…be just under 15% of global DRAM production. In our estimates, this scales to 490k in 2030. CXMT's shift in focus and production ramp are driven in part by investments from…
…Late last year, there were rampant rumors within the technology community that Asus might venture into the competitive memory market. At the time, the company publicly denied these rumors , and for good…
…This boom and bust cycle is common in the DRAM industry, where it drove multiple players to exit the market over the past 18 years. This is one reason we're effectively…
…That leaves buyers stuck with tight supply while AI firms keep slurping up memory. Chinese DRAM makers are ramping production to meet domestic demand. That push is being accelerated by local AI…
…Price hikes are temporary; costs should fall once memory supply normalizes amid AI-driven data center demand. The ongoing RAMpocalyse has finally hit Raspberry Pi. Across the board, prices are going up…
…market that got thrown into total chaos by rampant AI “growth.” Companies eager to cash in on this new technology directly caused a supply issue where RAM, a key component, became so…
…ramping up, the grid operator paused applications for new generating sources, citing a years-long backlog. It only recently started accepting new requests. Meanwhile, electricity demand from data centers has risen dramatically…
…its GPU supply, prioritizing the high-margin RTX 5080 over the 5070 Ti since both cards have 16GB of GDDR7 VRAM. This decision was also made with the current "RAMpocalypse" in mind…
…AMD and Samsung are collaborating on next-generation AI memory and compute technologies, including HBM4 supply for AMD Instinct MI455X GPUs and advanced DRAM solutions for 6th Gen AMD EPYC CPUs. AMD…
…As fiscal 2025 was rolling along and AI orders to hyperscalers and cloud builders were starting to ramp, the company originally expected only about $1 billion in AI orders for fiscal 2025…