… Interestingly, HDDs contain almost no silicon for storage purposes, so their significant price increases are a supply chain issue unrelated to the semiconductor industry. Apart from the controllers that use silicon, HDD platters are made from materials that are not currently in short supply. …
… As more optimizations are made to serve AI tokens efficiently, more token consumption will occur. We are now waiting to see how this balance between optimizing memory usage, supply chain improvements, and other factors will translate into future DRAM fab investments. …
… Iran struck a Saudi facility back in April that supplied 70% of the global supply of the base material for PCBs. www.tomshardware.com/tech-industry/complex-that-supplies-70-percent-of-global-critical-pcb-base-targeted-in-iranian-strike-attack-could-fracture-the-already-disrupted-electronics-supply-… …
… "Regarding the impact of the storage component market on PlayStation 5 hardware, we have secured the storage quantities required to achieve our projected sales volume in fiscal year 2026 ending in April 2027 ." Interestingly, the company did not announce any immediate price hikes due to ongoing DRA… …
… 10 This is the effect of the damage to the SABIC complex in Saudi Arabia which produces 70% of the PPE for PCBs: www.tomshardware.com/tech-industry/complex-that-supplies-70-percent-of-global-critical-pcb-base-targeted-in-iranian-strike-attack-could-fracture-the-already-disrupted-electronics-supply-… …
… Systems get theoretically more secure with AI checking for bugs etc. and it's so much easier to slip stuff into the supply chain via software and sometimes even via hardware from the factory than to try to find, recruit and pay some small number of genius hackers to break the latest kernels. …
Wednesday, August 5th 2026 Apple Scrambles for DRAM, CXMT Reportedly Rejects Negotiations by AleksandarK Yesterday, 20:58 Discuss 20 Comments Apple is one of the largest supply chain operators in the world, maintaining a vast network of suppliers and manufacturing capacity. …
… Specifications Manufacturer: MSI Model: MPG CORELIQUID P22 360 W Socket Support: Intel: LGA1851, LGA1700 AMD: AM5, AM4 CPU Block: Base Material: Copper Pump: RPM: 3400 Radiator: Dimensions: 394 × 119.2 × 27.2 mm Material: Aluminium Fans: Model: CycloBlade 7 ARGB Dimensions: 120 × 120 × 25 mm Fan Sp… …
… For a SKU that features 32 GDDR7 memory modules, each with a 3 GB capacity, any increase in supply chain costs is instantly multiplied by 32 for this very expensive component. …
Tuesday, July 21st 2026 DRAM Shortage Will Last Another 10 Years, Warns ADATA Chairman by AleksandarK Today, 08:45 Discuss 27 Comments DRAM is currently one of the few "commodities" in the computing world that is so supply-constrained it might take another 10 years for the supply chain to stabilize. …