RAM prices have surged 500% in 2026, with a 128GB DDR5 kit now costing $3,399, more than 10 times the lowest price ever tracked by Tom's Hardware. The spike is driven by AI infrastructure demand: DRAM…
OVHcloud will raise prices on some dedicated servers in the second half of 2026 due to a global shortage of DDR5 RAM and NVMe drives caused by AI demand, with DDR5 RAM now costing six times more than …
Sandisk taped out its first High Bandwidth Flash (HBF) memory die, a milestone announced at its 2026 Investor Day on August 13, with first HBF inference product samples targeted for 2027. The first-ge…
South Korea is restructuring its workforce as top students shift from law and medicine to electrical engineering and materials science, driven by the AI chip boom and HBM demand, with pay gaps reversi…
SK Hynix announced it will invest ₩54 trillion ($37.3 billion) to build new DRAM and NAND fabs in Yongin and Cheongju, citing Omdia's projection of 19 percent CAGR for DRAM and NAND demand from 2025 t…
At FMS 2026, SK hynix presented its next-generation memory architecture for the AI era, unveiling the first HBF standard specifications with Sandisk and showcasing AI memory solutions including CXL, D…
Deloitte reports that AI demand caused AI server DRAM prices to roughly double in Q1 2026, with a projected fourfold increase for the full year, and the memory chip shortage, dubbed 'RAMageddon,' is e…
Sandisk and SK Hynix are developing high-bandwidth flash (HBF) memory technology that could boost GPU accelerator memory capacity from hundreds of gigabytes to terabytes by stacking NAND flash layers,…
Google released a microbenchmark suite on GitHub to help developers evaluate TPU performance by measuring network, compute, HBM, and host transfer capabilities. The suite establishes a Speed-of-Light …
Micron's new 256GB SOCAMM, built on its 1-gamma DRAM process, targets AI inference workloads by offering three times the power efficiency of standard DDR5 RDIMMs, according to Praveen Vaidyanathan, VP…
AMD's Instinct MI450 GPU achieves 85% of peak HBM bandwidth on attention decode kernels using the Gluon kernel optimization framework, according to a technical guide published by AMD. The MI450 series…
Global semiconductor equipment sales are forecast to reach a record high of $229.5 billion in 2028, driven by increased investment in AI infrastructure, according to a report by SEMI. The industry ass…
NVIDIA's NVLink and NVSwitch technologies form a scale-up fabric that connects GPUs tightly enough to behave as a single machine, contrasting with scale-out fabrics like InfiniBand and RoCE that link …
New Ideas Industrial Co., Limited, a Shenzhen-based semiconductor distributor founded in 2012, offers full-chain supply chain services for AI computing, high-end storage, industrial UAVs, and new-ener…
SK Hynix CEO Kwak Noh-jung warned that 2027 will be the memory industry's worst-ever year for supply shortages, with tight conditions likely persisting beyond 2030, driven by surging AI demand. The wa…
SK Group Chairman Chey Tae-won announced a strategic pivot to Memory-as-a-Service (MaaS), using CXL interconnect technology to sell pooled memory on demand rather than physical chips. The move aims to…
A quantitative scenario analysis of the AI industry from 2026 to 2030 finds that memory scarcity, open-weight models, and inference efficiency gains are restructuring the sector. The study projects a …
Samsung Electronics has begun mass production of the PM1763 enterprise SSD for Nvidia's next-generation AI platform, Vera Rubin. The PCIe 6.0-based drive, using Samsung's ninth-generation V-NAND and a…
A quantitative scenario analysis of the AI industry from 2026 to 2030 finds that memory scarcity, open-weight models, and inference efficiency gains will restructure the sector, with incumbent cost ad…
Memory chipmakers SK Hynix, Micron Technology, and Samsung Electronics are riding a surge in AI-driven demand for high-bandwidth memory, but investors remain skeptical that the industry has broken fre…