… "The supply shortage is not limited to DRAM. NAND flash memory is also experiencing a similar supply shortage, resulting in a tight supply-demand situation across the entire market. …
… As reported by Computerbase , a forecast on the supply and prices of DRAM was presented by Lenovo at a high-performance computing event last week. …
… Well, with the explosion of AI, it has taken much of the market's supply of memory with it . The good news is that an AMD head is hopeful we will see DDR5 supplies ramp up greatly at some point in the next two years, as long as demand doesn't ramp up at the same rate. …
… We were told, "I think we'll start to see by the end of next year and into 2028 that that ramp really starts to take hold, and then it's just a factor of the forces of supply and demand, and how that affects memory prices." However, SK hynix and Samsung are both trying to minimise risk by not rampi… …
… And even that could see the supply-and-demand ratio shift pretty dramatically. …
… I’ve never seen anything like it in any area in over 40 years." Cook told the WSJ that both storage and memory are problems, but regarding DRAM specifically, he said: "There’s less supply at a time when consumers want devices and the memory guys are passing along huge price increases. …
… We'll still be suffering the RAMpocalypse , naturally, because AI and the enormous demand for DRAM and SSDs isn't going anywhere just yet. …
… Alongside shortages of DRAM, NAND flash, processors, and copper, it turns out that there is yet another vital component that's in high demand, short supply, and with significant price hikes. …
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… The primary reason why we've seen significant price hikes for certain graphics cards is, of course, the heavily constricted supply of DRAM modules, better known as the RAMpocalypse . …