… Samsung Sees A 'Greater' Opportunity With DDR5 Over HBM Modules, But Most of the Production Will Go Towards AI The memory shortages have reached an 'unprecedented' level, to the point where some of the RAM modules out there have crossed the $1,000 barrier, and by the looks of it, the supply is expe… …
… Read all comments on Micron Is Abandoning Consumer SSDs & RAM; Crucial Products Are Being Killed Off as the Company Shifts Everything Toward AI
… More importantly, for Taiwan in particular, the pressure to shift chip production lines to the US has increased sharply since President Trump took office. …
… Read all comments on NVIDIA Looks to Intel’s 18A/14A Process and EMIB Packaging for Next-Gen Feynman AI Chips, Signaling a Major Foundry Shift Beyond TSMC
… AI infrastructure already consumes a significant and growing share of global electricity, and energy availability has become a limiting factor for expansion. Any storage solution that improves performance but worsens energy efficiency simply shifts the bottleneck elsewhere. …
… The demand for CPUs has been much more aggressive in recent times, as hyperscalers have shifted towards CPU-only workloads, mainly driven by agentic AI applications. …
… The downtrend in the budget PC segment is mainly due to PC manufacturers' inability to serve these price segments, as rising memory costs, combined with shortages in segments like CPU/GPU, have forced them to focus on products that maintain gross margins. …
… However, OEMs have now held off on price hikes to a much greater extent, limiting them to a few high-end SKUs and raising prices to get more RAM/SSD onboard. But in terms of base pricing/MSRP or products, the hikes have been sustained; according to IDC , this could change in the coming weeks. …
… The shift from Taiwan doesn't bring only TSMC's facilities and talent; it is a much broader transition that includes other supply chain partners, ultimately meaning that chip production will remain entirely on American soil once these facilities become operational. …
… In addition to HBM, the company plans to showcase SOCAMM2 , a low-power memory module specialized for AI servers, to demonstrate the competitiveness of its diverse product portfolio in response to the rapidly growing demand for AI servers. …