EPISODE · Jun 8, 2026 · 8 MIN

The Memory Market Is Shifting from DRAM to Compute Class

from Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry · host Fexingo

In this episode of Semiconductor News with Fexingo, Lucas and Luna explore the seismic shift in the memory chip market. With Micron down over 10% in the past five days and the broader semiconductor index slipping, they analyze why traditional DRAM is losing ground to compute-class memory like HBM and CXL. They discuss how AI workloads are demanding faster, more intelligent memory solutions, and what this means for companies like Samsung, SK Hynix, and Micron. The hosts also touch on NVIDIA's recent slide and how memory bottlenecks are becoming the next frontier in AI hardware. Tune in for a focused look at the memory revolution that's reshaping the chip industry. #MemoryChips #DRAM #ComputeClassMemory #HBM #CXL #SemiconductorIndustry #Technology #SemiconductorNews #FexingoBusiness #BusinessPodcast #AIHardware #Micron #SKHynix #Samsung #NVIDIA #AMD #ChipDesign #DataCenter Keep every episode free: buymeacoffee.com/fexingo

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