Samsung Wage Talks Collapse Ahead of Planned 18-Day Semiconductor Strike
… Analysts estimate that a strike involving approximately 50,000 semiconductor workers could reduce global DRAM supply by roughly 3% to 4% and NAND output by 2% to 3%. …
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Nvidia CEO Now Compares Aging GPUs To Fine Wine
… The supply constraints extend well beyond GPUs. Wafer manufacturing, CPUs, DRAM, and AI cloud infrastructure providers are all reportedly facing capacity limitations as demand for AI services continues to expand globally. …
KIOXIA EXCERIA PRO G2 (PCIe Gen 5.0 NVMe SSD @ 14,9 GB/s) review
… The current storage market continues to experience pricing pressure and supply volatility driven largely by AI infrastructure demand and hyperscale data center expansion. …