…The primary reason why we've seen significant price hikes for certain graphics cards is, of course, the heavily constricted supply of DRAM modules, better known as the RAMpocalypse . AMD and Intel…
…There are reports that DRAM manufacturers are aiming to ramp up general-purpose DRAM production (which goes into PCs) as their HBM revenues hit a peak. Spot prices tell a different story…
…VRAM than this? The answer is the RAMpocalypse and the limited supply of GDDR7. No company other than Nvidia is using it, but DRAM manufacturers are favouring memory production for the AI…
…global semiconductor supply chain. At the heart of Samsung’s profit boom is high-bandwidth memory (HBM), a type of chip critical to running AI systems, which has dramatically improved the company…
…and every new GPU cluster they deploy needs enormous amounts of HBM and DRAM. RAM manufacturers can't ramp up production easily when new fabs take years to build. With Micron now…
…And yet, that's the exact market that Asus is selling its latest mega supply to. Making matters even worse is the fact that the PSU sports four 12V-2x6 power sockets…
…The DRAM maker will also develop fab digital twins as a foundation for its autonomous fab operations. NVIDIA has been pushing Korean firms such as SK Hynix to ramp up their memory…
…Apple's OLED MacBook Pro, initially expected in 2023, is now delayed to early 2027 due to DRAM shortages and component supply issues. The M6 model aims for a thinner design, better…
…the ramp. Backlogs at ASML If you want to etch wafers using EUV (Extreme Ultraviolet Lithography), you're going to be buying from ASML. The company is the largest supplier of photolithography…
…SOCAMM2 is one of the products that would take up a decent portion of the DRAM supply, likely eating into allocations for general-purpose products like GDDR7. Micron says that 256GB SOCAMM2…