PCs on my desk from four to one. Hah. That didn’t happen. I did manage to cut it down to two, though. Then I bought a Mac mini. […]

Will’s NAS: Build

HARDWARE By Will Fastie Physically putting the NAS together is easy. Setup takes some time. You’d think somewhere along the line I’d have deployed network-attached storage for someone, client or friend. This is the first time. It’s different from putting together a RAID solution for a business’s server or creating a mirror for my own […]

Will’s NAS: Deploy

HARDWARE By Will Fastie With the NAS now up and running with an accessible storage volume, it’s time to make it useful. What’s useful? As stated in the previous articles, I want the contents of my D: drive out of my daily driver, Obsidian. But I still want all that data to be easily accessible. […]
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