…Related Story Ex-Samsung Chip Boss Says China’s DRAM Blitz Could Crush The 414% DDR5 Price Spike Within A Year Samsung is reportedly avoiding the mistakes that led to its loss…
…Memory Shortages Are Forcing 'Consumer-Focused' Big Tech to Either Slash Production or Raise Prices Aggressively The DRAM shortage has been discussed on this website for several months now, and if you…
…NVIDIA To Keep on Using HBM, HBF Not Yet In Consideration, But Set For Sampling Later This Year NAND DRAM has seen big adoption with the recent AI push. While primarily used…
…We are essentially the only semiconductor company in the world that directly purchases DRAM at global scale. People ask, "Why buy DRAM?" The reason is simple: transforming that DRAM into CoWoS supercomputers…
Well, it appears that after the DRAM segment, the NAND industry has started to report unprecedented demand, as one of the leading suppliers, Phison, calls the situation a "shocking" one. Consumer SSDs…
…We recently discussed how CXMT plans to shift a significant chunk of its DRAM capacity to HBM3 , which is a clear indicator of why even the region's DRAM producers won't…
…Gartner Says That Manufacturers Have No Option Left Other Than Raising PC Prices to Adjust to Rising Memory Costs DRAM shortages have impacted several consumer-focused industries , but the consequences for the…
…IDC Revises Global PC Shipments With a Huge 'Double-Digit' Decline, Claiming Recovery Signs Are Currently Too Far The influence of DRAM shortages on the consumer PC segment has become much broader…
…NAND Memory revenues surged a massive 3.5x annually, mirroring the dramatic DRAM growth NAND prices driven by the expanding AI demand are pushing up the revenue every quarter. Samsung is the…
Micron posted a record Q2 as DRAM demand increases, but its CEO says this is just the beginning as more memory is required for AI to reach its full capabilities. Micron CEO…