#dram-shortage

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Tech industry
fromArs Technica
12 hours ago

After nearly 30 years, Crucial will stop selling RAM to consumers

AI-driven demand for high-bandwidth DRAM has caused severe, sustained shortages and sharply higher prices, shifting production from consumer memory to enterprise HBM.
Tech industry
from24/7 Wall St.
2 days ago

Should AMD Investors Worry About Google TPUs and the DRAM Shortage?

Advanced Micro Devices shares fell ~18% in November but still present a buying opportunity despite high P/E amid GPU competition from Google TPUs and DRAM shortages.
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