Riding The Memory Boom And Trying To Avoid The Bust
…And consequently, Micron’s DRAM memory exploded in Q2 F2026, up 206.5 percent to an incredible $18.77 billion. Here’s the fun bit. DRAM revenue increased 73.6 percent sequentially…
Search
Related topics:
DRAM
Tracked topic
DRAM
DRAM, or dynamic random-access memory, is a volatile computer memory technology that stores bits in capacitors and requires periodic refreshing to maintain data.
AI Will Soon Drive A Third Of TSMC’s Business
…Soon Drive A Third Of TSMC’s Business The datacenter is tight as a drum. DRAM main memory and flash memory prices are going nuts as the hyperscalers, cloud builders, and AI…
Arista Rides AI Scale Out Networks, Moves Into Scale Across, And Awaits Scale Up
…As for the supply chain issue that is governing Arista’s sales to a large extent, Ullal said that it started out with a DRAM problem that might be a few quarters…
The Memory Crunch Pinches Cisco’s Profits
…Those operating margins took a bit of a hit thanks to DRAM and flash memory shortages, which are driving up prices. Robbins said that Cisco is changing contracts to have provisions for…
Broadcom Helps CPU And XPU Makers Go Vertical With Compute
…We have gone vertical with DRAM memory with HBM stacks, which is relatively simple given the low power draw of memory chips compared to the ASICs that shuttle data around and compute…
Only A Few AI Platforms Can Survive
…package the compute engine and networking chips, only three suppliers of HBM and high-end DRAM, and the capacity for main memory and flash memory and advanced packaging is pretty tight. Given…
If You Can Make A Compute Engine, You Can Sell A Compute Engine
…There is still plenty of competition in the markets for CPUs, GPUs, and XPUs and the DRAM, HBM, and flash memory that they all depend upon despite the demand exceeding supply. The…
Scaling The Storage Pyramid With Micron’s Datacenter Memory And Flash
…Let’s start out by talking about the many kinds of DRAM that Micron makes and how they are best suited for different devices and applications in the datacenter. Praveen Vaidyanathan: Sure…
Oracle First In Line For AMD “Altair” MI450 GPUs, “Helios” Racks
…An eight-way MI355X node with shared GPU memory of 2.3 TB of HBM3E stacked DRAM memory and 64 TB/sec of aggregate bandwidth, coupled by 896 GB/sec of Infinity…
Skyrocketing HBM Will Push Micron Through $45 Billion And Beyond
Store Skyrocketing HBM Will Push Micron Through $45 Billion And Beyond Micron Technology has not just filled in a capacity shortfall for more high bandwidth stacked DRAM to feed GPU and XPU…