… Ironically, this raises the prospect of the memory crisis being followed by the mother of all memory gluts. As we've reported before , the major players in memory manufacturing outside of China are in the midst of increasing manufacturing capacity. …
… 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. …
The memory supply crisis has been raging since at least last year with no end in sight—some even predict prices will rise by as much as 50% in Q3 of 2026. …
… NAND memory is typically used just for storage, whereas traditional memory can be used in all sorts of applications. The memory crisis is putting a squeeze on pretty much everything, so SK hynix is likely looking to diversify as much as possible. …
… ET News via Sammobile says, "Samsung Electronics recently implemented a 900-layer Class V-NAND integrated system utilizing Cell Multi-Bonding CMB technology, which bonds two 450-layer cell wafers into one." The outlet says that the current highest layer count for NAND flash memory is SK Hynix's 321… …
… With displays being one healthy bastion during a global memory and storage crisis, it's good to hear news like this, even if any big projected industry shifts are still a couple of years out. …
… But then the real kicker drops at the end of the response: "As you may already be aware, there is a very big shortage of memory products across the market. …