#dram

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Tech industry
fromComputerWeekly.com
2 days ago

Chip makers warn of a looming shortage in DRAM and SSD | Computer Weekly

Cloud providers' AI-driven memory demand is causing a global shortage and sharp price rises in DRAM, NAND, and HBM components.
Artificial intelligence
from24/7 Wall St.
4 days ago

Why the Selloff in Micron Technology Stock Never Made Sense

Micron's DRAM, NAND, and HBM leadership positions position it for lasting AI-driven demand despite near-term stock volatility and market overcapacity fears.
Tech industry
fromTechzine Global
1 week ago

Price of memory chips skyrockets, with no end in sight

AI-driven demand has triggered large NAND and DRAM price increases, creating widespread memory shortages and significantly higher costs for consumers and enterprise buyers.
fromTheregister
2 weeks ago

Samsung reportedly jacked memory prices 60% last month

DDR5 isn't normally associated with AI accelerators. Those typically employ GDDR or HBM, which trade capacity for the higher bandwidth required for those workloads. However, the systems into which these accelerators are deployed do use DRR5 for the system memory to feed the CPU and to store intermediary data, like the key value caches used to prolong a model's short-term memory over extended periods.
Artificial intelligence
#micron-technology
Silicon Valley
fromTheregister
1 month ago

Samsung and SK Hynix to feed OpenAI's megaproject

OpenAI secured Samsung and SK Hynix to supply massive high-bandwidth memory and to collaborate on Korean datacenter capacity for the Stargate AI infrastructure buildout.
Tech industry
fromTheregister
2 months ago

Micron close to selling all the HBM it will make next year

Micron has six HBM customers and near-complete 2026 HBM3E sell-out, expects rising memory margins and will invest $18B in FY2026 capital expenditures.
fromTheregister
2 months ago

Curious connections: Voyager probes and Sinclair ZX Spectrum

The twin robotic spacecraft launched in 1977, the same year as the Apple II, the TRS-80 and the Commodore Pet, making the spacecraft the patron saints of the modern computer age. By the time Voyager's primary mission ended with Voyager 2's 1989 Neptune encounter, earthlings had the 80486, the Gameboy and the Apple Macintosh Portable. As Voyager 2 was nearly three billion miles (4.7 billion kilometers) away at that point, however, hardware upgrades were ruled out by the cost of delivery.
Science
Business
from24/7 Wall St.
3 months ago

Live: Will Applied Materials (AMAT) Pop After Tonight's Earnings?

AI-driven demand is expected to strengthen foundry/logic and DRAM, despite weaknesses in ICAPS.
Gross margin forecast at 48.3% is under scrutiny due to market pressures.
Management is optimistic about H2 performance, increasing focus on Q3 results.
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