… Latest Results Show Cooling Solutions Are Unable To Tame Mobile SoC Performance Shifting to less premium camera sensors helps to free up room for company margins, as a major chunk of cost is now attributed to DRAM and storage purchases The more expensive sensors offer better specifications, such as… …
… This acceleration was prompted by the big three, who have so far failed to address supply constraints & regardless of how much investment they are pouring in towards the construction of new DRAM production facilities, they still aren't there yet at the moment. …
… On this front, UBS believes that while the memory price hike growth can moderate after 2027's first quarter, it does not "expect a decline in prices further impacting PC, server, and storage margins for longer." During Dell's earnings call, chief operating officer Jeff Clarke discussed the rate of … …
… According to Chia-Chang Gou, General Manager of SIMO-US, a major memory controller chip manufacturer, the focus of AI investment is rapidly shifting from training to inference, which is further driving the simultaneous growth of memory and storage demand. …
… Interestingly, Jensen also showcased a new memory platform , called "Inference Context Memory Storage Platform", which is a new class of AI-focused storage that will also likely take up DRAM wafers. …
… But there are more DRAM suppliers than just these two. …
… Micron CEO Sees Demand For Faster Memory To Increase Massively For AI To Reach Its Full Potential Memory & Storage maker, Micron, has seen exceptional growth across all of its businesses , which include DRAM, NAND, and HBM. …
… The firm adds that high demand for HBM and DRAM memory modules and the resulting tight capacity is also leading to higher demand for NAND chips. …
… Overall, many vendors have confirmed that the DRAM and SSD prices will remain high throughout 2026 and 2027. The AI demand keeps gobbling up all the DRAM and NAND storage drives for the AI servers, while consumers receive them at 4-5X higher prices. …
… With 900-Layers of V-NAND, Samsung will be able to dramatically boost the capacity of storage solutions such as SSDs, which are featured across all aspects of the computing world, including Enterprise and Client segments such as Servers, Desktops, Laptops, smartphones, and more. …