Industry analysts expect a major increase in DDR5 costs in 2026, driven by tightening supply and shifting priorities across ...
Driven by the AI boom, global computer memory prices have entered a record growth cycle, with DRAM increases outpacing gold ...
TrendForce's latest investigations indicate that DRAM suppliers in 1Q26 will continue to reallocate advanced process nodes and new capacity toward server and HBM products to support rising AI server ...
The memory shortage caused by AI companies has resulted in HP having to turn to Chinese memory manufacturers as a possible source for supply.
DUBLIN--(BUSINESS WIRE)--The "Global DRAM DIMM Market: Focus on Application, Memory Technology Type, Capacity, Type, and Country-Level Analysis - Analysis and Forecast, 2023-2033" report has been ...
With capacity shifting to high-margin HBM for AI data centers, traditional DRAM supply is collapsing, pushing enterprise IT ...
Shares in Micron surged 240 percent last year, while Samsung more than doubled and SK Hynix's market cap nearly quadrupled.
In China’s spot market, vendors are quoting prices that put a box of 100 high-capacity DDR5 server memory modules at roughly ...
TL;DR: NVIDIA is negotiating with Samsung, SK hynix, and Micron to use SOCAMM memory modules in its Project DIGITS follow-up. SOCAMM offers better energy efficiency and more I/O channels than current ...
Multiple clients have been informed that Micron Technology intends to sequentially increase its DRAM and SSD product prices by more than 25% during the second quarter, according to sources at memory ...
SAN JOSE, Calif.--(BUSINESS WIRE)--Today at Memcon 2024, Samsung Electronics, a world leader in advanced semiconductor technology, unveiled the expansion of its Compute Express Link (CXL) memory ...