TrendForce forecasts global data center power demand will reach 161 GW in 2026, a 31% increase from the 122.9 GW expected in 2025, with AI servers accounting for roughly 33.4% of that demand, up from …
TSMC's CoWoS-L is expected to remain the mainstream advanced packaging solution for AI chips through 2028 despite competition from Intel's EMIB-T, according to TrendForce research, which cites CoWoS-L…
TrendForce estimates global data center electricity demand will reach 161GW by 2026, a 31% annual increase driven primarily by AI servers, with AI servers' share of that demand rising from 25% in 2025…
Samsung Electronics and LG Electronics are scaling up data-center liquid cooling production as AI chips like Nvidia's B200, which consume over 1,000 watts each, push air cooling to its limits. LG is c…
Samsung Electronics unveiled a next-generation memory strategy called 'CUBE' at Semicon Taiwan 2026, betting on 3D architectures to boost capacity, bandwidth, and energy efficiency for AI workloads. T…
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…