… All three major DRAM producers are reallocating fab capacity toward DDR5, LPDDR5X, and high bandwidth memory HBM to meet AI-driven demand from hyperscalers and data center operators. …
… North American demand growth is projected at 22% to 25% this year, while supply expansion trails at 12% to 19%, according to Rebio Group estimates. Data Center Dynamics reported that lead times have stretched to 20 weeks for large-volume buyers and up to a year for smaller purchasers. …
… Go deeper with TH Premium: AI and data centers Photonics and high-speed data movement is the next big AI bottleneck The data center cooling state of play Massive AI data center buildouts are squeezing energy supplies Ultra Ethernet: The data center interconnection of tomorrow "We are working with c… …
… They’re eyeing up locations further eastward that are in less close proximity to an active warzone. “We see Asia's AI data center expansion getting even stronger in the coming years, especially in Southeast Asia, Japan, and Australia as hyperscalers could divert projects from the Middle East toward… …
… Go deeper with TH Premium: AI and data centers Photonics and high-speed data movement is the next big AI bottleneck The data center cooling state of play Massive AI data center buildouts are squeezing energy supplies Ultra Ethernet: The data center interconnection of tomorrow Located off the coast … …
… Go deeper with TH Premium: AI and data centers Photonics and high-speed data movement is the next big AI bottleneck The data center cooling state of play Massive AI data center buildouts are squeezing energy supplies Ultra Ethernet: The data center interconnection of tomorrow Katouzian is bringing … …
… Go deeper with TH Premium: AI and data centers Photonics and high-speed data movement is the next big AI bottleneck The data center cooling state of play Massive AI data center buildouts are squeezing energy supplies Ultra Ethernet: The data center interconnection of tomorrow TeraFab, which Musk an… …
… Looking ahead, we expect server growth to accelerate meaningfully as we scale supply to meet demand." Article continues below Data center: A record quarter and great prospects Go deeper with TH Premium: CPU CPU scaling with DLSS Ryzen to the top: How AMD innovated in the gaming CPU market How ARM i… …
… If we consider only 2025 data center CPU shipments, Arm would need around 4% unit share of the current server CPU market to achieve its $2 billion revenue target. …
Storage Latest about Storage SSD prices skyrocket by 300% in Japan, bringing 8TB Samsung 9100 drive to an eye-watering $3,500 By Jowi Morales Published 13 May 26 SSDs Best MicroSD Express Cards For The Nintendo Switch 2 in 2026 By Zhiye Liu Last updated 13 May 26 microSD Cards Nextorage NEM-PAC 2TB… …
