… For those unaware, the AI industry is in dire need of DRAM production scaling up, as every AI cluster requires HBM capacity per chip, which in turn generates massive demand for DRAM. …
… Read all comments on Micron Is Abandoning Consumer SSDs & RAM; Crucial Products Are Being Killed Off as the Company Shifts Everything Toward AI
… 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. …
… This pursuit is driven by two key bottlenecks: the first is that the entire AI supply chain currently depends on the Taiwan giant for front-end and back-end needs, which creates a 'single point of failure' in case geopolitical rivalry between China and Taiwan heats up. …
… 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. …
… In an AI-driven world where data must move continuously, predictably, and at massive scale, storage performance has become a first-order design constraint. Why PCIe Gen6 matters The transition to PCIe Gen6 represents one of the most significant shifts in I/O architecture in years. …
… Related Story Google’s TurboQuant Made The Memory Industry Fear The Boom Was Over; Even The Researcher Behind It Is Shocked By The Reaction With the two companies' supply capacity falling short of the surging DRAM demand driven by global investment in artificial intelligence AI , some are predictin… …
… 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. …
… Notice on 2026 Product Price Adjustments Dear ASUS partners and customers, Thank you for your long-standing support and trust in ASUS. In this new era of AI-driven computing, enterprises face both greater opportunities and challenges in operational planning. …
… 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. …