…CXMT has been on my radar lately as multiple motherboard and PC component makers have made moves to validate its memory for their products . Considering the news that CXMT is reportedly massively…
…AI's growth has outpaced the hardware available, and it seems unlikely the memory crisis will be ending soon. Even Samsung, one of the big three memory manufacturers, warns there will be…
AI's hunger for both power and memory, plus the resulting supply crisis of the latter, has led to many industry players engaging in a spot of creative problem solving. Case in…
…These are manufactured by the same companies that produce High Bandwidth Memory (HBM) for AI data centers, and since the growth of those has exponentially increased in recent times, demand for memory…
…Samsung, one of the big three memory manufacturers, has warned of a ' severe' memory supply crisis next year , and it will likely take some time for supply to catch up with demand…
…three' memory manufacturers, just shared its 2026 second quarter financial results, and its record-breaking revenue of 79.3 trillion won (roughly $55.6 billion) isn't all good news. Despite continuing…
…Therefore, we believe that the overall memory market is likely to continue experiencing supply shortages until 2028." It's worth noting that Team Group doesn't manufacture DRAM and NAND flash; instead…
…One could also argue that the construction and output update from SK hynix could make the present situation worse, because if the world's second-largest memory chip manufacturer isn't able…
…Research suggests that memory prices are likely to rise as much as 50% in Q3 alone . Recent analysis by Bernstein suggests prices won't dip until 2028 , when major manufacturers are expected…
…For instance, earlier this month it was reported that AMD may raise the price of its GPU and VRAM bundles for graphics card makers . This follows news back in March that both…
