…Memory demand has been opened up from multiple fronts, with a few prominent ones being hyperscalers, ASIC manufacturers, GPU manufacturers, and, of course, the consumer segment. However, since the second half of…
One of the largest PC manufacturers, HP, may look to Chinese memory suppliers to secure its DRAM supply, as all other options appear to be exhausted for now. China's CXMT Could…
…The leaker doesn't specifically mention why the CPU release might be pushed ahead, apart from claiming that manufacturers are targeting a 'CES 2027' release window, but based on what we have…
…Not only has the situation caused uncertainity amongst gamers, who are worried about consumer PC upgrades, but for manufacturers like ASUS, Dell, and others, there are few options left to cater to…
…NVIDIA's New Storage Solution Could Alone Take Up a Massive Portion of the Global NAND Output One of the biggest bottlenecks in agentic AI environments is that query processing generates a…
…This isn't just the first time a CPU manufacturer has reported significant demand; Intel also revealed a similar situation, disclosing that it failed to meet hyperscaler commitments because it doesn't…
…And we discussed the specific reasons why Chinese memory manufacturers won't be a viable replacement in a previous report, which you can check here . Right now, memory suppliers have every reason…
…It would be interesting to see how the Chinese AI market turns out for American chip manufacturers, since the 'floodgates' have now been opened, after, of course, the regulatory process works out…
The memory industry is experiencing a massive 'supply shock', which has prompted manufacturers to stockpile inventory, entering a panic-buying phase. Memory Shortages Are Expected to Continue Moving Into 2027, Prompting Suppliers…
…Highly Likely - Multiple reliable sources RUMOR ASSESSMENT 60% Plausible This isn't good news for PC gamers at all, as a new report suggests that GPU manufacturers may halt production of mid…