Nvidia is set to report fiscal second-quarter 2027 earnings on August 26, with analysts expecting roughly $92 billion in revenue and adjusted EPS of $2.09, representing about 97% year-over-year growth…
TrendForce reports that DRAM and NAND Flash will account for 68% of major cloud service providers' total CapEx in 2027, up from 47% in 2026, as memory contract prices surge. Server DRAM contract price…
Samsung Electronics and SK hynix are gaining pricing power as server makers raise prices for Nvidia-based AI systems by more than 15 percent for shipments starting in early 2027, according to Bloomber…
Nvidia has warned hyperscalers that AI server prices are rising more than 15%, driven by memory costs that have become a dominant component. TrendForce reported conventional DRAM contract prices jumpe…
Micron CEO Sanjay Mehrotra said artificial intelligence has changed the memory industry's traditional boom-and-bust cycle by creating sustained demand for high-bandwidth memory and other data-center p…
VDURA's August Flash Volatility Index puts a 30TB TLC enterprise SSD at $22,600, up from $3,460 in Q3 2025, while a comparable HDD costs $1,216, making the SSD 18.6 times more expensive. Western Digit…
Samsung Electronics reported its HBM4 memory production yield reached 80% in early August, up from below 60% in February, four months ahead of schedule, according to TrendForce and Korean media. The y…
Enterprise SSD prices have surged to 18.6 times the cost of hard drives per terabyte, with a 30TB TLC drive now priced at $22,600 compared to $1,216 for a nearline HDD, according to VDURA's August Fla…
The top five NAND vendors increased their combined revenue by 77 percent between the second and third quarter, reaching $68.87bn in Q2, driven by surging AI demand and higher average selling prices, a…
Beijing-based tech company 51World unveiled a suite of data-collection devices and platforms, including the AperEgo headset and AperOS platform, to address the shortage of high-quality training data f…
China has approved ByteDance and Tencent to import 10,000 Nvidia H200 chips each, with Alibaba also winning approval, marking a reversal from Beijing's earlier push toward Huawei's Ascend chips. The U…
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…
Custom AI chips from Google, Amazon, Microsoft and Meta are set to grow shipments 44.6% this year, nearly triple the 16.1% growth rate for Nvidia's GPUs, according to TrendForce. TrendForce expects AS…
Retail DDR5 prices in the U.S. have surged, with a 128GB DDR5-6400 kit listed at $3,399.99 on Newegg and a 64GB DDR5-6000 Corsair kit at $849.99 at Walmart, while Tom's Hardware's PCPartPicker-based a…
SK hynix and its subsidiary Solidigm are expanding mature-node NAND production in Dalian, China, while investing ₩54 trillion ($38 billion) in South Korean fabs, according to company reports and Korea…
TrendForce reported that the combined revenue of the top five NAND Flash brands rose 77% quarter-over-quarter to US$68.87 billion in the second quarter of 2026, driven by steady AI server demand and s…
A state-backed Shanghai entity announced in July 2026 that it has commenced mass production of immersion DUV lithography tools targeting 28nm processes, with initial deliveries headed to SMIC, China's…
SMIC, China's largest chipmaker, reported second-quarter net profit of $479.2 million, more than triple the year-earlier figure, and revenue rose 36% to $3.01 billion, driven by AI demand for power an…
Samsung Electronics Co. has sold out its entire 2026 supply of HBM4 memory chips, with customer demand concentrated on the product, according to Chief Financial Officer Park Soon-cheol on the company'…
Yangtze Memory Technologies (YMTC) shipped 14% of the world's NAND flash in Q2 2026, overtaking Kioxia in volume for the first time, but ranked fifth by revenue as enterprise SSDs consumed 48% of all …