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Chinese memory and storage firm expected to post more than 60,000% jump in profits due to exploding demand — Lexar owner Longsys forecasts nearly $1.5 billion profit for 1H26 compared to $2.1 million last year

…but many Chinese memory brands have been ditching the three mainstream suppliers — Micron, Samsung, and SK hynix — for CXMT and YMTC silicon . U.S. manufacturers like Corsair, Dell , and HP, have started…

Jul 7, 2026 · Jowi Morales

Micron commits $500 million to GlobalWafers' Texas wafer plant as it raises U.S. spending to $250 billion — memory maker aims to manufacture 40% of DRAM in the US by 2035

…quarter in early 2026, according to TrendForce — and manufacturers increase prices. Apple raised MacBook, iPad, and Vision Pro prices last month , citing memory costs, and none of the announced U.S. capacity…

Jul 13, 2026 · Luke James

Lenovo says the 'RAMageddon' is the new normal, outlines survival guide — at ISC 2026 an exec said 'it will never be like it was last year'

…The company reportedly argued that even as significant new manufacturing capacity comes online beginning around 2028, demand from AI infrastructure is expected to absorb much of that additional output, preventing DRAM and…

Jun 28, 2026 · Zak Killian

Nvidia reportedly cancels quad-die Rubin Ultra GPU in favor of dual-GPU design, report claims — complex design purportedly scrapped over 'manufacturing execution concerns'

…Tom's Hardware Premium Roadmaps High-Bandwidth Memory (HBM) Roadmap Nvidia Enterprise GPU and CPU Roadmap AI accelerator Roadmap Desktop GPU Roadmap 3D NAND Roadmap Nvidia's Rubin Ultra GPU with four…

Jun 30, 2026 · Anton Shilov

Chinese makers of DRAM modules, SSDs have a serious advantage over American and Taiwanese suppliers, says SMI SVP — state guidance secures local DRAM and SSD supply while the Big Three chase AI margins

China-based manufacturers of memory modules and solid-state drives may have an unexpected advantage over their overseas peers. That advantage could be China's government guidance for domestic memory makers to…

Jun 18, 2026 · Anton Shilov

Record-high pricing pushes SSD and memory makers to borrow $880 million just to afford buying chips — Adata, TeamGroup, and others take on substantial debt to survive shortages

…Memory manufacturers continue to prioritize high-margin server DRAM and HBM production over consumer and mobile applications, and new fab capacity isn’t expected to come online in volume before late 2027…

May 18, 2026 · Luke James

AI data centers require 36 times more fiber than designs with standard servers — severe glass shortages push cable lead times out to a full year

…Earlier this month, Nvidia invested $300 million in Corning to build three new fiber manufacturing plants in North Carolina and Texas. North American demand growth is projected at 22% to 25% this…

May 16, 2026 · Luke James

Microsoft vows to make Windows 11 fly on 8GB RAM amid memory shortage — optimizations to reduce OS memory footprint have begun

…Unfortunately, the RAMpocalypse has forced both users and manufacturers to stick with slower DDR4 memory and lower capacities. Some experts predict that the entry-level PC will disappear by 2028, and we…

Aug 1, 2026 · Jowi Morales

DDR4 Reviews, Analysis and Buying Guides | Tom's Hardware

…DDR4 'Rapid spike' in DDR4 spot pricing precipitated by manufacturer phase out plans, US-China tensions, and market uncertainties. DDR4 ChangXin Memory Technologies (CXMT) is expected to end production of DDR4 memory…

Jan 15, 2026

SK Hynix says 2027 will be the 'worst year' for memory shortage, forecasts crunch to last until 2030 — CEO shares grim outlook on the day SK Hynix gets listed on Nasdaq

…On top of advanced manufacturing, HBM also consumes more wafer capacity than DDR5, forcing major memory brands to reallocate supply and double down on an already sticky supply situation. Forecasts like this…

Jul 11, 2026 · Jake Roach

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Chinese memory and storage firm expected to post more than 60,000% jump in profits due to exploding demand — Lexar owner Longsys forecasts nearly $1.5 billion profit for 1H26 compared to $2.1 million last year

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Hyperscalers commit nearly $2 trillion to secure AI hardware and memory — Google leads $811 billion spending surge while Apple trails at $57 billion

Anthropic co-designing custom AI inference chips to bypass costly Nvidia GPUs — Samsung reported as manufacturing partner for Claude maker

Microsoft quietly purges 32GB of RAM recommendations from its website — company reels from the effects of the memory shortage as it released 8GB base models for Surface laptops this year

Three major PC makers now using Chinese memory to fight 'unprecedented memory shortage,' report claims — HP, Asus, and Acer using 'small amounts' of CXMT chips in limited number of notebooks for non-US market