…investment is rapidly shifting from training to inference, which is further driving the simultaneous growth of memory and storage demand. With supply constraints, the tight supply and demand situation of DRAM and…
…Micron expects qualified 1α DRAM production from the Manassas fab by the end of calendar year 2026. The more than $2 billion investment will quadruple Micron's DDR4 wafer supply in Manassas…
…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. While…
Chinese DRAM makers have sped up their memory production capabilities, with another company now mass-producing DDR5 RDIMMs for servers. Chinese Domestic DRAM Manufacturers Accelerate DDR5 Production, 64 GB RDIMMs Now Being…
…without DRAM, and it was made for consumers And as a more mass-market SSD, consumers can actually invest in PCIe Gen5 speeds without having to look backward at Gen4 storage. In…
…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 growth comes from skyrocketing demand…
Phone manufacturers are looking into new ways to balance component prices by using cheaper camera setups to offset rising RAM and storage costs. Brands are deliberately downgrading from high-end camera sensors…
…storage to enable the AI era across market segments and expect to meaningfully increase our R&D investments in fiscal 2027.” MORE CONTEXT Micron finds a way to make more DRAM with…
…TrendForce projects that conventional DRAM contract prices rose 90% to 95% in the first quarter of 2026 and will climb a further 58% to 63% in the second, with mobile DRAM — the…
Ah, the notorious Xbox Storage Expansion Card. It is easily one of my least favorite parts of the Xbox Series, especially when you consider you cannot just use a standard NVMe drive…
