With capacity shifting to high-margin HBM for AI data centers, traditional DRAM supply is collapsing, pushing enterprise IT ...
The supply shortage of the RAM needed to build phones and PCs isn’t going away. But a few companies have a plan to solve it.
Industry analysts expect a major increase in DDR5 costs in 2026, driven by tightening supply and shifting priorities across ...
The continued dominance of the AI market is driving the DRAM memory industry into chip shortages, as the AI and HBM markets eat up all production capacity. In a new report from MyDrivers, the ...
JP Morgan bullish on Micron (MU) due to AI-driven memory demand and constrained clean-room space; expects 20% bit growth in ...
The memory market is heading into another difficult stretch, and there’s no clear sign that things will ease anytime soon. DRAM prices have climbed sharply over the past months, yet manufacturers aren ...
Even with DRAM capacity going up with each generation of DRAM, the demand for memory densities by a variety of applications is growing at an even faster rate. To support these high memory densities ...
In this interview, Arnaud Furnémont, vice president of R&D memory and compute at imec, reviews imec’s memory and storage roadmaps and explains how these respond to the industry’s need for ever more ...
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