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[News] PSMC Joins Intel, SoftBank’s ZAM Initiative to Manufacture AI Memory, Eyeing an Alternative to HBM
What happened
PSMC joins Intel and SoftBank's Z-Angle Memory (ZAM) initiative targeting AI/HPC applications, with pilot production slated for 2027 and mass production for 2029. The technology claims potential advantages over HBM, including 40-50% lower power consumption and higher density per chip. Neutral: This is a long-term R&D project with no immediate impact on current supply, pricing, or trading dynamics for existing memory components.
Impact and signal
Low impactImpact score: 10/100
Affected components and suppliers
AI MemoryHBM
partnershiprdai-memory
Source and time
Source: TrendForce · 2/22/2026 · View original source
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