… While the goal certainly seems optimistic, it is also important to note that the NAND supply lines are already under massive pressure following demand for storage from CSPs and AI giants, and given that the AI SSD solution being discussed actually becomes mainstream, well, you could expect a DRAM-l… …
… It projects that, except for the high-bandwidth memory HBM and SOCAMM modules, the growth for the commodity DRAM will remain constrained through at least 2028. …
… More importantly, Big Tech isn't giving up its pursuit of developing data centers and AI infrastructure, which means that as long as the AI bandwagon continues, consumers will face supply constraints across multiple segments. …
… We recently discussed how mid-tier laptops are projected to use 8 GB memory as the standard , given that memory shortages won't allow manufacturers to maintain pricing as well as higher RAM configurations onboard. …
Just as Microsoft shares the first details on the next Xbox console , codenamed Project Helix , at GDC 2026 , it seems that its much-criticized "This Is an Xbox" marketing campaign is already over. …
… More particularly, Gelsinger had made several efforts to turn around the foundry division, but the 18A node was a project on which he was personally the most optimistic. In an interview with Stratechery , he claimed that all of his confidence was in the 18A node. …