NuAxiSemiconductor trade intelligence
Intel and Softbank aim ZAM at HBM
What happened
Intel is partnering with Softbank's SAIMEMORY to commercialize Z-Angle Memory (ZAM), a novel stacked DRAM architecture developed under a U.S. government R&D program. The technology claims to offer higher density and lower power consumption than current HBM, targeting the AI/ML market. Watch: This long-term R&D initiative could reshape the competitive landscape for high-performance memory but has no immediate impact on current HBM supply, pricing, or procurement.
Impact and signal
Low impactImpact score: 15/100
Affected components and suppliers
IntelSAIMEMORY
rd-milestonenew-technologyhbm-alternative
Source and time
Source: Blocks & Files · 2/4/2026 · View original source
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